This article on user recruitment best practices was written by Chuck Liu, an experienced head of user research. Liu outlines the challenges of recruitment and shares templates he has found effective in securing participants for studies within 24 hours. He advocates shifting the focus from “help me” to “how I can help you” by emphasizing the potential benefits to participants.
Liu describes optimizing recruitment based on analytics to target engaged users. He also suggests using a screening survey to qualify leads in order to personalize outreach. Three email template examples are provided for recruiting after engagement, following a survey, or for general feedback. Factors like timing, tone and value proposition are discussed. Real examples demonstrate Liu’s tested approach for consistently achieving high response rates.
The templates, insights and strategies shared aim to make the crucial but time-consuming work of recruitment more efficient. By applying best practices grounded in both marketing and user experience, the reader is equipped to have more meaningful conversations with participants and gather needed input from users.
