UX research recruiting email tips
Guidance on how to recruit through email for UX research participants
When sending emails to participants from Qualtrics or Marketo, coordinators may customize emails in a few ways.
- Always send yourself at least one test email
- Add an opening line above the study details. This can be a way to reference the time of year or add other personalization not in the template.
- Example:
I hope you had a great weekend! We have a new study available and would love to include your perspective! Here are all the details:
- Example:
- Feel free to lightly re-write parts of the email template to make them sound more like your voice. Some of our UX research participants receive many emails from us, so changing them up slightly will be nice reinforcement that a human is actually on the other side of the process.
- Experiment with subject lines (
We have a new study for you!
;See if you're a match with our new study
; etc.) - Adjust the
sent from
display name toName from GitLab
- If your response rate is low, but you think that your target participants are in your segment, send one reminder email rather than immediately starting a new segment.
- Send the reminder no sooner than 4 days after your first email was sent
- Add a brief note to the top of the email. Otherwise Qualtrics will just send a link to the survey
- Write a new subject line (
We still want to hear from you!
;Reminder: Take our quick survey
) - If you suspect that not many of your target participants are in your segment (i.e., because they are security professionals or others that we’ve struggled to recruit) don’t send a reminder. Sending too many reminders increases the risk of unsubscribes.
- Schedule your email to send between 5 am - 11 am PT
Below are email/message templates that you can use for communicating with research participants. Whenever possible, we strongly encourage you to customize each message for the individual and circumstance.
System Usability Scale survey
- Subject lines:
SURVEY: How would you score GitLab's usability?
New! Help us measure GitLab's usability over time
Survey for you! How would you rate GitLab's usability?
- Body:
|
|
Invitation to partake in a user interview, following successful screening
|
|
Outreach internal customers (GitLab) in Slack
|
|
Last modified November 15, 2023: Fix markdown and image issues in UX (
bed95a10
)