UitbreidenOS When to activate
- Recruiting participants for user research studies
- Defining inclusion/exclusion criteria for studies
- Building screener surveys for recruiting platforms
- Managing participant quotas and diversity targets
- Evaluating screener quality and no-show rates
When NOT to use
- For survey research questionnaires
- For customer satisfaction surveys
- For market research segmentation studies
Instructions
- Define target participants. Who represents the user population for this study? Behaviors, not just demographics.
- Set inclusion criteria. 3-5 must-have characteristics: product usage, frequency, role, experience level.
- Set exclusion criteria. Who to exclude: competitors' employees, UX professionals (for some studies), recent participants.
- Write screener questions. 8-12 questions, mix of open and closed. Use indirect questions to avoid gaming ("Which of these tools do you use?" not "Do you use Tool X?").
- Add red herring options. Include plausible distractors to prevent participants from guessing the "right" answer.
- Set quotas. Target breakdown: e.g., 4 power users + 4 casual users, balanced by platform (iOS/Android).
- Pilot test. Run screener with 2-3 people to check clarity, completion time (<5 min), and criteria accuracy.
Example
Screener: Onboarding Study
Inclusion:
- Signed up for [Product] in last 14 days
- Used mobile app at least once
- Has NOT completed onboarding flow
Exclusion:
- Works in tech/UX/design
- Participated in research in last 6 months
Screener Questions:
Q1: "Which of the following apps have you used in the past month?" (multi-select, include 8 options including our product)
Q2: "How often do you use [category] tools?" (Daily/Weekly/Monthly/Rarely)
Q3: "When you signed up for [Product], what were you hoping to accomplish?" (open-ended)