Recruiting and Managing Your Audience

Overview

Recruit and manage your audience all within the Remesh platform with our audience recruitment tools. In this article you can find how to navigate the audience page of your Conversation as well as additional resources to make sure you have a seamless recruitment experience no matter who your audience is. Remesh participants access Conversations via a link and they can complete a Remesh Conversation on any device that has access to the internet and an up to date supported browser.

Included in this Article

• Getting Started
• Remesh Recruit vs Recruit On Your Own
• Tracking Participants vs Anonymous Participants
• Upload Participant Data vs Collecting Participant Data
• Email Invitations Through Remesh vs Email Invites on Your Own
• Audience Distribution Tab - Your Custom Checklist
• Download and Upload Template
• Email Set Up
• Track Completion Rates
• Advanced Settings
• Best Practices
• Frequently Asked Questions

Getting Started

Before configuring your Audience in Remesh, you will need to create your Conversation. Once you create your Conversation, you can begin your audience management. Upon accessing the Audience page of your Conversation, you will be prompted to make selections to configure your audience, then click submit. Read on to learn more about each of these options.

Remesh Recruit vs Recruit On Your Own

Use Remesh Recruit if you would like to source vetted participants at the click of a button in under 48 hours or recruit on your own if you would like to source your own participants or are working with a recruitment partner.

Remesh Recruit

Selecting this option requires all other options to be managed by Remesh Recruit. Selecting Remesh Recruit will allow you to select your audience criteria and start recruitment without leaving the platform. We'll manage the link distribution, reminders and screening. If you choose to select this option, please disregard the remainder of this document and refer to our Remesh Recruit document instead.

Recruit On Your Own

Selecting "no" will require you to make a few other selections. If you choose to recruit on your own, we recommend reviewing either the Employee Research Recruitment Best Practices or the General Audience Recruitment Best Practices.

Tracking Participants vs Anonymous Participants

Track participants if you need to identify who the participants were that accessed the Remesh Conversation or are incentivizing participants. Or choose anonymous participants if you would like your participants to remain completely anonymous. 

Tracking Participants

Selecting this option will mean that participants will be required to access the Conversation using a unique link. These links have unique identifiers appended to the end. One link is assigned to each participant. The unique identifier appended to their link will be tracked as they join the conversation, allowing you to identify who accessed the Conversation and how much they completed. You can read more about Remesh participant links here.

Anonymous Participants

This is typically utilized in Employee Research. Selecting this option will mean that all participants will access using a single link. This means you can easily share the link in any forum including calendar invitations, physical media and more. Please note that by selecting no, you will not be able to identify which participants accessed your Conversation.

Upload Participant Data vs Collecting Participant Data

Upload participant data if you have poll or demographic data collected outside of Remesh that you would like to include in the Conversation and attach to participants. Or choose to collect participant data within Remesh if you do not have data collected from participants outside of the platform. 

Upload Participant Data

Uploading participant data requires both Tracking Participants with Unique Links and Uploading Participant Data to be enabled. After making your selections, you'll be be prompted to download a template, populate it with existing participant data, and re-upload it. Only participants with uploaded data will be able to join the Conversation. Uploaded participant data will be pre-populated as Onboarding Polls and can be used to segment data.

Collecting Participant Data

If you choose this option, we recommend programming Onboarding Polls in your discussion guide to collect demographic data.

Email Invitations Through Remesh vs Email Invites On Your Own

Email invitations through Remesh if you'd like to leverage our default email templates, timing and settings based upon our best practices quickly and easily or choose to email invites on your own if you have an existing system for contacting your participants.

Email Invitations Through Remesh

Generally we recommend selecting this option, as it will automatically generate your emails and reminders based upon our best practices. Note that you are able to change and adjust email cadences in the next step.

Email Invitations On Your OwnIf choosing this method, we recommend reviewing either the Employee Research Recruitment Best Practices or the General Audience Recruitment Best Practices.

Audience Distribution Tab - Your Custom Checklist

After configuring your audience and submitting, the distribution page will be customized based upon your selections. Unless you've selected Remesh Recruit, in which case you can refer to our Remesh Recruit document.

On the left, you will see the tasks to recruit your participants in the order they should be completed. You can see an overview of your selections on the right hand side, along with the option to delete your selections and start over.

Download and Upload Template

If you selected that you would like to utilize unique links, upload participant data, and/or that you'd like to manage your emails within Remesh, you will see an option to download a template. The template will be specific to your selections, so please note that if you download a template then change your recruitment selections, you will need to re-download your template.

If you opted to upload external data such as screener or HRIS data with your participant data, you can take a more in depth look at completing that template here. Once you’ve filled in your downloaded template with participant information, you will need to save it and upload it into the platform. Simply select your file, confirm that you have permission to upload it, then click submit file.

Email Set Up

If you’ve chosen to manage your participant email communication through Remesh, you can reference our document about managing emails to learn all about how to set up and manage your participant emails.

Track Participant Completion Rates

If you opted to track participants with unique links, you can manage your participants including adding and deleting participants to your list. All Conversations will have access to the Stats window, which provides an overview of engagement from your participants.

While your Conversation is collecting data, if you utilized unique links you can return to the Participants tab to see which participants accessed the Conversation. After your Conversation has ended you will also be able to view how much each participant completed completed. If you opted to manage email communication on Remesh, you will see the email associated with each participant along with how much of the Conversation they completed. If you did not mange email communication on Remesh and utilized unique links, you will see the unique link along with participation rates, but not the participants’ emails.

Advanced Settings

Option	Description	When to use it
Profanity Filter	Prevent participants from submitting responses containing profanity.	This setting is defaulted to on, we recommend using it if you'd like to prevent participants from using profanity.
End Message	Show a custom message to a select segment after you end the conversation. Other participants will not see the message.	Create a custom end message if you would like to invite a certain group of participants to participate in follow up research.
Prevent Participant Copying	Prevent Participants from copying questions during the Conversation. There are multiple valid uses of copying questions, so please use with caution.	Enable Prevent Participant Copying if you are concerned that users may copy sensitive material. Proceed with caution, as there are many valid uses of copying questions, including some associated with accessibility.
Prevent Participant Pasting	Block Participants from pasting text into responses during the Conversation. You can prevent all pasting, or pasting beyond a certain number of characters. There are multiple valid uses of pasting text, so please use with caution.	If you are concerned about participants pasting in responses from sources outside of Remesh, you may want to enable this feature.
Restricted Conversation Access	Limit access to the conversation so that only uploaded Participants can join. Any participant joining with a unique ID that was not uploaded will not be able to enter the conversation.	If you are concerned about participants creating unique links that do not exist to access the Conversation, you may want to enable this feature.
Multiple Devices Per Link	Allow multiple devices to access a single link. This option is only available when utilizing unique links.	This may be helpful if you'd like to assign the same link to groups of participants for tracking purposes. For example, if you'd like to assign all users who you are recruiting through a certain source the same link and all users from another source a different link. Note that you would not be able to track individual participants if multiple participants access the same link.

Best Practices

We recommend the following best practices when managing your invitations through Remesh.

• We recommend reviewing our recruitment best practices documents, which include additional best practices specific to the recruitment process.
  • Audience Recruitment Best Practices
  • Employee Research Best Practices
• Ask your IT team to add ‘noreply@remesh.ai’ to your organization’s allowlist. This will help prevent emails from being sent to spam.
• If possible, let participants know ahead of time that their emails will be coming from noreply@remesh.ai.
• Designate or create an email to field participant questions, and change the "reply to" field to this email address when drafting your email content.
• Add a name or organization to the subject line. This will help participants identify who the email is from.
• We recommend having a minimum of 20 participants in each Remesh Conversation to ensure the algorithms are fully optimized.
• We recommend using our templates for your emails, but if you’d like to change the template please keep the following in mind:
  • Keep the subject line succinct and engaging
  • Avoid key words that may flag the email as spam such as money, dollars, win, lucky etc.
  • Make sure the details of the session are at the top of the body of the email including date, time and when the link will be sent
  • If you need to add an internal project code for your records, add that to the end of the subject line or body of the email.
• If you are seeing low open rates, try scheduling your emails between 10am-2pm local participant time.

Frequently Asked Questions

• How long do you retain uploaded participant emails?
  30 days after your Conversation ends, emails will be automatically deleted from the platform.

• What should I do if I’m working with a recruitment parter?
  You will want to chat with your recruitment partner and review our Audience Recruitment Best Practices to create a plan specific to your research, but typically if you are working with a recruitment partner we see users do the following:

  • Select Unique Links
  • Uploading participant data is optional, you can read more about that here.
  • You will likely want to select that you will not be managing invitations and reminders through Remesh.
  • Click submit, download your template and share with you recruitment partner along with our Audience Recruitment Best Practices
• What happens if I upload multiple templates?
  Uploading multiple files will not overwrite your previously uploaded participant data, it will append your previously uploaded data. You can continue to upload participant data until you publish your Conversation, at which point you will no longer be able to add additional data. 
• Can I send a test email?
  Yes! You can send a test email either when you set up your emails, or by accessing an already scheduled email, entering your email address and sending.
• If I don’t want to utilize Remesh to manage my audience communication, what steps should I follow instead?
  Although we recommend utilizing our tools for audience communication, if you choose to recruit and communicate with participants off Remesh you would simply copy your link if you’re using a single participant link, or download your links if you are using unique links and use your own tool to manage sending links to participants.
• Is there a way for two conversations to have the same link?
  While there is not a way for two conversations to have the same link, you can convert or reopen a conversation which would keep the same link. Learn more about these options here!
• If I forgot to send participants unique links, is there any way to recover participant information?
  We do not have a way to track participants without using unique links. You may be able to determine participant identity from click through rates if you have access to that information, or you can recontact participants and confirm their attendance.
• Can I make a QR code using the participant link?
  Yes! Currently you cannot create a QR code within the platform, but many users have successfully created QR codes with external websites. We always recommend testing the QR code before sharing it with your participants and we only recommend this method for single participant links.
• Can Remesh be accessed by participants on a shared device?
  Yes, Remesh can be accessed on a shared device! Please keep in mind that if you intend to have multiple participants access a Flex Conversation on the same device, the browser will save progress for 24 hours. We recommend utilizing a Chrome incognito window in this instance.
• How do you unique links work?
  You can read more about unique links and how they work here.
• Who has access to the audience management tools in my Conversation?
  Anyone who has edit access to a Conversation, including individuals who have been added as collaborators to your Conversation and anyone who is in your team. You can read more about user permissions here.
• What happens if I do not set up my Audience page?
  If you do not make any selections on the Audience page, the settings will default to a single participant link.