Self-Serve Recruitment
This guide covers setting up your own participant recruitment study using our self-serve option. You'll manage the process yourself using our pool of millions of participants.
Step 1: Details
Set up your basic study information:
- Study Title: Choose a descriptive, engaging title for participants
- Study Details: Brief description explaining what participants should expect
- Research Methodology: Select from Moderated (other options like Diary Study, Focus Group, and Unmoderated coming soon)
- Time Required: How long each participant session will take
- Compensation: Set the incentive amount for participants
- NDA: Optionally require participants to sign an NDA
Step 2: Audience
Define who you want to recruit:
- Target Number of Participants: How many qualified participants you need
- Target Audience: Choose Industry Professionals (B2B) or General Population (B2C)
- Industries: Select up to 5 relevant industries (B2B only)
- Topics: Select up to 2 topics (B2C only)
- Job Title & Company Size: Specify roles and organization sizes (B2B only)
- Demographics: Set age ranges, gender, ethnicity, and household income requirements
Step 3: Questions
Create custom screener questions to qualify participants:
- Multiple question types available (single select, multi-select, etc.)
- Set answer options as "Qualify" or "May Select" to control who gets accepted
- Mark questions as required or allow participants to skip
- Use logic to filter for the exact participants you need
Step 4: Review
Review your setup and complete payment:
- See total cost breakdown (participant credits + incentive amount)
- Check your available balance
- Purchase additional credits or add incentive funds if needed
- Publish your study to start recruiting participants
Once published, participants will begin applying and you can start managing your recruitment process.
Next Steps
After publishing your study, you'll need to set up your calendar before you can invite participants.
Next: Calendar Setup →