Recruiting participants

There are three ways to get participants into a study:

1. Bring your own — share the study link or embed the study in your product.
2. Your audience — invite contacts you’ve saved in Versive via email outreach.
3. The participant panel — recruit vetted participants through Versive’s Respondent integration.

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Your audience

The Audience is your organization’s contact list — a lightweight research CRM.

• Import contacts in bulk (deduplicated by email) or add them individually, with arbitrary metadata fields that become filterable columns.
• Add contacts to any study in one step: each gets a personal tracked interview link.
• Contact statuses track deliverability and consent — unsubscribed and bounced contacts are automatically excluded from future sends.

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The participant panel

The Recruit tab connects your study to a pool of 4 million+ consumers and professionals across 150 countries, powered by Respondent.

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Setting up a panel project

1. Define your target audience — B2C or B2B targeting with demographics (age, education, household income, and more) and professional attributes (industries, skills, seniority, company size). Versive’s AI assistant can draft the targeting and screener from your study goals.
2. Add screener questions — multiple choice, checkboxes, text, numeric, or slider-scale questions that qualify participants before they reach your study.
3. Set the incentive — as a rule of thumb, budget about $1 per minute of study length; B2B audiences typically require more.

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Tracking recruitment

Panel projects have a lifecycle of Draft → Active → Closed / Archived, with recruiting states of Not started, Recruiting, Recruited, and Paused. Along the way you’ll see funnel counts — requested, invited, survey taken, qualified, and paid — and can pause, resume, duplicate, or close the project at any point. Closing a panel project approves completed respondents for payment. You can also export respondent profiles (name, job title, company, LinkedIn, skills, location, match quality) to CSV.

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Which approach when?