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

Setting up an unmoderated study

Start by clicking the plus sign, or the create new project button.

Select "Speak with Testers Directly (Moderated)" then select where you'd like to source participants from and which device participants should test on.

Select the length of the session. We offer 30, 60 and 90 minute sessions.

Select your target demographics and write screener questions.

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.

Certain details will be pre-filled.

All you need to do is enter your availability and connect your calendar!

Adding your availability

Click + Add Availability and enter the days & times you'll be available.

Next, connect your calendar to block times that you're busy. Your calendar must set meetings to "busy" (not "free") in order to block time.

Clicking + Connect Calendar should launch a modal where you can select your calendar. 

Select your calendar and return to the scheduler. You can also determine how long you plan to run the session for. The "availability range" box determines how many days in the future we'll show availability. 

Finally, select "Create Event" and your calendar will be live! 

You'll receive an 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, transcribe and stored in PlaybookUX.

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