At a Glance
This lesson describes the steps needed to create and launch a desktop test from the UserTesting Platform, and covers the process for downloading a desktop application in preparation for a Live Conversation interview.
Creating a launching a desktop test
What follows are the steps for using the UserTesting Platform to generate and launch a desktop test.
Step 1. Log in to your Dashboard
Log in to your dashboard.
Step 2. Create a new test
Select the Create test dropdown from your dashboard, then select Create a test to create a brand new study.
You can also Create a test from a template as well. You can learn more about templates here.
Step 3. Select the type of study you'd like to conduct
You can study just about anything with UserTesting. In this case, we want to study a website, so select Website.
Next, you'll decide whether to get feedback from UserTesting contributors, or create a link and invite your own users (if included with your subscription). We'll be using Build audience for this example.
When you arrive on the overview page, you have the option to start building contributor groups or to get started creating your test plan.
Step 4. Select an Audience
Once you click on Select Audience, you will be directed to a page dedicated to choosing your target audience. If you have questions about creating contributor groups with the UserTesting Contributor Network, please visit this Knowledgebase article to learn more.
Select the filter(s) that you need by checking the box(es) in the right sidebar and then adjusting each filter as needed.
Scrolling down, you can also add screener questions by dragging the Screener Questions element in from the right sidebar. Screeners help you pinpoint the precise audiences you are seeking.
When you are happy with your filters and screeners, you can click the Done button to return to the overview page.
Step 5. Build your Test Plan
Once you have returned to the overview page, select Build Test Plan to get started on test creation. Provide a starting URL as well as any scenario-related details to set the stage for your test contributor.
Then, select the elements that you want to include by dragging them into your test plan from the right sidebar.
Once you are done creating your test plan, you can click the Done button to return to the overview page.
Step 6. Review and launch your test
The overview page should now display your audience targeting as well as the test plan. Review the information and remember to give your test a name. When you are satisfied, click the Launch Test button. You can also schedule your test to be launched at a later time.
Installing desktop software for a Live Conversation interview
If you're looking to test a desktop application during a Live Conversation test, be aware that some customers might struggle with the process of installing the desktop application. There are steps you can take to minimize the obstacles contributors face when participating in your Live Conversation interview:
- Test run the installation of the app yourself and document the steps with screenshots that show both success and failure. Doing so could help the moderator troubleshoot on behalf of a contributor who's having issues if you decide to have a Live Conversation to facilitate the installation process.
- During your test run, note whether you're asked to provide personal identifiable information (PII). If possible, create test accounts and information and integrate this information into your test plan.
- Be sure to test run and document the process of de-installing the software, as you'll be taking contributors through those steps, too.
Having conducted the test run for downloading the software, consider a two-part test:
- Conduct an unmoderated test in which you instruct contributors only to download the desktop application. If during your test run, you were asked to PII, include a screener when recruiting for the unmoderated test that informs potential contributors that PII will be asked for. Or, if possible, create test accounts and information.
- For those contributors who succeeded in downloading the app, invite them to your Live Conversation.
Before the test concludes, show contributors how to de-install the software. You'll want to factor in to your test plan the few minutes it will take to complete this de-install process.
Need more information? Read these related articles.
Want to learn more about this topic? Check out our University courses.
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