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Key Concepts Explained

Self-Recruited Panel: This is where you get a shareable link from Conveo that you can send directly to potential participants or share with third-party recruitment services. Think of it like creating a signup form that automatically connects to your study - participants click the link and get their own unique interview session. Integrated Panel Providers: These are external recruitment companies (like Respondent) that Conveo partners with to find participants for you. Instead of finding people yourself, you tell them your requirements and they handle the recruitment process, sending qualified participants directly to your study. Recruitment Specifications: This is where you define exactly who you want to interview - demographics like age, location, gender, plus custom screening questions to ensure participants meet your specific criteria before they can join your study.

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Pro Tips

  • Start with realistic limits: If you set a participant limit (like 30 responses), the link becomes invalid once you hit that number. Set this slightly higher than your target to account for no-shows or incomplete interviews.
  • Use CSV uploads strategically: When you need to track individual participants or send personalized invitations, upload a CSV file. This creates unique links for each person, making it easier to follow up and manage your participant list.
  • Layer your screening questions: Start with basic qualifying questions (like “Have you used our product?”) before adding more detailed ones. This saves time for both you and potential participants.
  • Consider panel provider timing: Integrated panel recruitment typically takes longer to set up but can provide higher-quality, pre-screened participants. Self-recruitment is faster but requires more work on your end.

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Quick Reference

  • Recruitment Tab: Main area for setting up participant recruitment
  • Self-Recruited Panel: Generate shareable links with optional email collection and participant limits
  • Add Panel Button: Access integrated third-party panel providers
  • CSV Upload: Create unique links for individual participants
  • Launch Panel: Send recruitment specs to integrated panel providers
  • Screening Questions: Add qualifying/disqualifying questions with custom answer options

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Complete Written Guide

If you prefer to read or want a reference, here’s the complete step-by-step process:

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Step 1: Access Recruitment Settings

After setting up your topic guide, navigate to the Recruitment tab in your Conveo study dashboard. This is your central hub for managing how participants join your study.

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Step 2: Choose Your Recruitment Method

Option A: Self-Recruited Panel
  1. Select the self-recruited panel option to generate a shareable link
  2. Configure participant email collection if you want to capture contact information
  3. Set a participant limit (optional) - the link becomes invalid after reaching this number
  4. For individual tracking, upload a CSV file to generate unique links per participant
Option B: Integrated Panel Providers
  1. Click the Add Panel button at the top of the recruitment section
  2. Choose from available integrated providers (currently Respondent is fully integrated)
  3. Select notification options for tracking completion rates

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Step 3: Set Up Recruitment Specifications (Panel Providers)

When using integrated panel providers:
  1. Specify your target number of participants (e.g., 40 people)
  2. Set geographic requirements (e.g., Belgium)
  3. Define demographic criteria:
    • Age ranges (e.g., 30-55+)
    • Gender preferences
    • Interest categories
  4. Add screening questions with qualifying/disqualifying answer options
  5. Include additional custom screening questions as needed

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Step 4: Launch Your Recruitment

  • Self-recruited: Share your generated link through your preferred channels
  • Panel providers: Click Launch Panel to send specifications to your chosen recruitment partner

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Step 5: Monitor Recruitment Progress

Track participant sign-ups and completions through your Conveo dashboard. For panel providers, you’ll receive notifications as interviews are completed.

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Best Practices

Before You Start:
  • Clearly define your ideal participant profile before setting up recruitment
  • Prepare your screening questions in advance - think about what would disqualify someone from your study
  • Consider your timeline - panel providers take longer but require less effort from you
While Working:
  • Test your recruitment link before sharing widely to ensure it works correctly
  • Monitor your participant limit if you’ve set one - you might need to adjust based on response rates
  • Review screening question responses regularly to ensure you’re getting quality participants
Quality Control:
  • Test your recruitment link before sharing to ensure it works properly
  • Review your screening criteria to balance specificity with realistic availability
  • Consider your timeline - integrated panels typically take longer than self-recruited participants
  • Track response rates and adjust your approach if needed
Anything missing? Let us know at [email protected] and we’ll help you out!