Participant Sourcing

Recruit the people your research needs.
Keep recruitment with the research.

Reach industry professionals or everyday consumers. Combine audience targeting with a study-specific screener, then review the people behind the responses.

14-day trial · No credit card required

Start with the people you need to hear from

Useful research starts with a clear audience. Tetra brings participant sourcing into your project so you can define a study, review candidates, and coordinate interviews without disconnecting recruitment from the work that follows.

Recruitment is integrated with Respondent. Choose criteria that reflect the people your study needs, use screener questions to assess fit, and review responses before inviting candidates. You can also conduct research with your own participants.

Coordinate the steps before the interview

Define your audience

Set the study requirements and screener questions. Ask about the experiences or responsibilities that matter to your research question.

Review and communicate

Review candidate profiles and screener responses, then use participant conversations to coordinate the next steps.

Schedule and complete

Manage session booking and completion as part of the study, with recruitment credits supporting the paid sourcing workflow.

Recruit B2B participants by industry and experience

A job title alone does not tell you whether someone can answer your research questions. Start with an industry, then narrow the audience by job title, company size, and relevant skills. Tetra’s Respondent integration brings these professional criteria into the study setup.

Select up to five industries, ten job titles, and twenty-five skills. Company-size options help distinguish a small team’s workflow from an enterprise buying process. Use the screener to confirm what people actually do: the tools they use, decisions they own, or tasks they have completed.

Harbor · Team onboardingAudience criteria
Who we need to hear from

Operations leads

People who recently introduced a tool to their team.

SoftwareRecent onboarding experience

Maya Chen

Operations lead · 80-person software company

Invited a 12-person team to a new workspace last month.
Fictional study and participant profiles. Industry narrows the audience; the screener checks experience.

Software buying research

Target software professionals and relevant job titles. Screen for involvement in a recent evaluation, shortlist, or purchase. Compare buyers with day-to-day users instead of assuming they have the same needs.

Financial services workflows

Start with banking or financial services professionals. Use role and company size to focus the audience, then ask which reporting, approval, or customer-service tasks they personally handle.

Retail operations research

Define the retail roles you need, then screen for recent experience with inventory, order fulfillment, or returns. Ask about responsibilities directly rather than using seniority as a substitute.

These are study-design examples, not promises of participant availability. The combination of location, professional criteria, and screening requirements affects who can qualify.

Define a consumer audience with demographic criteria

For consumer research, choose General Population and set the countries relevant to your study. Optional demographic criteria include age range, household income, gender, and ethnicity. Keep the audience tied to the product decision you are making.

For example, a shopping-app study could focus on adults in a launch market, then screen for a recent online purchase. A budgeting study could use household-income criteria and ask how participants currently track spending. Demographics describe the audience; screening questions establish relevant behavior.

Fieldnote · Grocery shoppingUnited Kingdom
Participant context

Nora Williams

34 · Bristol

Places a weekly grocery order for her household.
Check the behavior

How do you decide whether to repeat a previous order?

Age describes the audience. Recent shopping experience determines whether the person fits this study.

Fictional case: Fieldnote’s grocery-shopping study. These profiles are not live recruitment results.

Use only the restrictions your research needs. A narrow set of filters can exclude useful perspectives. If you need to compare groups, review the candidate mix before scheduling; selecting an age range alone does not create balanced quotas or a representative sample.

Build a research screener that tests fit

Audience filters get you closer to the right people. A screener checks the experience you need for this particular study. Tetra supports single-select and multi-select questions, short and long text responses, numeric answers, and sliders, with required questions and skip logic.

Ask about a recent action before asking for an opinion. For a software buying study, “What was your role in choosing your team’s current research software?” separates evaluation experience from everyday use. Follow with a question about when that decision happened and an open response about the process.

Harbor · Recruiting team leads

How were you involved in choosing your team’s workspace?

Follow-up question

Which alternatives made your shortlist?

“We compared Harbor with our shared drive. Keeping everyone in one place won us over.”

Maya · Operations lead · Evaluator

Fictional case: different answers route candidates to questions about their actual experience.
  1. Establish experience. Ask which tasks the person performed and when, with answer options that include people who do not fit.
  2. Route relevant follow-ups. Use skip logic to ask buyers about evaluation and users about everyday work.
  3. Review the explanation. An open-text response can reveal whether the participant’s experience matches the research question.
  4. Invite deliberately. Review candidate responses and the mix of perspectives before coordinating interviews.

Make the commitment clear before recruitment

Study setup brings session duration and participant compensation into the same workflow. Define what you are asking participants to commit to, then check the audience and screener before moving on to recruitment.

Harbor · Participant invitation
You’re invited

Tell us about your first week with Harbor.

Talk about setting up your workspace, inviting colleagues, and getting the first project underway.

Format
Remote interview
Time
30 minutes
Compensation
£30
Fictional study brief. Compensation illustrates the participant commitment; it is not Tetra’s recruitment pricing.

A recruitment workflow for a new study

  1. Write the study objective and decide which participant characteristics are essential. Keep optional preferences separate from the criteria needed to answer the research question.
  2. Create the recruitment study and screener. Review candidates against the same criteria before inviting them to schedule.
  3. Run the interview, record the session outcome, and continue into transcription and analysis in the project.

Questions before you start

Can I recruit both B2B and consumer participants?
Yes. Choose Industry Professionals for professional targeting or General Population for consumer research. Add the audience criteria and screening questions appropriate to the study.
What is the difference between targeting and screening?
Targeting defines who the study seeks, using criteria such as industry or age. Screening asks people about their experience so you can assess whether they fit this study. Use both before inviting candidates.
Is recruitment included in the software subscription?
Participant sourcing is priced separately through recruitment credits. Check the pricing section for current audience options and costs.
Can I bring my own participants?
Yes. Recruitment is optional. You can schedule interviews with your own participants or work with recordings you already have.

Try it with your next research project.

Start with existing interviews or recruit participants for a new study. Choose the workflow that fits your team.

Participant recruitment is priced separately. See pricing for plan details.