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Getting started - a quick checklist
Getting started - a quick checklist

A list helping researchers get started with Lookback

Russ Troester avatar
Written by Russ Troester
Updated over a week ago

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.

  • 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).

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 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.


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