To get your research underway, you first need to create a project.

First off 

Sign into your Lookback Dashboard on your Desktop/Laptop on a Chrome Browser.

Click on "Projects" on the left-hand menu and then click on the "+ New project" button.

Selecting the devices you'd like to test

New projects support all device types by default: Desktop, iOS, and Android. In this view, you can chose which devices your participants can use for testing.

While you're about to decide which devices to test on, here's a preview of the different types of test you can conduct on each device:

Desktop

  •  Live Test (Remote + Moderated) and Self-Test (Remote + Unmoderated) with anyone who has Chrome using Lookback's Participate Chrome Extension.
    ✅Works with: Websites, Apps, Prototypes and anything on the Desktop screen
  • In-person Test (Moderated + In-person) via our desktop app
    ✅Works with: Websites, Apps, Prototypes and anything on the Desktop screen

iOS

  • Live Test (Remote + Moderated), Self-Test (Remote + Unmoderated) or In-person Test (Moderated + In-person) using Lookback's iOS Participate App.
    ✅Works with: Websites, Apps, Prototypes and anything on the iOS screen(For the newest iOS release details, see here.)

Android

  • Live Test (Remote + Moderated), Self-Test (Remote + Unmoderated) using Lookback's Android Participate App.
    ✅Works with: Websites, Apps, Prototypes and anything on the Android screen
  • In-person Test (Moderated + In-person), by live streaming a Live Test via our Android Participate App
    ✅Works with: Websites, Apps, Prototypes and anything on the Desktop screen

Naming your project

Next, add a name for your project. Only you and your team will see the project name; participants cannot see this information.

Project Permissions

Pro and Enterprise plans let you control which team members can see see your projects

Set a landing page

Next, you have the option to set a landing page. You can use a web, prototype, or app store URL. The address will load for your participants when their session starts.

Using a prototyping tool? Read more about which prototyping tools work with Lookback, and how to set them up.

Setting a landing page is optional. If you skip this step:

  • iOS participants will be redirected to https://www.google.com/ 
  • Android participants will be directed to the Android Homescreen
  • Desktop participants will stay on the Welcome Message browser window

Messages for Participants

This is your opportunity to communicate with your participant before, during, and after their session. This is especially useful for Self-tests (unmoderated sessions).

You can customize our default Welcome Message, describe a scenario or give instructions to your participant, add links to consent forms, questionnaires, or other web-based content, share a list of tasks to be carried out, and finally say thank you with the Outro message.

You can use Markdown to format and add links to your messages.

Messages for Desktop and iOS Participants

On Desktop and iOS, you have 3 chances to communicate with your participant: 

  • Welcome Message: shown before the session begins
  • Tasks Message: shown when the session starts
  • Outro Message: shown after the participant ends the session

Welcome Message for Android Participants

Android participants will only see the "Welcome Message" shown before the session begins. 

To share more information, instructions, or tasks with your Android participants after their session starts, we suggest adding everything to an email or PDF they can refer to during the session.

What's Next?

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