Recruit Page Overview
The Recruit tab is your control center for participant recruitment. Here you configure who can participate in your study and how many responses you need.
Managed Panels
Panels are groups of participants from recruitment providers. You can configure multiple panels per study.
Panel List
The managed panels list shows:
Column | Description |
Panel Name | Identifier (Panel 1, Panel 2, etc.) |
Provider | Recruitment source |
Target Count | Desired completions |
Status | Active, Paused, Complete |
Progress | Responses received vs. target |
Adding Panels
Click Add Panel
Configure demographic criteria
Set target completion count
Save the panel
You can run multiple panels simultaneously for larger or segmented studies.
Panel Configuration
Each panel has specific settings:
Target Population
Define the overall pool size and characteristics:
Setting | Description |
Population Size | Estimated available respondents |
Target Completions | How many responses you need |
Completion Rate | Expected qualification rate |
Provider Settings
Configure provider-specific options:
Provider selection (if multiple available)
Cost per complete
Quality requirements
Demographic Criteria
B2C Criteria Groups
For consumer studies:
Criterion | Options |
Age | Age ranges (18-24, 25-34, 35-44, etc.) |
Gender | Male, Female, Non-binary, Prefer not to say |
Income | Income brackets |
Education | Education levels |
Region | Geographic areas |
B2B Criteria Groups
For business studies:
Criterion | Options |
Country | Target countries |
Company Size | Employee count ranges |
Industry | Industry sectors |
Job Function | Role categories |
Seniority | Level in organization |
Managing Criteria
Adding Criteria
Click Add Criterion in your panel
Select the criterion type
Choose allowed values
Criteria immediately updates population estimate
Editing Criteria
Click any criterion to modify:
Change selected values
Add or remove options
See impact on feasibility
Deleting Criteria
Remove criteria you no longer need:
Click the X on the criterion
Population estimate updates automatically
Criteria Groups
Group related criteria together for organization:
Creating Groups
Click Add Criteria Group
Name the group
Add criteria to the group
Common Groupings
Group | Typical Criteria |
Demographics | Age, Gender, Income |
Behavioral | Purchase history, Usage frequency |
Professional | Job role, Industry, Company size |
Population Targeting
Real-Time Estimates
As you adjust criteria, the system shows:
Estimated population size
Impact of each criterion
Warnings for small populations
Balancing Reach vs. Specificity
Approach | Trade-off |
Broad criteria | Faster completion, less targeted |
Narrow criteria | Slower completion, more relevant |
Mixed approach | Use quotas for balance |
💡 Tip: Start with broader criteria and use quotas to ensure representation across key segments.
Creating and Updating Criteria
Bulk Updates
When you have multiple panels:
Create criteria template on first panel
Duplicate to other panels
Adjust specific values per panel
Version Control
Criteria changes after launch:
Don't affect already-completed responses
Apply to new participants only
Consider impact on quota fill rates