Audience Recruitment Best Practices

Overview

Reference the following resources if you are recruiting your own participants or working with a third party vendor, and would like to manage email communication off the Remesh platform. If you are intending to manage email communication using Remesh’s audience management tools, please reference this article.

If you are conducting Employee Research, please reference this article instead!

Included in this Article

1. How it Works
2. Screen Participants
3. Invite and Remind Participants
4. Incentivize Participants
5. Best Practices

How it Works

Remesh has two primary product offerings: Live and Flex. You can read about the differences between these two 0fferings here. You will want to adjust your recruitment strategy slightly based upon whether you are conducting a Live or Flex Conversation, which we have outlined below. Overall our recommended process is quite similar for both. You will need to screen your participants, invite your participants, remind your participants and incentivize your participants.

Screen Participants

Screening participants will take place off the Remesh platform and must be managed by your team or your recruitment vendor. Your screener questions will identify which individuals will be a good fit for your research. If you've asked screener questions that you would like to use in your Remesh Conversation to segment your data, you can either upload participant data or re-ask these questions as onboarding polls in your Discussion Guide.

Invite and Remind Participants

After you've screened participants and they have committed to participating, you will need to send them invitations and reminders. As a reminder, this article is specific to managing email recruitment off-platform, if you are planning to utilize our on-platform audience management tools please reference this document! You can find a Recruitment Communication Template here which we recommend customizing to your needs.

You will need to include the participant link to the Remesh Conversation, which will be generated after you create your conversation and select your settings on the audience page.

Suggested communication timeline Live:

• Confirmation email as soon as participant selected
• Reminder 24 hours before the Remesh start time
• 15 minutes before the Remesh start time (include participant link)

Suggested communication timeline Flex:

• Confirmation email as soon as participant selected
• Invitation when the conversation starts (include participant link)
• Reminder 1 day after start (include participant link)
• Final reminder 2 days after start (include participant link)

Additional participant resources:

• How to be a Participant Guide. Can be sent to participants ahead of session to provide a guide of
• Preparing Participants. Videos and images that can be shared with participants to help them understand how a Remesh Conversation works.

Incentivizing Participants

If you are intending to incentivize participants you will need to ensure you are using unique links. Single links are not able to track participants and will be unable to identify which participants accessed the Conversation. After your Conversation has ended you can return to the Audience page to review which participants accessed the Conversation and how much they 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 manage email communication on Remesh and utilized unique links, you will see the unique link along with participation rates, but not the participants’ emails.

Best Practices

• Be clear and direct in any communications to participants, and communicate to them early and often!
• We typically suggest 5 business days to fully recruit participants for a Remesh Conversation.
• Provide some initial instructions to the participants so they can familiarize themselves with the platform. You can find sample language and participant videos in the above templates.
• Use a screener (or another recruiting survey or tool) to recruit participants to the session. If they qualify for the Remesh Conversation, be sure to explicitly ask them if they are willing to join and participate at the exact date and time required.
• We recommend having a minimum of 20 participants in each Remesh Conversation to ensure the algorithms are fully optimized.