Ask about current tools and competitors
Knowing which tools a participant currently uses helps you understand their baseline and frame questions more effectively in the interview.
Free template · 9 fields included
User Research Recruitment Form Template
Screen and recruit the right participants for user interviews, usability tests, and discovery research. Collect role, company size, current tools, pain points, and call availability — so every research session starts with a qualified participant.
No credit cardFree forever planCustomizable fields
Fields included
9 pre-built fields, ready to customize.
#
Field label
Type
Required
1
Full Namee.g. Jane Smith
Short text
Yes
2
Email Addresse.g. jane@company.com
Email
Yes
3
Your Role
Dropdown
Yes
4
Company Size
Dropdown
No
5
How long have you been using forms in your work?
Radio (single choice)
Yes
6
Which form tools do you currently use?
Checkboxes (multiple choice)
No
7
What's your biggest frustration with your current form tool?e.g. Be as specific as possible...
Long text
Yes
8
What would make your ideal form builder?e.g. Features, pricing, workflow improvements...
Long text
No
9
Would you be open to a 30-min video call?
Radio (single choice)
Yes
All fields are fully customizable — add, remove, or reorder after opening the template.
Use cases
Who uses this template.
Product teams recruiting for user interviews
UX researchers screening usability test participants
Founders running customer discovery interviews
Agencies conducting research for clients
Best practices
How to get the most from this form.
Screen for experience level
The 'How long have you been using forms in your work?' question filters for the experience level you need. Adjust options to match your product's target audience.
Include a call availability question
Asking upfront about call availability saves scheduling back-and-forth. The optional 'Would you be open to a 30-min video call?' question identifies the most engaged participants.
Offer an incentive in the confirmation message
If you compensate research participants, mention the incentive (gift card, extended trial, etc.) in the confirmation message. It significantly increases completion rates and call attendance.
FAQ
Common questions.
What should a user research recruitment form ask?
A user research screener should collect: Role, Company size, Experience level with relevant tools, Current tool usage, Main frustrations, Feature wishlist, and Call availability. This template covers all of these.
How many fields should a user research screener have?
Aim for 6–8 questions. Long screeners reduce completion rates. Focus on the questions that will actually influence whether you schedule a call with the respondent.
How do I select participants from screener responses?
Review submissions in your Formiqa dashboard and filter by role, company size, or tool usage. Export to CSV for more advanced filtering. Look for respondents whose profile matches your target user persona most closely.
Can I use this form to recruit for both surveys and interviews?
Yes. Use the same form to recruit for both. The 'Would you be open to a 30-min video call?' question naturally segments respondents into interview candidates vs. survey-only participants.
How do I get more people to fill out my research screener?
Share it in relevant communities (Slack groups, Reddit, LinkedIn), embed it in your product's 'Help' or 'Feedback' section, and mention it in your newsletter or onboarding emails. A short, well-framed screener shared in the right channel converts well.
Use this template for free.
All 9 fields included. Customize and publish in minutes.
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