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How to Recruit Participants for User Research Without a Panel

Will Smith··6 min read

To recruit participants for user research, describe the person you need as something they have done, screen for it with one or two questions, and ask the people closest to your users before you pay a panel.

The usual advice is to buy a panel. Panels are fast and they are the right call for some studies. For a team with a live product they are often the priciest option, and they send strangers who match a demographic filter and have never used anything like what you build.

Write down who you need, as a behaviour

"E-commerce manager, 25 to 45" describes half of LinkedIn. "Placed an order on behalf of a client in the last month" describes the person whose checkout problems you need to see. A behaviour is something you can check, and it hands you the screener question.

Keep the screener to one or two questions, and do not lead. "How often do you order supplies for clients?" with a range of answers works better than "Do you order supplies for clients?", which everyone answers yes to once they know a reward is on the table.

Where participants come from

Roughly from cheapest to most expensive. Plenty of rounds never get to the last one.

Your own users

If you have a live product, start here. An in-app prompt or a short email to people who signed up in the last 30 days reaches people who know your domain and have a fresh first impression. Support conversations are another good source: someone who just wrote in about a confusing screen is often happy to show you.

The catch is bias. The users who answer research emails are disproportionately your fans. Mix in recent sign-ups who never came back, and say in the email that you want to hear from people who found it confusing.

Communities your users already talk in

Slack groups, subreddits, Discord servers and local meetups. Ask the moderator before you post, say what the session involves and how long it takes, and post the screener link rather than asking people to DM you. Expect a lot of replies from people who do not match, which is what the screener is for.

Referrals from people close to your users

Teams often skip this one. The organiser of the meetup your customers go to, or a past participant who works alongside ten people just like them, can reach people a public post never will, and they pre-filter: they only pass the link to people they think fit.

The rules around the bonus matter more than its size. The ones I would start with:

  • Pay the referrer only after you pay the referred person. A sign-up earns nothing, a finished session earns nothing until you review it. That takes away most of the reason to send junk.
  • Cap it per referrer per study. Five bonuses each is plenty for a round of five. Without a cap, one enthusiastic referrer fills the whole study with their own circle, and you test one friend group instead of your users.
  • Block the obvious tricks before they cost money. Self-referral (watch for +tag addresses and Gmail dots), re-referring someone who already tested with you, and two referrers claiming the same person.
  • Look twice at the suspicious ones instead of auto-rejecting. A payout email matching the referrer is a real red flag. Two people on the same home wifi are usually flatmates.

Do the cost maths before you start. With a $20 reward and a $5 bonus, each referred participant costs $25. Ten slots filled entirely through referrals is at most $250, and less if some come in without a referrer.

Paid panels

A panel earns its fee when you need strangers in a specific demographic, today, or when you have no users yet. They are also the right call for studies where knowing your product would skew the result, like a first-impression test of a landing page. Budget for the per-participant fee on top of your reward, and screen panel participants as carefully as anyone else.

How many, and what to pay

Five per round is the old Nielsen Norman Group rule of thumb and it still holds for usability testing: the first few people find most of the problems a round will find. Recruit six or seven so a no-show does not cost you the round.

There is no standard rate for a participant. Size it to the time you are asking for and to how hard the person is to reach, and say up front when and how you pay. Then pay soon after the session, especially if you hope they will send others.

Running a referral round in Usero

Disclosure: I build Usero, so weigh this section accordingly. Usero runs unmoderated user tests (screen and voice recorded, transcribed, findings filed into your feedback inbox), and paid tests can have referrals switched on. It is the setup described above, built in:

  1. Set a reward on the test, switch on Referrals, and set the bonus and the cap per referrer.
  2. Add referrers by name and email. They do not need to have taken a test. Usero emails each one a link to your open tests and a private page showing who signed up and what they have earned.
  3. People who open the link pick a test, pass its screener if it has one, and take it like anyone else. Self-referrals, past participants and duplicate claims are blocked before a referral exists.
  4. When you approve a referred person's session and mark it paid, the referrer's bonus becomes ready to pay. If a fraud check fired, it waits for your review with the reason spelled out.
  5. You send the bonus yourself and mark it paid. Usero never moves money; it keeps the ledger and emails the referrer.

The referral setup docs cover the caps, the fraud checks and the MCP tools for running it from Claude Code or Cursor. For picking a testing tool in the first place, see how to pick a user testing tool.

Mistakes that cost a round

  • Only recruiting fans. They forgive the confusing screen because they already learned it.
  • Paying before you have watched the session. A 40 second recording with the mic muted is not a session. Review first, then pay, then pay any referral bonus.
  • Letting one source fill the round. Five people from one Slack group, or from one referrer, often share the same habits and the same blind spots.

Frequently Asked Questions

How do you recruit participants for user research?

Write down who you need as a behaviour ("placed an online order for a client in the last month"), turn that into a one or two question screener, then work through sources from cheapest to most expensive: your own users, the communities they already talk in, referrals from people close to them, and a paid panel last.

How many participants do you need for a usability test?

Five per round is the long-standing rule of thumb from Nielsen Norman Group, because the first few people hit most of the same problems. Run five, fix what they found, then run five more against the fix. Recruit six or seven to cover no-shows.

How much should you pay user research participants?

There is no standard rate. Size it to the length of the session and to how hard the person is to reach: a twenty minute unmoderated test for a general consumer product pays less than an hour with a hospital pharmacist. Pay promptly after the session, and say up front when and how you pay.

Do referral bonuses work for recruiting testers?

They work best when the referrer is close to your users, like a meetup organiser or a past participant, and when the bonus is paid only after the referred person completes a session you approve. Pair the bonus with a cap per referrer and checks for self-referral, or a link posted in a public forum can fill your round with people who do not match.

Is it fine to recruit your own customers for user research?

Yes, and for most product questions they are the best source because they know the domain. Watch for the bias: the customers who answer research emails tend to be your fans. Mix in recent sign-ups and people who churned, and use a screener so the mix is deliberate.

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