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
- Configuring Your Audience
- Audience Distribution Tab - Your Custom Checklist
- Participants Tab - Monitor emails and Track Participant Completion Rates
- Emails Tab - Create and Edit Emails
- Advanced Settings
- Best Practices
- Frequently Asked Questions
Getting Started
Before you begin recruiting your audience within Remesh, you will need to create your Conversation. Once you create your Conversation, you can begin your audience management.
You will need to complete the schedule page in order to proceed past a certain point in the process. You do not need to have your discussion guide complete to begin recruiting, you can begin recruiting then continue working on your discussion guide over time.
Configuring Your Audience
Upon accessing the Audience page of your Conversation, you will see 3 options available to you.
| Option | Description | When to use it |
|---|---|---|
| Track Participants with Unique Links | Participants will be required to have unique identifiers appended to their link. These IDs will be tracked as participants join the conversation. If you select ‘no’, participants will remain anonymous and you will use a single, generic participant link. | We recommend tracking participants with unique links if you intend to track and incentivize your participants. If you would like your participants to remain anonymous, typically in Employee Research, you can select “No" which will provide a single link for all participants. Please note that by selecting no, you will not be able to identify which participants accessed your Conversation. |
| Upload Participant Data (requires unique links) | 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. | Use upload participant data if you have poll data collected outside of Remesh that you would like to include in the Conversation and attach to participants. Typically this data would be screener or HRIS data, and you can read more about this here. |
| Email Your Invitations and Reminders through Remesh | Distribute your invitations, reminders, and links through Remesh’s email management system. If you select ‘no’, you will be responsible for distributing participants their invitations and links. | Use this option if you would like to upload your participants’ email addresses and program the cadence and content of emails within Remesh, allowing our platform to do the rest. |
Select the options that best align with your recruitment goals, select the check box, then click submit.
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
Audience Distribution Tab - Your Custom Checklist
After configuring your audience, the distribution page will be customized based upon your selections. 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.
If you have already uploaded data into the platform, deleting your selections and starting over will remove any participant data that has been uploaded.
Download Template
Depending on what combination of options you selected when configuring your audience, you may see a step 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 are utilizing unique links, downloading your template will bring you to a walkthrough of the process. This will prompt you to download a template, fill it in with your data, then upload into the platform
Upload Participant File
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.
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.
Guided Email Set Up
If you’ve chosen to manage your participant email communication through Remesh, you will first need to make sure your schedule page is complete and your participant template file has been uploaded. Once that is done, you can begin programming your email content. We recommend using our guided email set up, which will ask you a series of questions to guide you through the setup process. Alternatively, you can program your emails manually on the Emails tab.
You will have a few options available to you in the first step of the guided email setup.
| Option | When to use it |
|---|---|
| Include participant links in all emails, including the initial invitation and all calendar invites. | When utilizing single participant links, we recommend selecting the option to send the link in all communication as this will provide more opportunities for users to gain access to the link. |
| Email participant link(s) shortly before the conversation is scheduled to begin. | When conducting research with paid participants we recommend selecting the option to email participants shortly before the Conversation begins, to minimize the opportunity for links to be shared or adjusted. |
Email Communication Settings: These settings will default to our recommendations, but you are welcome to change any of the configurations to best suit your project.
When you’re done, click next, which will allow you to edit your email content which you can read more about here.
Participants Tab - Monitor Emails and Track Participant Completion Rates
The Participants tab will adjust based upon the settings you've selected. If you opted to manage emails through Remesh, you will be able to see which emails were delivered successfully and future scheduled emails. If you opted to track participants with unique links, you can also manage your participants including adding and deleting participants to your list.
If you are noticing that emails have not been delivered, we recommend reviewing our best practices and troubleshooting.
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.
If you did not configure your Conversation to utilize unique links, you will not be able to see which specific participants accessed the Conversation.
Emails Tab - Create and Edit Emails
On the emails tab, you can manage your existing email content and add additional content.
Guided Setup
By clicking guided setup on the right hand side, we will guide you through your setting up your emails. This is our recommended method, but you are welcome to draft emails on your own as well. You can also prompt the guided set up from the distribution tab. You can read more about it above.
Draft a New Email
Simply click “Add Email” customize your settings and click save. This email will now appear on your scheduled emails tab.
Edit an Existing Email
Navigate to your Scheduled tab, click the three dots to the right of an email and click edit. From here you can edit the content, send date and time, the subject and send a test email.
Duplicate an Existing Email
Navigate to your Scheduled tab, click the three dots to the right of an email and click duplicate. This will pop up the edit window allowing you to edit the content, send date and time, the subject and send a test email before saving.
Email Content
The email content page will default to our recommended templates, but you're welcome to make changes to these while keeping our best practices in mind. Any replies to automated recruitment emails that are programmed will be sent to the "reply to" email. This field will default to the person who created the Conversation, but we recommend ensuring the "reply to" email is a monitored inbox that someone or a group of people will be checking periodically and fielding participant questions.
Creating an email on the Emails tab is a great way to schedule and send an ad-hoc message to your participants if you need to update them about start time or send additional information that was not included in your originally scheduled emails.
Advanced Settings
| Option | Description | When to use it |
|---|---|---|
| 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. |
| 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.
- 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 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.