Whether you're planning moderated or unmoderated research, remote or in-person, capturing the users screen or not, here's a checklist to help get the ball rolling with your Lookback research.
✅ Create projects/rounds
Pro Tip! Full capability team members on a Pro, Team, Insights Hub and Enterprise subscription can create Private Projects, that way controlling which team members have access to which projects, helping you to control e.g. confidential projects.
✅ Pre-session communication
Preparing any one who part-takes in research is essential to ensure successful sessions, moderators, participants (a.k.a. testers, users, respondents) and observers alike.
✅ Set your participant up for success
As a moderator, you need to be aware that many things can determine if a session will be successful or not. Things on the participant's side that improve your chances include:
a stable wifi connection
a fully updated device
check settings for the connection so that nothing is blocking Lookback data (e.g. firewalls, VPNs, security software, etc).
✅ What kind of session is it you're planning?
Is it a moderated study where you will guide and handhold the participant through the experience, or is it one where your participant will complete the session in her/his own time, guided by written instructions? Find some resources below:
Remote, moderated LiveShare session – screen focus, app/extension needed
Remote, moderated Interview session – focus on the personal meeting –
no app/extension needed
Remote, unmoderated Tasks session – the participant completes tasks in sequence, at their own time, unguided.
Remote, unmoderated SelfTest session – the participants completes a smaller study, at their own time, unguided.
All session types start at the participant end, by the participant clicking a participant link that you've sent them, and then giving permissions to capture their screen, video and audio.
✅ Extra pointers to:
✅ As soon as you've completed a session, whatever the type, it will be listed in your Dashboard, under the Round where you got the participant link.