Whether you're planning moderated or unmoderated research, remote or in-person, screen sharing or not, here's a checklist to help set the ball rolling with your Lookback research.
✅ Create projects/rounds
The first step is to create a 'Project' and a 'Round' of research.
We have some short video clips that walk you through these processes.
Pro Tip! Full capability team members on a Pro, Team, Insights Hub and Enterprise subscription can create Private Projects, that way limiting access to confidential projects if necessary.
✅ Pre-session communication
Preparing participants is essential to ensure successful research sessions. The same goes for team members and external stakeholders you plan to part-take in the sessions.
Our email templates give you baseline information that you can customize as needed and send along when you invite your participants.
anyone expected to observe and part-take in a session should be added as a team member in your Lookback organization prior to the session starts. The alternative is to use a public link that can be created after the session has started.
But as a moderator, it's important to be aware that many of the factors that can influence if a session will be successful or not. for a successful sessions to the participant. Factors , things like stable wifi connection, compatible and fully updated device, check settings for the connection so nothing is blocking Lookback data. Some resources:
✅ Conducting sessions
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
Remote, moderated Interview session – focus on the personal meeting – no app/extension needed
Remote, unmoderated SelfTest – experience (remote, unmoderated) will pan out when you send them a SelfTest Participant Link
✅ 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 the participant link was fetched from.