Recruiting User Research Participants Onsite with Qualaroo

This help article details a few examples of how Qualaroo can help you recruit participants onsite for your UX research, experiments, interviews, and other feedback campaigns. We will take time to review helpful survey compositions, targeting, and suggested combinations of the two with these examples.

Table of contents:

1. Survey Composition examples
   1. Survey Composition 1: CTA Message Screen
   2. Survey Composition 2: URL Redirect
   3. Survey Composition 3: Lead Generation Form
2. Targeting Parameter Examples:
   1. Example 1: Targeting your home page or all pages of your website
      
   2. Example 2: Targeting specific locations of your website
      
   3. Example 3: Targeting specific users based on user attributes or personas
      
   4. Example 4: Targeting users based on their logged-in status, or list of specific users who fit your participant criteria
      

Survey Composition Examples:

Qualaroo provides the survey structure tools you need for any use case. Here are a few ways you can structure your recruitment intercept:

Survey Composition 1: CTA Message Screen

This option leverages the power of Qualaroo and your calendar to schedule time directly with you.

1. Select the verbiage you require to prompt your users to meet with you, and choose the radio button answer option with Yes and No as your options.

2a. If they answer Yes, present them with a Message screen containing a Call-to-Action button that links them to your calendar.

2b. If they answer No, send them to a Message screen that says “Thank you”

Survey Composition 2: URL Redirect

This option leverages the power of Qualaroo and your calendar to schedule time directly with you like the option above, but with one less step.

1. Select the verbiage you require to prompt your users to meet with you, and choose the radio button answer option with Yes and No as your options.

2a. If they answer Yes, select the next step to automatically redirect them to your calendar link.

2b. If they answer No, send them to a Message screen that says “Thank you”

Survey Composition 3: Lead Generation Form

This option allows you to capture the user’s contact information so you can follow up with them at a later date.

1. Select the verbiage you require to prompt your users to meet with you, and select a radio button answer option with Yes and No as your options.

2a. If they answer Yes, present your user with a Lead Generation form asking for their most pertinent contact information.

2b. If they answer No, send them to a Message screen that says “Thank you”

Alternatively, simply start out with the Lead Generation form and ask all users that are interested in participating to fill in their information.

Targeting Parameter examples:

Once you have determined how you will be presenting this recruitment intercept, your next steps are to specify your audience and determine where you will reach them.

Example 1: Targeting your home page or all pages of your website

In this example, you can leverage Simple URL Targeting to ask your users on either the home page or your entire site to provide feedback. This is the best approach to target your entire population. Simply select qualaroo.com if you want to target only your home page, or qualaroo.com/* if you want to target your entire site.

Suggested survey composition pairing: Composition Examples 1, 2, and 3

All three composition examples can apply here based on your needs. For situations where you are targeting users in front of a login wall, we recommend example 3. A Lead Generation Form can help you obtain information from any user, and can come in handy in situations where you might not already know the identity of your users because they are not being reached behind a login wall.

Example 2: Targeting specific locations of your website

In this example, you can use Advanced URL Targeting to ask users who are engaging with  particular features or sections of your website. This method is especially helpful for recruiting relevant users to provide feedback around your specific features or offerings, and avoid users who do not utilize this feature. For example, if you are interested in recruiting users who are using your Sentiment Analysis functionality, target the path sentiment/analysis, or all paths after.

Suggested survey composition pairing: Composition Examples 1 and 2

We suggest examples 1 and 2 based off of the assumption that your users who are taking part in a particular feature or service are already engaged onsite, potentially behind a login wall, and you already have their contact information. However, if the intended location is not behind a login wall, feel free to proceed with example 3 if you also want to collect their contact information.

Example 3: Targeting specific users based on user attributes or personas

In this example, you can use Custom Property targeting to identify and recruit users who fit a persona or particular set of attributes that you determine. This approach is powerful for collecting participants who fit a specific type of usage, tier of service, or any other variable that is important to your study. It can even be leveraged in conjunction with Advanced URL targeting to ensure that you recruit your participants when they are on the most relevant section of your site.

Suggested survey composition pairing: Composition Examples 1 and 2

We suggest examples 1 and 2 because these users will most certainly be behind a login wall, and asking for contact information may be redundant. Even if a user were to select “Yes” but not book time on your calendar, their response will still populate with the values for each of the custom properties you set. Taking it one step further, leveraging the Identity API will allow each response to populate with their email address or user ID, which will in turn allow you to follow up and confirm whether or not they are truly interested in participating.

Example 4: Targeting users based on their logged-in status, or a list of specific users who fit your participant criteria

In this example, you can leverage the Identity API feature to track the identity of each of your users behind the login wall, or to only target users who are not logged in. With the Identity API enabled, you will also have the ability to target or ignore a list of users to recruit. This is also known as Whitelisting or Blacklisting. As mentioned above, this feature will also ensure each response populates with the user’s Identity information.

Suggested survey composition pairing: Composition Examples 1, 2, and 3

The ideal composition is strictly related to whether or not you are targeting users behind your log in wall. If you are targeting users in front of the log in wall, use example 3. If you are targeting behind the login wall, utilize examples 1 and 2.

To recap, these methods are excellent for setting up interviews to gather unbiased feedback on your prototype, UX design, and much more! If there is a use case that you would like to see, or have any questions, please feel free to reach out to us at support@qualaroo.com!