What is a moderated interview?

During a moderated interview, you'll speak to a participant in real time. During a moderated session, you can ask participants questions, while sharing a website, prototype, app or more.

During a moderated session, participants can:

  • Share their video camera on desktop, tablet and mobile

  • Share their screen to walk through a website, prototype or app

  • Receive chat messages

  • With your permission, take control of your screen so that you don't have to share the test asset

Setting up a moderated study

Start by clicking the create new project button.

Choose your project type by selecting "Create" under Moderated.

Select the length of the session. We offer 30, 60 and 90 minute sessions. Also select the device the participants should use (Laptop, Phone or Tablet)

Select your target demographics and write screener questions.

If you're looking to reach quotas for your project, read this article about segmentation.

Finally, submit the project. We'll begin recruiting. If you're targeting a general population, you'll see meetings appear within a day. However, if you're looking for a niche population (i.e. Lawyers in Japan) it will take a few business days.

Setting up your schedule

Next you'll set up your calendar. Click into the project you've just set up and head to Schedule.

Calendar Settings

Configure your calendar in the "Settings" section.

  • Time between bookings: avoid back to back sessions by setting a minimum time between sessions

  • Advanced notice before bookings: avoid last minute meetings by setting a minimum time until your next session

  • Max bookings per day: avoid scheduling too many meetings in a day by setting the maximum number of meetings per day.

Adding your availability

Scroll down to set your time zone and add your availability.

Drag & drop the times you're available and select "Submit Availability"

When participants are scheduled, you'll see their name appear in the Confirmed Sessions section.

Click into the actions menu to view the participant's screener survey.

You'll receive an email & invite whenever a participant is scheduled. In the meeting invite you'll notice a Zoom video conference link and the participant's responses to the screener questions.

At the time of your session, join the Zoom link. All videos will be uploaded, transcribed and stored in PlaybookUX.

What is your cancellation and reschedule policy?

Please chat us to cancel or reschedule. Please note that we have a 24 hour cancellation / reschedule policy. If you cannot attend a session within 24 hours, we will pay out the participant's compensation and you will not be reimbursed / credited for the session.

Email or chat us the participants name and the project name within 24 hours of the session to reschedule.

If you decline a calendar invite, PlaybookUX and our participants will NOT be notified so you must chat us.

For reschedule:

If you have more than 24 hours to go until your session time and would like to reschedule, please let us know the participant's name and we will share a new time with them.

For cancellation:

We do not allow you to cancel sessions. If you are not able to make a session and you'd like to let the participant know, please chat with our team and we will communicate to the tester that the session will be cancelled. In this case we will pay the tester for their time and will not issue a refund for the session

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