{"id":933,"date":"2025-04-29T06:58:48","date_gmt":"2025-04-29T06:58:48","guid":{"rendered":"http:\/\/localhost:8091\/planning-a-freeform-interview-guide\/what-is-done-in-the-participants-step-of-the-planning\/"},"modified":"2025-06-30T13:31:53","modified_gmt":"2025-06-30T13:31:53","slug":"participants-step","status":"publish","type":"page","link":"https:\/\/www.uxtweak.com\/help\/freeform-interview-planning\/participants-step\/","title":{"rendered":"What is done in the Participants step of the planning?"},"content":{"rendered":"\n<p class=\"text-block\">This section covers how to use the Participants step to choose how you would like to recruit participants for your interviews in the following substeps:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Recruiting Management<\/li>\n\n\n\n<li>Custom Screening<\/li>\n\n\n\n<li>Participant Sources<\/li>\n<\/ul>\n\n\n<h2 id=\"recruiting-management\" class=\"heading-block\" tabindex=\"0\">Recruiting Management<a class=\"copy-link\" title=\"Copy link\" data-id=\"recruiting-management\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">First, you need to decide whether you would like UXtweak\u2019s help in recruiting participants or if you&#8217;d like to recruit participants on your own.<\/p>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/1-7.png\" alt=\"User Panel participants\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>User Panel participants<\/h4>\n                                                    <p>Let us help you by recruiting top-quality responses for your interviews.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    \n\n    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/2-6.png\" alt=\"Own Sourced participants\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Own Sourced participants<\/h4>\n                                                    <p>Combine 3 different recruiting channels to recruit your own participants for your interviews.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"custom-screening\" class=\"heading-block\" tabindex=\"0\">Custom Screening<a class=\"copy-link\" title=\"Copy link\" data-id=\"custom-screening\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">In this substep, you can choose to include a custom screening question in your interview.<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>The Screening question is shown to the participants during the registration for time slots. Participants cannot continue before they answer this question (if you have turned it on).<\/li>\n\n\n\n<li>The Screening question can only be a&nbsp;<em>multiple-option<\/em> question.<\/li>\n\n\n\n<li>To screen the participants properly add only mutually exclusive options in your screening question.<\/li>\n\n\n\n<li>The purpose of the Screening question is to accept only those respondents who meet certain conditions.<\/li>\n<\/ul>\n\n\n\n<div class=\"step-block\">    <div class=\"step-instance\">\n        <span class=\"step-number\">Step 1<\/span>\n\n                    <p>Write your question. You can provide additional information in the description when necessary.<\/p>\n            <\/div>\n    \n\n    <div class=\"step-instance\">\n        <span class=\"step-number\">Step 2<\/span>\n\n                    <p>Select whether you want the screening question shown as a dropdown or a radio button selection.<\/p>\n            <\/div>\n    \n\n    <div class=\"step-instance\">\n        <span class=\"step-number\">Step 3<\/span>\n\n                    <p>Click &#8220;Add option&#8221; and create as many answer options as you want.<\/p>\n            <\/div>\n    \n\n    <div class=\"step-instance\">\n        <span class=\"step-number\">Step 4<\/span>\n\n                    <p>Use the Reject checkboxes to select which options should lead to the rejection of the respondents who pick them.<\/p>\n            <\/div>\n    \n\n    <div class=\"step-instance\">\n        <span class=\"step-number\">Step 5<\/span>\n\n                    <p>Below the screening question, you can customize the message seen by respondents who have been rejected.<\/p>\n            <\/div>\n    \n\n    <div class=\"step-instance\">\n        <span class=\"step-number\">Step 6<\/span>\n\n                    <p>You can also set the redirect URL to those who have been rejected (e.g., to link them to your different study that is open to anyone).<\/p>\n            <\/div>\n    <\/div>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/3-6.png\" alt=\"Screening question setup\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Screening question setup<\/h4>\n                                                    <p>Add your custom screening question with as many options as you need.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    \n\n    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/4-6.png\" alt=\"Screening behavior\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Screening behavior<\/h4>\n                                                    <p>Provide either a screen-out message or a redirect link.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"participant-sources\" class=\"heading-block\" tabindex=\"0\">Participant Sources<a class=\"copy-link\" title=\"Copy link\" data-id=\"participant-sources\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">In this substep, you add and manage the sources from which the participants will be recruited for your interview.<\/p>\n\n\n<h2 id=\"user-panel-participants\" class=\"heading-block\" tabindex=\"0\">User Panel participants<a class=\"copy-link\" title=\"Copy link\" data-id=\"user-panel-participants\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">If you choose to recruit participants from the&nbsp;<a href=\"\/help\/user-panel-setup\/\">User Panel<\/a>, you must add a User Panel order to your interview.<\/p>\n\n\n\n<p class=\"text-block\">The targeting you are looking for is all set up in the order itself. You will also be provided with an estimate of the price of your recruiting order. UXtweak staff will then contact you about the final price and then we will take care of the whole recruiting process for you.<\/p>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/5-6.png\" alt=\"User Panel orders\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>User Panel orders<\/h4>\n                                                    <p>You can add multiple orders for your interview. Each order has a separate set of time slots.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"own-sourced-participants\" class=\"heading-block\" tabindex=\"0\">Own sourced participants<a class=\"copy-link\" title=\"Copy link\" data-id=\"own-sourced-participants\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">You can combine all of the own sourced recruiting options in your interview. You can recruit using the direct link,&nbsp;<a href=\"\/help\/managing-own-database\/\">Own Database<\/a>,&nbsp;and&nbsp;<a href=\"\/help\/onsite-widget-recruiting\/\">Onsite Recruiting widget<\/a>.<\/p>\n\n\n\n<p class=\"text-block\">You can add multiple different participant recruiting channels to your interview.<\/p>\n\n\n\n<p class=\"text-block\">Each time slot in the\u00a0<a href=\"\/help\/freeform-interview-planning\/schedule-step\">schedule<\/a>\u00a0can be connected to only one recruiting source.<\/p>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/04\/6-3.png\" alt=\"Your own recruiting sources\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Your own recruiting sources<\/h4>\n                                                    <p>Add and combine Own Database, Onsite Widget, and direct link recruiting. Each recruiting has a separate set of time slots.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n","protected":false},"excerpt":{"rendered":"<p>This section covers how to use the Participants step to choose how you would like to recruit participants for your interviews in the following substeps: First, you need to decide whether you would like UXtweak\u2019s help in recruiting participants or if you&#8217;d like to recruit participants on your own. In this substep, you can choose [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":861,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-933","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/933","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/comments?post=933"}],"version-history":[{"count":8,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/933\/revisions"}],"predecessor-version":[{"id":2981,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/933\/revisions\/2981"}],"up":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/861"}],"wp:attachment":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/media?parent=933"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/categories?post=933"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/tags?post=933"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}