Lookback

Henrik Mattsson

Step-by-step guidance for creating projects and rounds, preparing sessions, and running studies in Lookback.

Setting Up & Running Studies

Learn how to create new Projects and Rounds in Lookback, and how to manage basic study configuration before inviting participants.

How to Create Projects and Rounds of Research in Lookback

Learn how to update the configuration of an existing Round in Lookback and how to duplicate a Round when you want to reuse settings without affecting past sessions.

Edit the details of an existing 'Round'

Learn how to use custom screener or tracking identifiers with participant sessions so you can align participant data with external systems or study qualifications.

Using Screener and Tracking IDs in Lookback

Choosing Moderated vs Unmoderated Research in Lookback (Operational Differences)

Run and record interviews with internal stakeholders to capture perspectives alongside participant research.

Running Stakeholder Interviews in Lookback

Short answers to a few common questions about Projects, Rounds, and Sessions that don’t fit neatly anywhere else.

FAQ – Projects, Rounds, & Sessions

Control access to research work by designating Projects as private, and manage who can see and participate in them.

Creating Private Projects

Create and structure your research in Lookback. This section covers how projects and rounds are set up, edited, and organized, including identifiers used to track participants across sessions.

Start / create / structure

A practical checklist to confirm your study is ready to run before inviting participants.

Study Readiness Checklist

Use preview sessions to validate your setup before inviting real participants, including a practical workflow for testing moderated and unmoderated rounds.

Preview Links & Preview Sessions

Use Participant PreCheck to ensure your participants are set up correctly before a LiveShare session - so onboarding issues don’t disrupt your live research.

Participant PreCheck

Understand the minimum internet speed and latency requirements for Lookback sessions, and how to verify them before inviting participants or starting a study.

Recommended bandwidth, download, and upload speeds

Learn exactly what devices, operating systems, and browsers Lookback supports for moderators, observers, and participants - and how to use this information to plan and validate your study setup.

Which devices, operating systems, and browsers are compatible with Lookback?

Understand when participants need to install the Participate app versus when they can join a Lookback session directly in a browser.

Do all testers need to download an application to participate in testing?

Understand exactly what counts as a Session in Lookback, including minimum thresholds, maximum duration limits, reconnect behavior, and how Sessions relate to quotas.

What Creates a Session (Operational Guide)

Can I send the same link to each participant in my study?

Prepare and validate your study before it goes live. This section helps you confirm device compatibility, bandwidth, permissions, and participant readiness to avoid failed or wasted sessions.

Readiness & Validation

Learn how to run live moderated research sessions in Lookback, including LiveShare and Interview sessions, and how to manage participants, observers, and the moderator experience in real time.

Running Live (Moderated) Sessions

A practical checklist to help moderators prepare, run, and wrap up live (moderated) sessions in Lookback with confidence and consistency.

Running a Live Session: Moderator Checklist

Understand how moderation roles work in Lookback, and how you can change moderators during a live session.

Can we have multiple moderators in the same session?

Learn when and how a moderator can share their own screen with a participant during a moderated session in Lookback, and the limitations that apply by method and device.

Can a moderator share their screen with the participant?

Learn how to use Moderator Push Links to send links to your participant during a LiveShare or Interview session and how different devices handle them.

Can I send a link to a participant during a moderated session?

Run live, moderated research sessions with confidence. This section covers moderator workflows, live session controls, observer handling, and common moderator actions during interviews.

Run Moderated Sessions

Learn how to plan, run, and review unmoderated studies in Lookback using Tasks and SelfTest - with a focus on data quality, participant clarity, and efficient analysis.

Running Unmoderated Studies in Lookback

A practical checklist to help you design, run, and review unmoderated studies in Lookback with high data quality and minimal participant error.

Running Unmoderated Studies: Quality Checklist

Learn how to invite participants to unmoderated studies (SelfTest and Tasks) in Lookback and how participant links work.

Inviting Participants to a Remote, Unmoderated Session

Set up and run unmoderated research in Lookback. This section explains how unmoderated sessions work, how participants are invited, and how to ensure high-quality responses.

Run Unmoderated Studies

What to do immediately after a session ends in Lookback - from reviewing recordings and creating Findings to transcription, redaction, and stakeholder sharing.

Post-Session Actions

Understand what happens after a session ends and what actions are available next. This section covers immediate post-session workflows before deeper analysis and synthesis.

After the Session

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