Tips for recruiting quality research participants

With UX research so closely tied to product success, setting up a dedicated research practice is fast becoming important for many organizations. It’s not an easy process, especially for organizations that have had little to do with research, but the end goal is worth the effort.

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But where exactly are you supposed to start? This article provides 6 key things to keep in mind when setting up a research practice, and should hopefully ensure you’ve considered all of the relevant factors.

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1) Work out what your organization needs

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The first and most simple step is to take stock of the current user research situation within the organization. How much research is currently being done? Which teams or individuals are talking to customers on an ongoing basis? Consider if there are any major pain points with the current way research is being carried out or bottlenecks in getting research insights to the people that need them. If research isn't being practiced, identify teams or individuals that don't currently have access to the resources they need, and consider ways to make insights available to the people that need them.

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2) Consolidate your insights

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UX research should be communicating with nearly every part of an organization, from design teams to customer support, engineering departments and C-level management. The insights that stem from user research are valuable everywhere. Of course, the opposite is also true: insights from support and sales are useful for understanding customers and how the current product is meeting people's needs.

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When setting up a research practice, identify which teams you should align with, and then reach out. Sit down with these teams and explore how you can help each other. For your part, you’ll probably need to explain the what and why of user research within the context of your organization, and possibly even explain at a basic level some of the techniques you use and the data you can obtain.

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Then, get in touch with other teams with the goal of learning from them. A good research practice needs a strong connection to other parts of the business with the express purpose of learning. For example, by working with your organization’s customer support team, you’ll have a direct line to some of the issues that customers deal with on a regular basis. A good working relationship here means they’ll likely feed these insights back to you, in order to help you frame your research projects.

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By working with your sales team, they’ll be able to share issues prospective customers are dealing with. You can follow up on this information with research, the results of which can be fed into the development of your organization’s products.

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It can also be fruitful to develop an insights repository, where researchers can store any useful insights and log research activities. This means that sales, customer support and other interested parties can access the results of your research whenever they need to.

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When your research practice is tightly integrated other key areas of the business, the organization is likely to see innumerable benefits from the insights>product loop.

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3) Figure out which tools you will use

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By now you’ve hopefully got an idea of how your research practice will fit into the wider organization – now it’s time to look at the ways in which you’ll do your research. We’re talking, of course, about research methods and testing tools.

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We won’t get into every different type of method here (there are plenty of other articles and guides for that), but we will touch on the importance of qualitative and quantitative methods. If you haven’t come across these terms before, here’s a quick breakdown:

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• Qualitative research – Focused on exploration. It’s about discovering things we cannot measure with numbers, and often involves speaking with users through observation or user interviews.
• Quantitative research – Focused on measurement. It’s all about gathering data and then turning this data into usable statistics.

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All user research methods are designed to deliver either qualitative or quantitative data, and as part of your research practice, you should ensure that you always try to gather both types. By using this approach, you’re able to generate a clearer overall picture of whatever it is you’re researching.

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Next comes the software. A solid stack of user research testing tools will help you to put research methods into practice, whether for the purposes of card sorting, carrying out more effective user interviews or running a tree test.

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There are myriad tools available now, and it can be difficult to separate the useful software from the chaff. Here’s a list of research and productivity tools that we recommend.

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Tools for research

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Here’s a collection of research tools that can help you gather qualitative and quantitative data, using a number of methods.

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• Treejack – Tree testing can show you where people get lost on your website, and help you take the guesswork out of information architecture decisions. Like OptimalSort, Treejack makes it easy to sort through information and pairs this with in-depth analysis features.
• dScout – Imagine being able to get video snippets of your users as they answer questions about your product. That’s dScout. It’s a video research platform that collects in-context “moments” from a network of global participants, who answer your questions either by video or through photos.
• Ethnio – Like dScout, this is another tool designed to capture information directly from your users. It works by showing an intercept pop-up to people who land on your website. Then, once they agree, it runs through some form of research.
• OptimalSort – Card sorting allows you to get perspective on whatever it is you’re sorting and understand how people organize information. OptimalSort makes it easier and faster to sort through information, and you can access powerful analysis features.
• Reframer – Taking notes during user interviews and usability tests can be quite time-consuming, especially when it comes to analyze the data. Reframer gives individuals and teams a single tool to store all of their notes, along with a set of powerful analysis features to make sense of their data.
• Chalkmark – First-click testing can show you what people click on first in a user interface when they’re asked to complete a task. This is useful, as when people get their first click correct, they’re much more likely to complete their task. Chalkmark makes the process of setting up and running a first-click test easy. What’s more, you’re given comprehensive analysis tools, including a click heatmap.

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Tools for productivity

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These tools aren’t necessarily designed for user research, but can provide vital links in the process.

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• Whimsical – A fantastic tool for user journeys, flow charts and any other sort of diagram. It also solves one of the biggest problems with online whiteboards – finicky object placement.
• Descript – Easily transcribe your interview and usability test audio recordings into text.
• Google Slides – When it inevitably comes time to present your research findings to stakeholders, use Google Slides to create readable, clear presentations.

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4) Figure out how you’ll track findings over time

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With some idea of the research methods and testing tools you’ll be using to collect data, now it’s time to think about how you’ll manage all of this information. A carefully ordered spreadsheet and folder system can work – but only to an extent. Dedicated software is a much better choice, especially given that you can scale these systems much more easily.

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A dedicated home for your research data serves a few distinct purposes. There’s the obvious benefit of being able to access all of your findings whenever you need them, which means it’s much easier to create personas if the need arises. A dedicated home also means your findings will remain accessible and useful well into the future.

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When it comes to software, Reframer stands as one of the better options for creating a detailed customer insights repository as you’re able to capture your sessions directly in the tool and then apply tags afterwards. You can then easily review all of your observations and findings using the filtering options. Oh, and there’s obviously the analysis side of the tool as well.

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If you’re looking for a way to store high-level findings – perhaps if you’re intending to share this data with other parts of your organization – then a tool like Confluence or Notion is a good option. These tools are basically wikis, and include capable search and navigation options too.

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5) Where will you get participants from?

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A pool of participants you can draw from for your user research is another important part of setting up a research practice. Whenever you need to run a study, you’ll have real people you can call on to test, ask questions and get feedback from.

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This is where you’ll need to partner other teams, likely sales and customer support. They’ll have direct access to your customers, so make sure to build a strong relationship with these teams. If you haven’t made introductions, it can helpful to put together a one-page sheet of information explaining what UX research is and the benefits of working with your team.

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You may also want to consider getting in some external help. Participant recruitment services are a great way to offload the heavy lifting of sourcing quality participants – often one of the hardest parts of the research process.

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6) Work out how you'll communicate your research

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Perhaps one of the most important parts of being a user researcher is taking the findings you uncover and communicating them back to the wider organization. By feeding insights back to product, sales and customer support teams, you’ll form an effective link between your organization’s customers and your organization. The benefits here are obvious. Product teams can build products that actually address customer pain points, and sales and support teams will better understand the needs and expectations of customers.

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Of course, it isn’t easy to communicate findings. Here are a few tips:

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• Document your research activities: With a clear record of your research, you’ll find it easier to pull out relevant findings and communicate these to the right teams.
• Decide who needs what: You’ll probably find that certain roles (like managers) will be best served by a high-level overview of your research activities (think a one-page summary), while engineers, developers and designers will want more detailed research findings.

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Continue reading

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• Selling your design recommendations to clients and colleagues – Guest writer Jeff Tang outlines some of his techniques for presenting UX recommendations and answering objections.
• Quantifying the ROI of UX – Ashlea McKay delves into one of the toughest UX questions to answer: “What do we get for our money?”
• How do I explain what UX is? – Ashlea McKay covers how you can explain UX to people who may not necessarily have familiarity with the field.

Introduction

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User research is invaluable, but in fast-paced environments, researchers often struggle with tight deadlines, limited resources, and the need to prove their impact. In our recent UX Insider webinar, Weidan Li, Senior UX Researcher at Seek, shared insights on Efficient Research—an approach that optimizes Speed, Quality, and Impact to maximize the return on investment (ROI) of understanding customers.

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At the heart of this approach is the Efficient Research Framework, which balances these three critical factors:

• Speed – Conducting research quickly without sacrificing key insights.
• Quality – Ensuring rigor and reliability in findings.
• Impact – Making sure research leads to meaningful business and product changes.

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Within this framework, Weidan outlined nine tactics that help UX researchers work more effectively. Let’s dive in.

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1. Time Allocation: Invest in What Matters Most

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Not all research requires the same level of depth. Efficient researchers prioritize their time by categorizing projects based on urgency and impact:

• High-stakes decisions (e.g., launching a new product) require deep research.
• Routine optimizations (e.g., tweaking UI elements) can rely on quick testing methods.
• Low-impact changes may not need research at all.

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By allocating time wisely, researchers can avoid spending weeks on minor issues while ensuring critical decisions are well-informed.

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2. Assistance of AI: Let Technology Handle the Heavy Lifting

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AI is transforming UX research, enabling faster and more scalable insights. Weidan suggests using AI to:

• Automate data analysis – AI can quickly analyze survey responses, transcripts, and usability test results.
• Generate research summaries – Tools like ChatGPT can help synthesize findings into digestible insights.
• Speed up recruitment – AI-powered platforms can help find and screen participants efficiently.

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While AI can’t replace human judgment, it can free up researchers to focus on higher-value tasks like interpreting results and influencing strategy.

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3. Collaboration: Make Research a Team Sport

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Research has a greater impact when it’s embedded into the product development process. Weidan emphasizes:

• Co-creating research plans with designers, PMs, and engineers to align on priorities.
• Involving stakeholders in synthesis sessions so insights don’t sit in a report.
• Encouraging non-researchers to run lightweight studies, such as A/B tests or quick usability checks.

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When research is shared and collaborative, it leads to faster adoption of insights and stronger decision-making.

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4. Prioritization: Focus on the Right Questions

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With limited resources, researchers must choose their battles wisely. Weidan recommends using a prioritization framework to assess:

• Business impact – Will this research influence a high-stakes decision?
• User impact – Does it address a major pain point?
• Feasibility – Can we conduct this research quickly and effectively?

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By filtering out low-priority projects, researchers can avoid research for research’s sake and focus on what truly drives change.

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5. Depth of Understanding: Go Beyond Surface-Level Insights

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Speed is important, but efficient research isn’t about cutting corners. Weidan stresses that even quick studies should provide a deep understanding of users by:

• Asking why, not just what – Observing behavior is useful, but uncovering motivations is key.
• Using triangulation – Combining methods (e.g., usability tests + surveys) to validate findings.
• Revisiting past research – Leveraging existing insights instead of starting from scratch.

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Balancing speed with depth ensures research is not just fast, but meaningful.

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6. Anticipation: Stay Ahead of Research Needs

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Proactive researchers don’t wait for stakeholders to request studies—they anticipate needs and set up research ahead of time. This means:

• Building a research roadmap that aligns with upcoming product decisions.
• Running continuous discovery research so teams have a backlog of insights to pull from.
• Creating self-serve research repositories where teams can find relevant past studies.

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By anticipating research needs, UX teams can reduce last-minute requests and deliver insights exactly when they’re needed.

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7. Justification of Methodology: Explain Why Your Approach Works

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Stakeholders may question research methods, especially when they seem time-consuming or expensive. Weidan highlights the importance of educating teams on why specific methods are used:

• Clearly explain why qualitative research is needed when stakeholders push for just numbers.
• Show real-world examples of how past research has led to business success.
• Provide a trade-off analysis (e.g., “This method is faster but provides less depth”) to help teams make informed choices.

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A well-justified approach ensures research is respected and acted upon.

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8. Individual Engagement: Tailor Research Communication to Your Audience

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Not all stakeholders consume research the same way. Weidan recommends adapting insights to fit different audiences:

• Executives – Focus on high-level impact and key takeaways.
• Product teams – Provide actionable recommendations tied to specific features.
• Designers & Engineers – Share usability findings with video clips or screenshots.

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By delivering insights in the right format, researchers increase the likelihood of stakeholder buy-in and action.

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9. Business Actions: Ensure Research Leads to Real Change

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The ultimate goal of research is not just understanding users—but driving business decisions. To ensure research leads to action:

• Follow up on implementation – Track whether teams apply the insights.
• Tie findings to key metrics – Show how research affects conversion rates, retention, or engagement.
• Advocate for iterative research – Encourage teams to re-test and refine based on new data.

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Research is most valuable when it translates into real business outcomes.

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Final Thoughts: Research That Moves the Needle

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Efficient research is not just about doing more, faster—it’s about balancing speed, quality, and impact to maximize its influence. Weidan’s nine tactics help UX researchers work smarter by:

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✔️  Prioritizing high-impact work
✔️  Leveraging AI and collaboration
✔️  Communicating research in a way that drives action

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By adopting these strategies, UX teams can ensure their research is not just insightful, but transformational.

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Watch the full webinar here

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Knowing and understanding why and how your users use your product is invaluable for getting to the nitty gritty of usability. Delving deep with probing questions into motivation or skimming over looking for issues can equally be informative. 

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Put super simply, usability testing literally is testing how usable your product is for your users. If your product isn’t usable users often won’t complete their task, let alone come back for more. No one wants to lose users before they even get started. Usability testing gets under their skin and really into the how, why and what they want (and equally what they don’t).

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As we have been getting used to video calling regularly and using the internet for interactions, usability testing has followed suit. Being able to access participants remotely has allowed us to diversify the participant pool by not being restricted to those that are close enough to be in-person. This has also allowed an increase in the number of participants per test, as it becomes more cost-effective to perform remote usability testing.

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But if we’re remote, does this mean it can’t be moderated? No - remote testing, along with modern technology, can mean that remote testing can be facilitated and moderated. But what is the best method - moderated or unmoderated?

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What is moderated remote research testing? 🙋🏻

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In traditional usability testing, moderated research is done in person. With the moderator and the participant in the same physical space. This, of course, allows for conversation and observational behavioral monitoring. Meaning the moderator can note not only what the participant answers but how and even make note of the body language, surroundings, and other influencing factors. 

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This has also meant that traditionally, the participant pool has been limited to those that can be available (and close enough) to make it into a facility for testing. And being in person has meant it takes time (and money) to perform these tests.

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As technology has moved along and the speed of internet connections and video calling has increased, this has opened up a world of opportunities for usability testing. Allowing usability testing to be done remotely. Moderators can now set up testing remotely and ‘dial in’ to observe participants anywhere they are. And potentially even running focus groups or other testing in a group format across the internet. 

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Pros:

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- In-depth gathering of insights through a back-and-forth conversation and observing of the participants.

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- Follow-up questions don’t underestimate the value of being available to ask questions throughout the testing. And following up in the moment.

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- Observational monitoring noticing and noting the environment and how the participants are behaving, can give more insight into how or why they choose to make a decision.

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- Quick remote testing can be quicker to start, find participants, and complete than in-person. This is because you only need to set up a time to connect via the internet, rather than coordinating travel times, etc.

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- Location (local and/or international) Testing online removes reliance on participants being physically present for the testing. This broadens your ability to broaden the pool, and participants can be either within your country or global. 

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Cons:

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- Time-consuming having to be present at each test takes time. As does analyzing the data and insights generated. But remember, this is quality data.

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- Limited interactions with any remote testing there is only so much you can observe or understand across the window of a computer screen. It can be difficult to have a grasp on all the factors that might be influencing your participants.

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What is unmoderated remote research testing? 😵💫

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In its most simple sense, unmoderated user testing removes the ‘moderated’ part of the equation. Instead of having a facilitator guide participants through the test, participants are left to complete the testing by themselves and in their own time. For the most part, everything else stays the same. 

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Removing the moderator, means that there isn’t anyone to respond to queries or issues in the moment. This can either delay, influence, or even potentially force participants to not complete or maybe not be as engaged as you may like. Unmoderated research testing suits a very simple and direct type of test. With clear instructions and no room for inference. 

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Pros:

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- Speed and turnaround,  as there is no need to schedule meetings with each and every participant. Unmoderated usability testing is usually much faster to initiate and complete.

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- Size of study (participant numbers) unmoderated usability testing allows you to collect feedback from dozens or even hundreds of users at the same time. 

- Location (local and/or international) Testing online removes reliance on participants being physically present for the testing, which broadens your participant pool.  And unmoderated testing means that it literally can be anywhere while participants complete the test in their own time.

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Cons:

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- Follow-up questions as your participants are working on their own and in their own time, you can’t facilitate and ask questions in the moment. You may be able to ask limited follow-up questions.

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- Products need to be simple to use unmoderated testing does not allow for prototypes or any product or site that needs guidance. 

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- Low participant support without the moderator any issues with the test or the product can’t be picked up immediately and could influence the output of the test.

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When should you do which? 🤔

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Each moderated and unmoderated remote usability testing have its use and place in user research. It really depends on the question you are asking and what you are wanting to know.

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Moderated testing allows you to gather in-depth insights, follow up with questions, and engage the participants in the moment. The facilitator has the ability to guide participants to what they want to know, to dig deeper, or even ask why at certain points. This method doesn’t need as much careful setup as the participants aren’t on their own. While this is all done online, it does still allow connection and conversation. This method allows for more investigative research. Looking at why users might prefer one prototype to another. Or possibly tree testing a new website navigation to understand where they might get lost and querying why the participant made certain choices.

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Unmoderated testing, on the other hand, is literally leaving the participants to it. This method needs very careful planning and explaining upfront. The test needs to be able to be set and run without a moderator. This lends itself more to wanting to know a direct answer to a query. Such as a card sort on a website to understand how your users might sort information. Or a first click to see how/where users will click on a new website.

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Wrap Up 🌯

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With the ability to expand our pool of participants across the globe with all of the advances (and acceptance of) technology and video calling etc, the ability to expand our understanding of users’ experiences is growing. Remote usability testing is a great option when you want to gather information from users in the real world. Depending on your query, moderated or unmoderated usability testing will suit your study. As with all user testing, being prepared and planning ahead will allow you to make the most of your test.