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Participant Recruitment in Lookback
Participant Recruitment in Lookback

How to recruit your participants from User Interviews through Lookback

Russ Troester avatar
Written by Russ Troester
Updated over a week ago

At the heart of any user research are your users or, as we refer to them at Lookback, your Participants. With the help of our friends at User Interviews, you can recruit participants directly through Lookback without the need for a separate User Interviews subscription.

Participant Recruitment through User Interviews is currently available for unmoderated rounds (Tasks and SelfTest) but will be added for moderated testing soon!

Available on the following plans

  • All paid subscriptions

Recruit is not currently available on our free trial

Table of Contents

Recruiting Participants

  1. Create your new Tasks or SelfTest Round
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  2. On the Choose your participants page, select, Recruit via Lookback and then click Next

  3. Proceed through the Settings and Test setup as you normally would
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  4. When you get to the Participants section:
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    1. Screener (optional): In this section, you can create screener questions for your potential participants. These questions will be provided to the participants that meet the Recruit Criteria in the next section to help further narrow down your selection.

      1. Questions: you can add as many questions as you want. Each question will allow for the participant candidate to choose only one (1) option.
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      2. Options: You can add as many options to each question as you like. On the right side, you can designate them as Accept or Reject
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        1. Accept: If they choose one of the options marked with Accept, they will be qualified for that question
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        2. Reject: If they choose one of the options marked with Reject, they will be disqualified for that question

        🚀 Please note: The participants will not know which options are marked as Accept or Reject. If you have multiple screener questions and they choose a Reject option for any of the screener questions, they will be disqualified from consideration for your study.

      Example: Referring to the screenshot above, you're looking for participants who have purchased a kitchen appliance in the last 6 months so if they choose 0-3 months ago or 4-6 months ago (and they meet the criteria in the following section), they will be added to your list of potential participants for review.
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    2. Recruit: This is where you will select the criteria your participants need to meet in order to be considered for your study. All sections must be completed before you'll be able to launch your study

      1. Study details: Click the + Add study details button to add a title and description of what the study is about. This will be sent to the panel of participants so they can decide if they'd like to participate in the study. Once you've finished adding the details, click Save


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      2. Recruitment criteria: Click the + Add criteria button and then select the criteria for your participants that you'd like to recruit from. You can choose as many options as you like from the following categories. The cost per participant is $49 USD and an additional $49 USD if you select from any of the advanced criteria (details below). :
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        1. Most popular: A pre-selected list of the most commonly used criteria
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        2. Demographics: Information about their personal life and situation, e.g. Age, Employment status, Household income, etc.
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        3. Professional: Information about their employment status and other work related criteria
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          1. Basic criteria: Employment status, Gig or Contract occupation, and Military service status
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          2. Advanced criteria (adds $49 USD per participant): Work setting, occupation, industry, etc.

        4. Product and services: What types of products and services they are using or have used in the past, e.g. Online marketplaces, Food delivery services, Social networking platforms, etc.

        5. Technical: What type of device(s) do they have available and what types of technology are they familiar with, e.g. Browser, Smartphone operating system, etc.

          As you select your criteria categories, they will be listed on the right-hand side where you can then click on each one and choose as many options as you like

          After you've selected all your desired criteria, click the Save button in the lower right corner
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      3. Details
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        1. Number of participants: How many participants you need for your study
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        2. Incentive amount: Amount sent to the participant after completion of the study
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        3. Days to complete session: The time the participant has to complete the study after being approved
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        4. Session length (minutes): Estimated time the participant needs to complete all tasks

      4. Fee summary Now that you've selected all your options, review the total cost to recruit your participants
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        1. If you are only using the basic criteria for participants, the cost is $49 USD/participant. If you added any of the advanced criteria, the cost is $98 USD/participant
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        2. Incentives are charged at the incentive amount plus a 6% processing fee

      5. When you've confirmed the amounts, click Launch (if you already have credits) or Buy credits to proceed
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  5. (If you already have credits please skip to step 7) To buy credits, confirm the amount to be charged and then choose from the following options:
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    1. Pay now: You'll be taken to the stripe checkout page where you can use the credit card on file or add a new card to process payment.
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    2. Copy payment link: creates a temporary billing link that you can send to someone else to process the payment.

  6. The Recruit page should update showing the credits have been applied with the message You're ready to launch! 🚀

  7. Proceed through the options under Collaborators
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  8. When you've confirmed all your round settings and are ready to start recruiting your participants, click Launch in the lower left corner
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  9. In the Launch with Recruit window, review the next steps and when you're ready to start recruiting, click Launch.

    🚀 Please note: Once launched, you cannot change any of your criteria and recruitment settings for this round.

  10. Now you'll see the round has updated to indicate that you are actively recruiting

Reviewing and Approving Participants

As participants meet your criteria, they will show up under Participants to approve. Click on this to review and approve your participants. Once approved, they'll show under Participants recruited until you've recruited all participants for your study. Those who have been recruited will automatically be sent the Lookback Participant Link they need to complete your study.

Purchasing Credits

Credits can be purchased for a project prior to recruiting your participants. These credits can be used for the recruitment or incentive fees. To purchase additional credits for a project:

  1. Open the project

  2. Click on the Credits tab on the left
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  3. Click Buy credits
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  4. Enter the amount and click Submit
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  5. Confirm the amount to be charged and then choose from the following options:
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    1. Pay now: You'll be taken to the stripe checkout page where you can use the credit card on file or add a new card to process payment.
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    2. Copy payment link: creates a temporary billing link that you can send to someone else to process the payment.
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  6. Close the Credits added tab
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  7. Click Done on the Buy credits window
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  8. Your credits should now update to show how much you have available

Transferring Credits

Credits are associated with a particular project, but they can be transferred to other projects in your Lookback Organisation as needed. To transfer credits to another project:

  1. Open the project with the credits you wish to transfer from
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  2. Click on the Credits tab on the left
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  3. Click Transfer in the credits section
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  4. Enter the amount of credits you wish to transfer, up to the amount you have available
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  5. Search for and select the project you wish to transfer the credits to
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  6. On the Confirm transfer window, check that everything is correct and click Transfer to complete the process

FAQs (Frequently Asked Questions)

What countries can I recruit participants from?

  • United States

  • Australia

  • Canada

  • France

  • Germany

  • India

  • South Africa

  • United Kingdom

If I chose "Invite my own participants" but decided I want to Recruit via Lookback instead (or vice versa), can I change that setting in the round?

Not at this time. If you need to change your recruitment option, you will need to recreate the round from the beginning. If you duplicate the round, it will also duplicate your recruitment settings, but you can copy and paste from one round to the other to save some time.


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