Thank you for trusting us to support your research ops in 2024 ❤️
As this year wraps up, we’re excited to send our Ethnio customers their End of Year Reports, an inside look at the total volume of research ops data we helped our customers manage this year.
Ethnio acts as an extension of your research ops team, enabling organizations across industries to focus less on logistics. With billions of intercept views, millions of participants, and hundreds of thousands of incentives issued, we’re thrilled to showcase these milestones as a testament to your success.
Here’s a snapshot of what we accomplished together and how your personalized EOY Research Operations Report can be a strategic tool for planning 2025.
Let’s look at some numbers
From managing governance requirements to juggling recruitment for multiple ongoing studies, these cumulative metrics highlight the scale of what we achieved together with the team here at Ethnio since inception:
30+ Billion app & web intercept pageviews for our customers using Ethnio intercepts to recruit and survey participants, connecting with their users in real time.
10+ Million participants recruited directly by customers in our user research CRM, Pool, to enable teams to build and maintain diverse, active contributor pools.
5+ Million study invites sent to targeted potential research participants from customer opt-ins.
430,000+ Participants worldwide have been paid incentives through Ethnio as a reward for completing research studies conducted by our customers.
20+ New features and improvements launched this year in Ethnio
So, what do these numbers mean?
Ethnio empowers modern research teams to build robust participant databases and drive user-centric insights at scale—all in one place. To help you get the most out of your personalized Research Operations Report, here’s a quick glossary of key metrics:
Panels
A panel in Ethnio serves as the central hub for building and managing a database of participants who have opted into your research studies. It consolidates user profiles, response rates, engagement metrics, and completion times. This reflects the total number of participants in your Ethnio pool, including distributed invitations and study invites sent. Use it to assess participant engagement, track response rates, and pinpoint recruitment bottlenecks.
Intercepts
Intercepts let you target specific active users on any platform you like—web, iOS, or Android. Create custom branded pop-ups that let potential participants complete screeners and scheduling without every leaving your site or app. Ethnio tracks total traffic to customers intercepts, as well as conversion to show how many users completed. Use it to evaluate audience engagement, pinpoint recruitment bottlenecks, and optimize targeting with over 30 customizable variables.
Studies
Manage and track engagement, from initial screenings to final surveys, across all your study types in one place. See how many participants successfully scheduled and engaged through our platform, completing their interviews and studies. Gauge how visible and engaging your research opportunities are to potential participants. Use this number to assess the reach of your studies, identify bottlenecks in participant engagement, and optimize how studies and screeners are presented to maximize participation.
Scheduling
Track the entire scheduling process, from initial invitations to final session completions. Simplify scheduling for 1:1, group, and multi-session studies across different time zones. Integrate with personal calendars and use personalized emails to invite, confirm, and remind participants at each step. Assess how participants are managed, identify potential bottlenecks, and make adjustments to optimize scheduling strategy’s performance.
Incentives
Managing incentives shouldn’t be a pain. With Ethnio’s secure and compliant global distribution system you can builds long-term trust and engagement with participants. Curious about how much your incentive strategy could boost engagement? Use this metric to see how much you have paid out this year, and plan future budgets and optimize payouts.
Your ReOps, simplified
Custom EOY reports for every customer
Already an Ethnio customer? All current Ethnio customers receive their own end-of-year usage report. Perfect for plugging into presentations, refining processes, and aligning team objectives.
This report is designed to help you provide the following internally:
Proof of concept 💡
Show leadership the measurable impact of your research ops.
Growth tracker 📈
Monitor recruitment, engagement, and incentives to drive efficiency.
Strategy enabler 🎯
Use data to inform 2025 planning and set specific goals.
What’s in it for you?
Use your Ethnio report to showcase 2024’s successes and set the stage for next year that wins buy-in:
Start with the big picture
Aggregate total data.
Highlight success
Use customized metrics (e.g., increased screener response rates) to demonstrate your team’s impact.
End with a Vision
Tie your 2024 achievements to 2025 goals.
For instance, “In 2024, we scaled to X participants. In 2025, we plan to double that to support the organization’s expanded product roadmap.”
Practical applications
Total Recruitment Volume
Metric: Track participant growth and validate resource allocation.
Use It: Demonstrate expansion of your participant pool to leadership to secure funding.
Practical Application: Identify gaps or over-representation in specific segments to refine targeting strategies. For instance, using Ethnio’s tools, to can fine-tune recruitment efforts to focus on underrepresented demographics, for more inclusive research and avoiding the common pitfalls of biased data.
Impact of Your Incentives Strategy
Metric: Assess effectiveness in driving engagement and retention.
Use It: Justify incentive budgets by linking them to participation rates and retention.
Practical Application: Use payout data to forecast future needs and maintain fair compensation. Then adjust incentive levels based on response rates and retention trends, maximizing participant engagement and study quality.
Screener Success Rates
Metric: Identify optimization opportunities to enhance targeting.
Use It: Optimize recruitment campaigns using response rates to boost engagement.
Practical Application: Reduce no-shows and improve stakeholder satisfaction by refining screener questions and logic so that the most relevant participants complete the survey.
Outreach & Engagement
Metric: Total study invites sent and screener responses collected.
Use It: Analyze response rates to refine messaging and targeting, for effective outreach strategies.
Practical Application: Test different outreach strategies to find the most effective ways to engage participants by Improve messaging to reduce participant fatigue and increase response rates. Then templatizing it.
Scheduling & Participation
Metric: Number of participants scheduled and interviews completed.
Use It: Justify investment in scheduling tools and improve participant experience by reducing no-shows.
Practical Application: Use integrations and automations over manual processes that allow for more flexible participation, reducing no-shows and improving overall study reliability.
Looking ahead to 2025
As we look forward to the next year, Ethnio remains focused on being your go-to tooling partner in your research stack. For researchers, product managers, designers, and UX/UI teams, smooth scheduling and high engagement rates are critical for gathering actionable insights that drive product development and improvement. We aim to expand our data governance features, introduce more customizable scheduling options, and continue refining our integrations. Let’s build on this momentum for 2025—together.
Thank you for a remarkable 2024! We’re excited to continue helping teams with participant recruitment strategies that are scalable, inclusive, and compliant.