Watch the funnel

The funnel is one chart that tells you where participants drop. If you're getting clicks but few completed interviews, this is the first place to look.

Steps

1. Open the Recruitment funnel

   In Recruit, open the ⋮ menu beside the tabs and choose Recruitment funnel. It shows each stage with the count of participants who reached it. If you don't see the menu, the funnel isn't turned on for your organization yet.

2. Read the stages

   The full set of stages, in order:

   1. Clicked link: everyone who opened your share link.
   2. Started screener: answered at least one screener question.
   3. Completed screener: answered every screener question.
   4. Qualified: passed the screener and any active quotas.
   5. Registered: provided their contact details (when you collect name/email).
   6. Invited: received the invite to join the interview.
   7. Opened invite: opened the invite link.
   8. Started interview: joined the call.
   9. Completed interview: finished the interview.

   Each stage shows its count plus conversion from the previous stage. The funnel skips stages that don't apply to your study configuration (see below).

3. Filter the time range

   Use the date filter at the top to look at a specific window: last 7 days, last month, custom range.

4. Break out by source or quota (optional)

   Expand a stage to see breakdowns by share link or quota.

   

How the funnel varies by study config

Not every study uses every stage:

• No screener: the "Started screener" and "Completed screener" stages are skipped. Participants go directly from arrival to Qualified (if access is open) or Invited.
• Auto-invite on: when Auto-invite is on, qualified participants are invited without manual approval; the time between Qualified and Invited collapses.
• No name/email collection: share-link studies that don't collect a name or email skip the registration step entirely. Participants can go straight from qualifying to the call.

The stage list above is the full default; your funnel may show fewer stages depending on which steps your study config skips.

Tips

• Big drops at "Started screener" usually mean the landing page or first question discourages people. Make question 1 the easiest one.
• Big drops between "Completed screener" and "Qualified" usually mean your screener is too strict, or quotas are filling fast. Loosen one criterion at a time.
• Big drops between "Invited" and "Started interview" usually mean the invite isn't landing: it went to spam, or there's no reminder nudging people back. See Access & scheduling.

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