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- Using descriptive links
The easiest way to point specific types of participants to specific tests is to use a list of links that describe who they’re for. You can use this list in both an email invitation and in a web ad’s explanation page. This works well as long as the descriptions are clear and distinguishable from each other:
~ss from Meridian – types of customers
- Using a screening tool
You can also use a dedicated screening tool (such as Ethnio) to make sure you’re getting the right participants. When users click your web ad, Facebook post, or Twitter tweet to participate, these tools pop up a window that asks the qualifying questions that you’ve provided. People who “pass” are directed through to your tree test, while the others are politely thanked and dismissed.
- Using your tree-testing tool
If your tree-testing tool offers a screening feature, you could of course use that instead.
Even if it doesn’t, as a last resort, you could ask a screening question during the tree test itself (as a survey question either before or after the tasks), and then only include the qualified participants in your results. However, that would be a waste of time, effort, and data for those who didn’t meet your screening criteria, and you’ll need to include them in any reward you’re offering, because they did the study as you requested (even though you didn’t use their results).
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