Research Templates

Last Updated: Jun 14, 2017 06:48AM PDT

UserTesting's research templates 

We've conducted over 1 million studies at UserTesting, so we're experts in gathering powerful insights that address key business and research questions. 

To help our customers quickly and effortlessly gather the same critical insights, the UserTesting Research Team authored a series of research templates. These templates are based on customer experience research best practices and are designed to work seamlessly within our technology platform. 

Links to our templates are below. The templates will open as a draft study on your dashboard.

The template links will bring you to the first page of the order flow.  

Templates will be saved in your Drafts folder. 

Tips and guidance for using research templates 

When using the research templates, keep the following tips in mind. 


Tip 1: Make sure you are logged into your UserTesting account. 

Tip 2: Always use the links in this article to open up the research templates. 
We'll be updating these templates regularly, so always launch template-based studies from the links below. As we continue to refine our templates, current versions, which, when opened, will be saved as "Drafts" in your account, may become outdated. 

Tip 3: Choose your participant sample size. 
This depends on your research approach and goals. A minimum of 10 participants per 
segment / target audience is recommended for most qualitative, unmoderated remote studies. 

To estimate the sentiments of a customer population, a larger sample size is needed. A sample size of 65 provides a margin of error +/-10% when using rating scale questions and is our default recommendation. If a higher degree of accuracy for the rating scale questions is desired, a larger sample is needed

Tip 4: Define participant demographics. 
These should match the characteristics of your target audience. 

Tip 5: Choose the device you'd like participants to use.
Website study templates default to 'desktop' and 'any' operating team system and app studies default to 'iPhone', but these defaults can easily be adjusted on the first page of the order flow. 

Adjust template defaults, if necessary. 

Tip 6: The tasks and questions in templates are a starting point. 
You can easily revise, remove, or add new tasks and questions. 

Tip 7: All templates must be customized. 
You'll need to define the starting URL or app you'd like participants to use, and any content within brackets must be edited.   

Templates must be customized. For example, you'll need to indicate the URL you'd like participants to start on. 

Tip 8: The follow-up questions in our research templates are based on industry best practices. 

  • Post-task follow-up questions: After each goal-oriented task, participants are asked two standard follow-up questions. Both are asked on a 7-point scale. The first question is an externally validated and extensively researched item called the SEQ (Single Ease Question), and it assesses how difficult participants find a task. The second question asks participants to rate their confidence in completing the task successfully. 
  • Post-study questions: After all tasks, participants are presented with one or more SUPR-Q questions. The SUPR-Q is an extensively researched scale that measures perceptions of usability, trust, appearance, and loyalty. 

Tip 9: Always conduct dry runs of your screener and script! 
Our Research Team conducted dry runs of all provided research templates. However, after customizing a template, you should always conduct your own dry runs to ensure you're gathering the insights you need. For more information on the importance of conducting dry runs, check out our blog post on the topic

Customize and order a study using the research templates 

To get started using a research template, simply click on a link below. The template will appear in the UserTesting account you're logged into. From there, customize the starting URL or app and tasks (when necessary) and launch. 

First Impressions
Objective: What are participants' impressions of an experience after interacting with it for the first time?

Needs Assessment
Objective: What are the perceived and expressed needs of participants when performing an activity? How can that activity be improved?

Card Sorting: Open 
Objective: How do participants group items and label groupings of items? 

Card Sorting: Closed
Objective: How do participants group items? 

Light Ethnography
Objective: How do participants complete an activity in their home? Where are the potential areas of improvement for that activity?

Brand Perception: Brand Unaware 
Objective: What are participants' perceptions of a brand they're introduced to for the first time? 

Brand Perception: Brand Aware 
Objective: What are participants' perceptions of a brand they already know? 

Navigation / Findability: Exploratory 
Objective: Can participants find an item, product or information of their choosing by using the menus (not the search function)? 

Navigation / Findability: Category-Specific 
Objective: Can participants find a type of item, product, or information, as defined in the study, by using the menus (not the search function)? 

Navigation / Findability: Item-Specific 
Objective: Can participants find a specific item, as defined in the study,  by using the menus (not the search function)? 

Landing Page Conversion 
Objective: Does the landing page clearly communicate its purpose and entice participants to take the next step? 

Understanding Value Proposition: Users 
Objective
: Do participants understand the value of a product, service, or experience they've used in the past? 

Understanding Value Proposition: Non-Users 
Objectives: Do participants understand the value of a product, service, or experience they're introduced to for the first time? 

Competitor Study: Exploratory 
Objective: After searching freely within two competitor websites or apps, how do the experiences compare and which experience do participants prefer? 

Competitor Study: Category-Specific 
Objective: After searching in a category within two competitor websites or apps, how do the experiences compare and which experience do participants prefer? 

Competitor Study: Item-Specific 
Objective: After searching for a specific item within two competitor websites or apps, which competitor do participants prefer? 

Retail / E-Commerce UX Assessment 
Objective: Can participants complete the most common tasks on a retail site? 

Retail / E-Commerce Product Detail Page 
Objective: Is a product detail page easy to use and does it present information participants expect? 

Retail / E-Commerce Shipping Options 
Objective
: Do shipping options affect participants' shopping experience? 

Retail / E-Commerce Checkout Flow 
Objective
: Does a retail site's checkout flow fit participants' expectations? 

Retail / E-Commerce Shopping Cart Flow 
Objective: Does a retail site's shopping cart flow fit participants' expectations? 

Retail / E-Commerce Finding Nearest Location 
Objective: Can participants find and easily use the locator? 

Retail / E-Commerce Nearest Location with Item Available 
Objective: Can participants easily find the nearest location that has a given item in stock? 

Gift Card Purchase 
Objective: Are participants able to find and purchase gift cards? 

Universities and Colleges UX Assessment 
Objective: Can participants complete the most common tasks
on a college or university site? 

Real Estate UX Assessment: Renters 
Objective: Can participants looking to rent a property complete the most common tasks on a real estate site? 

Real Estate UX Assessment: Buyers 
Objective: Can participants looking to buy a property complete the most common tasks on a real estate site? 

App Store Listing (iOS) 
Objective:
Does an app's description and images encourage participants to download and use the app? 

If you have any questions reach out to your Customer Success Manager or support@usertesting.com

entsupport@usertesting.com
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