Onboarding issues with your participant can disrupt the flow and leave you feeling frustrated. That’s why we created PreCheck, a simple tool designed to boost your confidence and ensure your sessions start and run smoothly
Available for LiveShare Rounds on all plan types
Enabling PreCheck
Enabling PreCheck when creating a new LiveShare Round
After completing the Settings, Test setup, and Moderator Tools sections, you are given the option to enable PreCheck
Toggle the Enable PreCheck Link switch to on
Copy the PreCheck link and send to your participants. If you need to reset the PreCheck link for any reason, simply click Reset link and the old link will no longer work.
(Optional) paste a link to your scheduling tool. This is to be used with links that allow Participants to select a time from your calendar of choice.
Using this scheduling feature will automatically present the scheduling link to any participants who've successfully complete the PreCheck. If you also copy the Participant Link into your scheduling tool, they will already have the Participant Link in their calendar invite as the time is booked.
Please note: this functionality does not currently deep integrate with any scheduling tools. We'll get your scheduling link to PreChecked participants, but we will currently not report scheduling activities related to that link inside the Lookback platform. You'll have to use your calendar tool for that.
Enabling PreCheck on an existing LiveShare Round
Go to the round and click Edit Round at the top right
Click on PreCheck under Participants on the left
Toggle the Enable PreCheck Link switch to on
Copy the PreCheck link and send to your participants. If you need to reset the PreCheck link for any reason, simply click Reset link and the old link will no longer work.
(Optional) paste a link to your scheduling tool. This is to be used with links that allow Participants to select a time from your calendar of choice.
Copy the Lookback Participate link from Lookback
Paste the Participate Link into your scheduling tool as the location. For example, if you use a Calendly scheduler, it would look like this:
Finally, copy the scheduling link from your calendar tool and paste it into the Scheduling Link section:
Using this scheduling feature will automatically present the scheduling link to any participants who've successfully complete the PreCheck. If you also copy the Participant Link into your scheduling tool, they will already have the Participant Link in their calendar invite as the time is booked.
🚀 Please note: this functionality does not currently deep integrate with any scheduling tools. We'll get your scheduling link to PreChecked participants, but we will currently not report scheduling activities related to that link inside the Lookback platform. You'll have to use your calendar tool for that.
Running PreCheck
Now that you've enabled PreCheck and sent the link to your participants, they will be directed through our onboarding process which is nearly identical to the onboarding for a full session. They'll be asked for their name & email, to enable microphone & camera, share their screen, and open the participant window. If they need help walking through the onboarding process, they can follow the guide for onboarding LiveShare sessions here:
🚀 While the onboarding process when using either a PreCheck or Participant Link is the same, the end result will be different
When a participant has finished the PreCheck onboarding process, they will see the following message in the smaller session window. To proceed, they simply need to click OK, I got it!
Finally, they will arrive on a confirmation page.
If you did not set up the scheduling link, they will see the message, Your device is good to go! Your researcher will be in touch with you soon to schedule the session:
If you've pre-configured the round with your scheduling link, they will see this message and can click on Book a time to be taken to your scheduling tool:
PreCheck Status
As your participants complete the PreCheck setup, they will show under the Ready to test section at the top of the round. You can click into this to see the name, email, date completed, and device type your participant(s) used.
From there you can copy their email addresses to invite them to participate in your research study. If you pasted a calendar link into the PreCheck setup (steps 1d or 2e above) participants in the Ready to test group will have been presented with this link upon completing the PreCheck.
🚀 Those who show with a "Ready" status for PreCheck means they've successfully completed their onboarding with Lookback. It does not guarantee they will not run into issues during a live session, especially if they choose to use a different device and/or internet connection on the day of the test.
Those under the Incomplete section are any who were not able to successfully complete their device onboarding. You can reach out to them to try to troubleshoot or simply remove them from your participant pool. Below is a list of resources that might help with troubleshooting:
Basic troubleshooting steps - if your participant is having issues getting through onboarding but not seeing any specific error messages about what's not working, it's best to start with the following basic troubleshooting steps:
Mobile Participants
Make sure they are using WiFi, not cellular data
Uninstall the Participate App
Reboot the device
Reinstall the Participate App
Desktop Participants:
Make sure they're using a supported browser: Google Chrome, Microsoft Edge, or Brave. If one doesn't work, they can try a different one.
Make sure their microphone is working and picking up sound
Reboot the device
Related Troubleshooting Help Articles
If you have any feedback or questions about the PreCheck links or process, please reach out to our support team by starting a chat from the bubble in the lower right corner of your screen!