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FC Qual Participant Screening and Communication Using Outside Vendors

Author: Mark Rickard Updated

If you're using Respondent.io with FC Qual for unmoderated studies, here's how to set up your screener, track participants, and manage communication.

Overview

Respondent.io is the default recruitment vendor for FC Qual. When you build a screener in FC Qual, those criteria go only to Respondent.io. They are not shared with other vendors or internal teams. Respondent.io recruits participants based on your specifications.

Using Other Vendors

To use a different vendor (such as NewtonX):

  • Select Use Own Audience when setting up the study.
  • Copy the study link and share it with your vendor.
  • Screener fields will not appear in this setup.

Using Respondent.io

  • Respondent.io receives screener inputs directly from FC Qual.
  • They recruit based on those specifications.
  • Respondent.io does not alert you if it can't fully source your audience. They will recruit as many as possible and then stop.

Action: Monitor recruitment for 3–4 days. If it stalls, escalate to Cameron or Doug for support.

Escalation Process

If Respondent.io does not fill your audience:

  • Wait 3–4 days.
  • Contact your internal FuelCycle team to evaluate alternatives.
  • Consider other partners based on your audience criteria.

Screener Setup

Build screener questions in FC Qual as part of your study setup. Respondent.io publishes these criteria and allows participants to self-qualify.

Note: Screener fields apply only to Respondent.io. They are not visible to other vendors or internal recruitment.

Communicating with Participants

Use the Respondent.io dashboard to manage all participant communication. FC Qual does not support direct participant messaging.

  • Make sure your team has access to the Respondent.io dashboard.
  • Use Respondent.io tools to handle messages, reminders, and changes.

Tracking Completion

  • Respondent.io marks completions as participants finish sessions.
  • FC Qual syncs this data automatically.
  • Go to the Recordings section in FC Qual to review sessions.

Best Practices

  • Confirm your vendor before launching.
  • If using another vendor, communicate with internal teams early.
  • For complex audiences, consult the FC Qual team before launching.
  • Monitor recruitment and escalate if it stalls.

Summary

  • Screener fields in FC Qual route only to Respondent.io.
  • All participant communication runs through the Respondent.io dashboard.
  • Completion data syncs to FC Qual.
  • Use Use Own Audience for third-party vendors.
  • Escalate after 3–4 days if Respondent.io stalls.
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