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letter
. 2019 Apr 8;5(2):00167-2018. doi: 10.1183/23120541.00167-2018

Recruitment in online research for COPD: leveraging social media and research registries

Samantha R Paige 1,, Janice L Krieger 1,2,3
PMCID: PMC6452045  PMID: 30972351

An international priority is to engage patients at-risk of or living with chronic obstructive pulmonary disease (COPD) in online research and self-management programmes to establish evidence for their efficacy and obtain patient perspectives about healthcare [1]. Participatory social media and electronic research registries pose opportunities for stakeholders to readily access this patient population [2–4]. Despite increased access, patients with COPD continue to report limited willingness to participate in online disease-specific programmes and studies [5].

Short abstract

Social media and research registries effectively reach diverse subgroups of patients with obstructive lung conditions. Patient co-created mail and e-mail pre-notifications that precede a formal e-mail invitation can enhance enrolment in online research. http://ow.ly/gQQt30o6Bcw


To the Editor:

An international priority is to engage patients at-risk of or living with chronic obstructive pulmonary disease (COPD) in online research and self-management programmes to establish evidence for their efficacy and obtain patient perspectives about healthcare [1]. Participatory social media and electronic research registries pose opportunities for stakeholders to readily access this patient population [24]. Despite increased access, patients with COPD continue to report limited willingness to participate in online disease-specific programmes and studies [5]. Recruitment is a science; it is a systematic and strategic process that is dependent on the values and needs of an intended audience. Identifying recruitment strategies, including message design, modality and timing, that are salient to an audience is critical to this process [6]. Social media and research registries are networks to reach patients with COPD for research and practice [7]; however, strategies to optimise their use for recruitment are less well known.

Combined use of online and offline methods alongside reminder notifications is recommended to optimise enrolment [8]. Pre-notifications inform individuals about an upcoming study, cognitively preparing them for the formal invitation and the opportunity make an informed decision about participation [9]. Pre-notification messages enhance enrolment rates in health survey research among adults over the age of 45 years [10]; however, inconsistent evidence exists for the efficacy of survey pre-notifications delivered by mail or email [11, 12]. Despite widespread adoption of the Internet, patients with COPD are older and experience sporadic negative health events that influence their frequency of using online media to access recruitment messages [13]. Examining the efficacy of online and offline pre-notification messages that are salient to the priority audience is crucial to identify effective recruitment procedures.

In this report, we provide evidence for the efficacy of social media and research registry recruitment procedures for online COPD survey research. We examined if enrolment rates to an online survey differ across these two networks. We also examined how personalised pre-notifications co-created by patients and delivered to research registry members, by email or mail, can influence enrolment rates. Special attention was paid to examining enrolment differences by socio-geo-demographics and the degree of respiratory symptom severity. Ethical approval for all study procedures were approved by the lead researchers' Institutional Review Board at the University of Florida in Gainesville, FL, USA.

Upon completing an informed consent form, 10 patients with COPD belonging to a community-engaged research programme co-created the recruitment message with the lead researcher. Informants were mean±sd 64.40±16.35 years old, Caucasian (60%) or African American (40%), and college educated (60%) but earning USD 20 000 per year or less (80%). The message was initially drafted by the lead researcher and independently revised and edited by these informants through an iterative process. The procedure was guided by principles of message design in health research recruitment [14], which include elements of completeness (i.e. is the study purpose and participation process clear?), relevance (i.e. does the message draw your attention?) and credibility (i.e. is the message source perceived as trustworthy and of high quality?).

Participants were recruited for 1 week in April 2018. The 20-min survey included an electronic informed consent, followed by sociodemographics, including age and self-reported rurality (1=urban; 5=rural), and measures to assess COPD-related information seeking experiences, attitudes and beliefs. The presence of four respiratory symptoms (dyspnoea, cough, chest congestion and fatigue) was also measured (1=strongly disagree; 5=strongly agree) [15].

A National Institutes of Health-funded university-based research registry was used to identify 2100 eligible patients who were assigned a J40–J47 (minus J45) ICD-10 (International Classification of Diseases 10th Revision) code in their electronic health record, were at least 40 years old and had an email address on file. An equal number of participants were randomly assigned to one of three pre-notification groups: 1) an email message (n=700); 2) a United States Postal Service (USPS) mail letter with survey link (n=700); and 3) control (n=700). Email “bounce-backs” were reassigned to a pre-notification group using random simple sample procedures. Pre-notifications were delivered 3 days before the official email invitation. Reminder emails were delivered 3 days and 1 week after the official invitation. Among those invited, 436 (20.76%) attempted the survey. Of those who attempted, 283 (64.91%) completed at least half the survey.

The recruitment message and survey link were posted on a research listing webpage hosted by a university medical research centre. Language from the co-created pre-notification message was echoed in the social media content. Unsolicited public users shared the webpage on Facebook COPD groups. Of the 332 who attempted the survey, 292 (88.25%) completed half of the survey items in consideration for subsequent analyses.

Table 1 presents the sociodemographic characteristics of 575 participants recruited through social media and the research registry. Chi-squared analyses were computed to detect statistically significant (p<0.05) differences between social media and registry respondents. Compared with the social media group, research registry participants were more likely to be older females with less severe respiratory symptoms who identified with rural culture and reside in a rural region. Research registry participants were also retired, earning USD 0–24 999 per year, with health insurance and a history of marriage. Sociodemographics were nearly balanced across research registry pre-notification groups. Participants who received a pre-notification message were more likely to complete the survey than participants who did not receive a pre-notification (77.7% and 22.3%, respectively), χ2 (1, n=283)=283, p<0.001. In regard to the type of pre-notification, USPS mail pre-notifications were superior to email pre-notifications (65.6% and 61.3%, respectively), χ2 (1, n=283)=113.85, p<0.001.

TABLE 1.

Characteristics of recruitment networks and research registry pre-notification groups

Recruitment networks Research registry pre-notification cohorts§
Social media Research registry Mail E-mail Control
Subjects n 292 283 120 100 63
Mean±sd age years 47.05±8.66 63.50±10.44*** 63.03±10.42 64.02±10.14 63.56±3.14
Mean±sd rural identity# 2.77±0.97 3.27±1.40*** 3.47±1.35 3.11±1.43 3.14±1.40
Mean±sd rural residence# 2.63±1.07 3.36±1.39*** 3.49±1.33 3.20±1.45 3.34±1.41
Mean±sd respiratory symptoms 3.16±0.77*** 2.44±0.99 2.44±1.02 2.46±0.98 2.43±1.01
Gender
 Male 178 (61) 120 (42.4) 56 (46.7) 41 (41) 23 (36.5)
 Female 96 (32.9) 160 (56.5)*** 64 (53.3) 59 (59) 37 (58.7)
 Prefer to not answer 18 (6.2) 3 (1.1) 0 (0) 0 (0) 3 (4.8)
Race
 White 219 (75) 255 (90.1) 109 (90.8) 89 (89) 57 (90.5)
 Black/African American 45 (15.4)*** 9 (3.2) 4 (3.3) 3 (3) 2 (3.2)
 Asian American 6 (2.1) 6 (2.1) 2 (1.7) 4 (4) 0 (0)
 Native American 10 (3.4) 3 (1.1) 2 (1.7) 1 (1) 0 (0)
 Other 10 (3.4) 9 (3.2) 3 (2.5) 3 (3) 3 (4.8)
 Prefer to not answer 2 (0.7) 1 (0.4) 0 (0) 0 (0) 1 (1.6)
Ethnicity
 Hispanic 100 (34.2)*** 8 (2.8) 2 (1.7) 6 (6)*** 0 (0)
 Non-Hispanic 191 (65.4) 242 (85.5) 118 (98.3) 74 (74) 50 (79.4)
 Prefer to not answer 1 (0.3) 33 (11.7) 0 (0) 20 (20) 13 (20.6)
Education
 Less than high school 25 (8.5) 12 (4.3) 2 (1.6) 8 (8) 2 (3.2)
 High school or equivalent 30 (10.3) 36 (12.7) 16 (13.3) 9 (9) 11 (17.5)
 College experience 235 (80.5) 233 (82.3) 101 (84.1) 83 (83) 49 (78.1)
 Prefer to not answer 2 (0.7) 2 (0.7) 1 (0.8) 0 (0) 1 (1.6)
Income USD
 <24 999 10 (3.4) 60 (21.2)*** 20 (16.7) 24 (24) 16 (25.4)
 25 000–34 999 30 (10.3) 30 (10.6) 13 (10.8) 12 (12) 5 (7.9)
 35 000–49 999 95 (32.5) 29 (10.2) 14 (11.7) 9 (9) 6 (9.5)
 50 000–74 999 91 (31.2) 56 (19.8) 26 (21.7) 20 (20) 10 (15.9)
 ≥75 000 66 (22.6) 90 (31.8) 35 (29.2) 33 (33) 22 (34.9)
 Prefer to not answer 0 (0) 18 (6.4) 12 (10) 2 (2) 4 (6.3)
Employment status
 Full-time 221 (75.7) 55 (19.4) 24 (20) 18 (18) 13 (20.6)
 Part-time 29 (9.9) 12 (4.2) 6 (5) 3 (3) 3 (4.8)
 Unemployed 7 (2.4) 8 (2.8) 5 (4.2) 1 (1) 2 (3.2)
 Retired 20 (6.8) 126 (44.5)*** 59 (49.2) 39 (39) 28 (44.4)
 Disabled 9 (3.1) 70 (24.7) 23 (19.2) 34 (34) 13 (20.6)
 Other 3 (1.0) 8 (2.8) 3 (2.5) 3 (3) 2 (3.2)
 Prefer to not answer 3 (1.0) 4 (1.4) 0 (0) 2 (2) 2 (3.2)
Marital status
 Married 234 (80.1)*** 161 (57.3) 75 (62.5) 56 (56) 30 (47.6)
 Divorced 24 (8.2) 64 (22.8) 27 (22.5) 21 (21) 16 (25.4)
 Widowed 11 (3.8) 32 (11.4) 11 (9.2) 13 (13) 8 (12.7)
 Separated 11 (3.8) 6 (2.1) 1 (0.8) 2 (2) 3 (4.8)
 Single, never married 11 (3.8) 18 (6.4) 5 (4.2) 8 (8) 5 (7.9)
 Prefer to not answer 1 (0.3) 2 (0.7) 1 (0.8) 0 (0) 1 (1.6)
Health insurance status
 Insured 246 (84.2) 266 (94.7)** 115 (96.7) 91 (91) 59 (93.7)
 Uninsured 32 (11) 13 (4.6) 4 (3.3) 6 (6) 3 (4.8)
 Not sure 10 (3.4) 2 (0.7) 0 (0) 2 (2) 0 (0)
 Prefer to not answer 4 (1.4) 2 (0.7) 0 (0) 1 (1) 1 (1.6)
Chronic disease+
 COPD 264 (90.4)*** 143 (50.5) 59 (49.2) 57 (57) 27 (57.1)
 Heart disease 22 (7.5) 70 (24.7)*** 23 (19.2) 30 (30) 17 (27)
 Cancer 15 (5.1) 49 (17.3)*** 17 (14.2) 22 (22) 10 (15.9)
 Type 2 diabetes 29 (9.9) 54 (19.1)** 22 (18.3) 22 (22) 10 (15.9)
 Arthritis 14 (4.8) 104 (40.6)*** 33 (35.5) 46 (46) 25 (39.7)
 Chronic pain 20 (6.8) 101 (35.7)*** 41 (34.2) 37 (37) 23 (36.5)
 Other 8 (2.7) 27 (9.5)** 13 (10.8) 7 (7) 7 (11.1)

Data are presented as n (%), unless otherwise stated. COPD: chronic obstructive pulmonary disease. #: rural identity and region were measured on a five-point scale, 1=urban (city) and 5=rural (small town); : respiratory symptoms were measured on a five-point scale, 1=low and 5=high; +: chronic disease percentages exceed 100%, given that participants could report multiple chronic conditions; §: mailer pre-notification 17.14% response rate, e-mail pre-notification 14.29% response rate, control 9% response rate. **: p<0.01; ***: p<0.001.

A research registry and social media research listing were equally effective in recruiting adults at-risk of or living with chronic obstructive lung conditions to a 20-min online survey. Social media, however, was more effective in recruiting Black/African American and Hispanic patients. Pre-notifications increased enrolment of participants in the research registry, with USPS mail being superior to email. Given the low cost and time commitment for email recruitment [8], researchers using registries should leverage the use of both mail and email pre-notifications for online survey research in COPD.

Co-creating the recruitment message with patients with COPD was a novel addition to this study, probably contributing to enrolment success. Researchers aiming to use mail and email pre-notifications to recruit members of this patient population should not haphazardly develop a message and use these modalities; rather, they should consider the content of the message and conduct formative evaluations to assess its relevance and salience with intended audiences.

Participants passively recruited through social media had a greater completion rate than participants actively recruited from the research registry. Social media participants were considerably more diverse with regards to socio-demographics and living uninsured with more severe respiratory symptoms, when compared to research registry participants. Given that the research registry participants were two decades older, on average, the 20-min length of the survey could have contributed to the lower completion rate [11]. Patients with COPD who are dissatisfied with their healthcare experience often turn to online media to learn about their condition and gain support [13]. Social media participants may have treated this survey as a proactive opportunity to learn and contribute to their respiratory health. Research is needed to understand how recruitment messages can also serve as healthcare promotion tools.

Footnotes

Conflict of interest: S.R. Paige has nothing to disclose.

Conflict of interest: J.L. Krieger has nothing to disclose.

Support statement: Research reported in this publication was supported by the National Heart, Lung, and Blood Institute of the National Institutes of Health (NIH) under award numbers F31HL132463 and F32HL143938; and the NIH/NCATS Clinical and Translational Science Award to the University of Florida (grant number ULITR000064). Funding information for this article has been deposited with the Crossref Funder Registry.

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