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
The first step is to create a Project and a Round of research.
These short video clips walk you through the most common Lookback processes.
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.
Our email templates give the researcher baseline information to customize and send to participants as needed, to send along when you invite them.
If you're planning to have colleagues and other stakeholders sitting in in a session, you can add them as team members or just invite them as guests. Either way, you can use the Observer Lobby or Public Links to invite them.
Here are some handbooks that will help anyone working with the Lookback platform be prepared.
✅ 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).
Some additional resources:
✅ 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:
Round types
Remote, moderated LiveShare session – screen focus, app/extension needed
Remote, moderated Interview session – focus on the personal meeting –
no app/extension neededRemote, unmoderated SelfTest – experience (– 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.
Related:
Invite team members to observe LiveShares and watch recordings of SelfTests