PlaybookUX allows you to get critical user feedback with your own customers to understand to help improve their experience.

  • An unlimited amount of both moderated and unmoderated studies, with an unlimited amount of your your own participants
  • Studies conducted on laptop/desktop, tablets, or mobile devices.

Unmoderated 'Bring your own participants' 

The first step in creating an Unmoderated study for your participants is selecting “Bring My Participants”, and then choosing which device your participant will be completing the study on.

After you name and provide a description for your study, select the number of participants you’d like to complete the study and include any number of qualifying questions. Qualifying questions, also known as Screener questions, are an effective way to disqualify users if they meet a specific criteria.

  1. Single-Select Questions - Allow you Qualify or Disqualify a user based on their answer.
  2. Multi-Select Question - Include “May Select” as an answer in addition to Qualify or Disqualify.

For example, a study on participants who use ride-hailing applications on their smartphones might include the following Qualifying questions:

Lastly, design your study to include a variety of Tasks, Questions, Rating Scales, Website URLs, and Written Responses.

Once you submit your study, you’ll be provided a link that you can send to your participants along with sample text that may be used. Studies operate on a first come first basis, meaning if you select 10 participants and send it out to 100, the study will no longer be accessible after 10 users complete the test.

Setting up your Unmoderated Participants.

Here is a video overview of how your participants will get set up with and conduct and unmoderated session.

Completed Unmoderated Study with your Participants

Here is a video overview of what your completed unmoderated study will look like.

Moderated BYOP Study

The first step in creating a Moderated study for your participants is selecting “Bring My Participants”, and then choosing which device your participant will be completing the study on. Along with naming and providing a description for your study, you’ll also want to select the session length to be 30 minutes or 60 minutes. After that, you can simply submit your study!

With Moderated sessions, you have complete control over scheduling the sessions with your participants including your availability, session length, and integrating your calendar (Outlook, Google, iCloud, CalDEV, and Exchange Server).

Setting up your Moderated Participants

After submitting a study, you’ll receive an email with a link that you can then send to your participants. 

Once the participant selects a time from the link you sent them, a Zoom link will automatically be generated and populated within the calendar of each individual participant. The Zoom will record the conversation and the participant’s screen (always double check that it’s recording before starting).

That’s it, you’re finished! You’ll be able to access the video in your PlaybookUX account under Participants.




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