The following steps will help you effectively launch a desktop study.
Step 1. Log in to your dashboard
Log in to your dashboard.
Step 2. Create a new test
Select the New dropdown from your dashboard, then select Create an unmoderated test to create a brand new study.
You can also create from 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 Test a website.
Next, you'll decide whether to get feedback from UserTesting participants, or your own users (if included with your subscription). We'll be using Panels for this example.
When you arrive on the overview page, you have the option to start building participant groups or to get started creating your test plan.
Step 4. Select 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 participant groups with the UserTesting panel, 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 Question element in from the right sidebar. Screeners help you pinpoint down to 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 participant.
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.
