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 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
Join as a moderator or hidden observer
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, 90, 120 minute sessions.
Select the device, filters 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 scheduled 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 on the project you've just set up and head to the Schedule tab.
Calendar Settings
Configure your calendar in the 'Settings' section of the project.
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 on the actions menu to view the participant's screener survey and demographic information.
You'll receive an email and invite whenever a participant is scheduled.
Joining the session
At the time of your session, click the "Join Meeting" button on the Schedule tab.
Team members can join moderated sessions as invisible observers without logging into the PlaybookUX platform. The team member will be able to see the participant, but the participant will not be able to see them.
All videos will be uploaded, transcribed and stored in PlaybookUX.
What is your cancellation and reschedule policy?
Please chat with 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.
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.
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