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How do I use the Recruiting section in Tree Testing

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Table of contents

The recruiting section will become available once you launch the study. Before launching, please ensure that all study settings are correct, as you won’t be able to make any changes afterward.

This section covers how to use the Recruit section to:

  • Share your study with your respondents
  • Set up an Onsite Recruiting Widget to recruit directly on your website
  • Order participants via the User Panel
  • Send out email invites through Own Database
  • Give away coupons as a reward for completing your study
Watch how to recruit participants for your study
Watch how to recruit participants for your study

Share your study via email, social media, or ad campaigns. Order panelists. Turn the visitors of your site into participants.

Share your study with your respondents Copy link

  • Sharing your study with respondents is easy! Just go to the Recruiting section and copy the URL that you find there. Alternatively, the URL can also be found on the Dashboard.
  • Share this URL with respondents (e.g., to your mailing lists or through social media).
  • You also have an option to directly share the study on your social media.
  • If you protected your study with a password, don’t forget to share that with your respondents as well.
Share the study with respondents

Share the study with respondents

Send your respondents your study address (and don’t forget to launch your study first!).

Set up an Onsite Recruiting Widget to recruit directly on your website Copy link

The Onsite Recruiting Widget allows you to turn regular visitors from your website into respondents in your studies. The widget works as a tool independent of your study, allowing you to manage recruitment for your studies on multiple domains in one place.

To start using an Onsite Recruiting Widget, click Add Onsite Recruiting to create a new widget with your study assigned as the target of recruitment. The widget will start appearing on your site once you’ve launched both the study and the Recruiting Widget. To learn how to set up your Recruiting Widget, please see the dedicated section.

If you already have Onsite Recruiting Widgets assigned to recruit respondents into your study, you will see them listed here.

Watch how to convert your website visitors into study participants
Watch how to convert your website visitors into study participants

Adding the Recruiting Widget on your website is simple. Start recruiting authentic members of your target audience in a few easy steps.

How to invite participants from Own Database Copy link

Own Database is the ultimate tool for researchers who have a big pool of their own participants or users willing to participate in their studies. Simply import the email addresses of these participants into UXtweak together with any additional information you might want to use for the targeting process.

To set up an invitation batch, click Add Own Database. This will take you directly to the setup of the Own Database recruiting for this study.

Read more about how to set up the Own Database recruiting in its own section.

How to order participants via the User Panel Copy link

If you need more participants, you can always order new ones through our User Panel. This option provides you with access to more than 155 million users from 200+ countries with more than 2000 profile attributes to choose from.

To create a new panel, click Add User Panel. You will be taken directly to the setup of a User Panel order for this study.

Read more about how to use the User Panel in its own section.

Watch how to recruit study participants
Watch how to recruit study participants

Order the participants you need in less than 2 minutes. Choose the profiling attributes of your target audience, how many you need, for how long and let us handle the rest.

User Panel, Own Database, and Onsite Recruiting

User Panel, Own Database, and Onsite Recruiting

You can select additional recruiting options below the study link.

Give away coupons as a reward for completing your study Copy link

  • Coupons are an ideal and simple way how to provide visitors with an incentive to become respondents
  • Go to the Rewards tab. Here, you can either enter coupons manually or import them from a CSV file

Use UTF-8 encoded CSV files to ensure that the import works correctly. The simplest way to save your imported file with UTF-8 encoding is to edit it through Google Sheets (click the link for more instructions). To get a UTF-8 encoded file when saving your file in Excel, go to File -> Save As and select CSV UTF-8 before you click Save.

CSV file format example
  • Each coupon contains an alphanumerical code (of any length, but 250 at most) and an expiration date.
  • Coupons won’t be given away anymore once their expiration date has passed.
  • Use the Active/Inactive switch to turn the rewards on and off.
  • Below the switch, you can monitor the status of your coupons – how many were already used and how many remain.
  • Open a List of promo codes to see which coupons were already distributed and who received them. If it’s needed, you can even remove individual coupons.
Motivate your respondents!

Motivate your respondents!

Coupons can be imported or added manually, code by code. They will be given to the respondents once they complete the study.

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