Fun? Yes, I said fun. And I meant it. There are two tools that I’ve come to love when I need to do some internal client remote usability tester recruiting, and I’m going to share them with all of you.
Tool #1: MailChimp – It’s Free! (You can upgrade if you need to though.)
MailChimp is the coolest tool in the world if you’re a giant stats nerd like I am. It’s also an incredibly easy way to set up a remote usability tester recruiting campaign. They have templates to get you started, a built in service to test your subject to make sure you’re not making yourself sound like a spam bot, and the stat tracking is awesome.I refresh my dashboard about 978,652 times a day after I launch a recruiting campaign. Watching the number of opens and link clicks grow is just satisfying. It’s also fun to see how your campaign is stacking up compared to typical industry campaigns.
It’s majorly easy to get it going:
- Set up your account.
- Create a list of the clients you want to send your usability tester recruiting campaign out to.
- Create your campaign using one of their super simple templates, or code your own.
Tool #2: SurveyMonkey – It’s $24 bucks a month to export your data.
“Wait, isn’t that the free survey thing that teachers use in classrooms?” Why yes, yes it is. You know who else can use it? UX pros who don’t want to break the bank on a tool that will allow them to gather remote usability tester data in a secure manner.
It’s quick and easy to get started.
- Sign up.
- Create your survey by adding applicable questions. When you’re recruiting, standard questions are: First Name, Last Name, Email, Position, & Organization. The questions you add will obviously vary depending on your industry and how you plan to organize your testers. I’ve found that the shorter the survey, the better results I get though, so try not to over do it. Sometimes you need to have testers self identify with a user persona. Don’t use the term user persona though, as it tends to scare people. Instead ask them to choose from a list of things that they may use your product or service for, then you can use that data to categorize them into user persona lists later.
- Grab your survey link and paste it into the fancy fabulous MailChimp campaign you’ve created and click send.
That’s all there is to it. Then just sit back and watch the usability testers roll in. We’ve gained literally hundreds of client testers in the past few months using this method. My company Schoolwires does have the best clients in the world though. 🙂