Using Templates

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At a Glance

Insert a template when creating a new study with just one click. Templates are based on popular and frequently used objectives and desired outcomes across your product and campaign development cycle. 

 

How It Works

1. When creating a new study, click the New button, then select Create a test from a template from the dropdown.

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You will then be taken to the Template Gallery. On the left, you will see a list of filters. The UserTesting Templates filter contains templates created and curated by UserTesting for a variety of subjects, device types, and industries. UserTesting Templates are available for all customers.  

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2. Select any template to see more information. Click Use this template to proceed.

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3. On the next screen, you can select your asset type and how you want to invite participants. For more information about participants, read about how to choose your target audience from the UserTesting panel. Once you have made your selections, click the Next button.

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4. As you would for any type of study, click on Select Audience to choose:

  • The number of participants you are seeking for this study.
  • The desired demographics, or characteristics, of the test participants.
  • The devices and operating system that you want the participants to use.

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5. You can edit the contents of the test including questions, tasks, scenario, a starting url, and more by clicking the Edit button.

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6. When in the test plan editor, you’ll notice that you’ll need to define the starting URL or app you'd like participants to use, as well as the scenario for your test.

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7. Below the Starting Instructions, your Test Plan will already have related tasks and questions. These tasks and questions in templates are just a starting point. You can easily revise, remove, or add new tasks and questions.

After you have edited the tasks in your study, click Done at the bottom of the screen. You can also preview the test by clicking the Preview Test Plan button, which allows you to see what a test participant will experience when they are engaging with your study.

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As a best practice, it is advisable to conduct a dry run of your study to ensure you're gathering the insights you need. This means running the test fully at least once and ensuring that the insights you are receiving meet your needs. This gives you the opportunity to adjust your study before launching it to a larger number of participants. For more information on the importance of conducting dry runs, check out our blog post on the topic.

Learn More

Need more information? Read these related articles.

Want to learn more about this topic? Check out our University courses.

 

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