University Research Participant Recruitment & Screening Form

Streamline University Research Participant Recruitment with Paperform

Finding the right participants for your research study is crucial to the success of any academic investigation. Whether you're conducting psychology experiments, clinical trials, social science surveys, or educational research, this University Research Participant Recruitment & Screening Form template helps you efficiently identify, screen, and enroll qualified participants while maintaining ethical standards and institutional compliance.

Why Research Teams Choose This Template

University researchers, graduate students, and institutional review boards need a systematic way to collect participant information, verify eligibility criteria, obtain informed consent, and manage compensation—all while creating a professional, trustworthy experience for potential participants. This template is specifically designed for:

• Psychology departments conducting behavioral experiments and cognitive studies
• Medical and health sciences researchers recruiting for clinical trials and health studies
• Social science departments gathering participants for surveys and observational research
• Educational researchers studying learning outcomes and pedagogical interventions
• Graduate students managing participant recruitment for thesis and dissertation research

Built-In Eligibility Screening & Conditional Logic

The form includes conditional logic that automatically qualifies or disqualifies participants based on your specific criteria—age ranges, health conditions, prior study participation, language proficiency, or any other requirements. This saves your research team countless hours by pre-screening participants before they reach your calendar, ensuring only eligible candidates move forward in the recruitment process.

Informed Consent Made Clear and Compliant

Informed consent is the cornerstone of ethical research. This template includes dedicated sections to clearly communicate study purpose, procedures, potential risks and benefits, confidentiality measures, and participant rights including the right to withdraw. Participants can review all information and provide explicit consent before submitting their interest, creating a documented audit trail that supports IRB compliance.

Automated Compensation Tracking

Whether you're offering course credit, gift cards, cash payments, or other incentives, the form captures compensation preferences and payment information efficiently. This data integrates seamlessly with your administrative workflows, making it simple to track who needs to be compensated and how.

Paperform's Advantage for Academic Research

Unlike basic survey tools, Paperform gives research teams complete control over the participant experience:

• Professional, on-brand design that builds trust with potential participants and reflects your institution's identity
• Conditional logic to show or hide questions based on eligibility criteria, creating a streamlined experience
• Secure data collection with SOC 2 Type II compliance, ensuring participant information is protected
• Seamless integrations with Google Sheets, Airtable, and research management tools for easy data analysis
• Custom confirmation pages that provide next steps, study schedules, or contact information

Automate Your Research Workflow with Stepper

Take your participant recruitment further by connecting this form to Stepper (stepper.io), Paperform's AI-native workflow automation platform. When a participant submits their information, Stepper can automatically:

• Send personalized confirmation emails with study details and scheduling links
• Update your participant database in Airtable or Google Sheets
• Notify research coordinators when eligible participants apply
• Trigger calendar invitations for study sessions
• Send reminder emails before scheduled appointments
• Process compensation tracking and payment workflows

These automations mean your research team spends less time on administrative tasks and more time on actual research.

Perfect for Multi-Site and Longitudinal Studies

If you're running studies across multiple departments, campuses, or time periods, Paperform's flexibility allows you to duplicate and customize this template for each study variation while maintaining consistent data structure. Use hidden fields to track study codes, cohort information, or recruitment sources, making it easier to manage complex research projects.

Trusted by Research Institutions Worldwide

Over 500,000 teams trust Paperform for professional data collection, including universities, research institutions, and academic departments around the globe. With GDPR compliance, customizable data residency options, and robust security measures, you can feel confident that your participant information is handled with the highest standards of privacy and protection.

Get Started in Minutes

This template is ready to use right out of the box, but easily customizable to match your specific study requirements, institutional branding, and IRB protocols. Simply adjust eligibility criteria, update consent language to match your approved IRB protocol, add your institution's logo, and you're ready to start recruiting qualified research participants efficiently and ethically.