Live Conversation: Participant experience

This article applies to: UserTesting 

On this page:

• Live Conversation confirmation email
• Joining a Live Conversation on a computer
• Joining a Live Conversation on a mobile device

Live Conversation confirmation email

Participants in UserTesting typically receive an email about a Live Conversation shortly after they match the study's criteria and book a time slot. Here's how the process works:

1. Matching the study criteria:
   • Participants receive an email invitation or see the opportunity in their dashboard if they meet the criteria for your test.
2.  Confirmation after booking:
   Once participants select a time slot, they immediately receive a confirmation email with the scheduled details of the session, including:
   • Date and time of the session (in their time zone).
   • A link to join the Live Conversation.
   • Any instructions or preparation needed.
3. Reminder emails:
   Participants are also sent reminder emails as the session date approaches. These typically include:
   • • A reminder 24 hours before the session.
     • Another reminder 1–2 hours before the scheduled time.

Joining a Live Conversation on a computer

Follow these steps to join a Live Conversation on a computer.

Preparation:

1. Zoom installation: Download and install Zoom on your computer if you haven’t already. This is essential, as UserTesting uses Zoom for Live Conversations.
2. Environment setup: Choose a quiet place with good lighting. Please ensure your camera and microphone work well, as clear communication is crucial.
3. Account login: Login to your UserTesting account and check your dashboard for scheduled Live Conversations.

Joining the session:

Follow these steps when joining the Live Conversation session.

Preparation:

1. Accessing the Link: On your dashboard, find the test invite and click on the link to start the Zoom session.
   • Audio/Video setup: Once in Zoom, you’ll be prompted to check your audio and video settings. Adjust these settings to ensure clarity.
   • Screen sharing: Be prepared to share your screen if required. The customer might want to see how you navigate specific tasks or pages, so practice enabling/disabling screen sharing in Zoom.
2. Participation:
   • Follow prompts: Engage actively with the customer’s tasks and questions. They may ask you to think aloud or give feedback on specific features or functions.
   • Time commitment: Live Conversations on computers can last up to 120 minutes, so be ready to stay engaged for the entire duration.
3. Tips:
4. • Check notifications: Silence any pop-ups or notifications that might appear on your screen during screen sharing.
   • Practice setup: Familiarize yourself with Zoom controls if you’re new to the platform

Joining a Live Conversation on a mobile device

Follow these steps when joining a Live Conversation on a mobile device.

Preparation:

1. Device requirements:
   • Zoom application: Install Zoom on your mobile device. A reliable internet connection and a fully charged device are critical to avoid disruptions during the conversation.
   • Available time: Set aside the scheduled time and select a quiet environment.
2. Scheduling:
   • Scheduling your session: After selecting a time from your available slots on your UserTesting dashboard, you will receive a confirmation email with session details.
   • Time zone awareness: Double-check the scheduled time in your local time zone, as UserTesting sessions can be booked globally.
3. Joining the Live Session:
   • Opening the link: Open the invitation email and click the provided link. When prompted, enter your first name or username for privacy.
   • Permissions: Zoom will ask for camera and microphone permissions, as well as screen-sharing permissions if needed. Make sure these are enabled before the session.
4. Tips:
   • Early setup: Log in at least 15 minutes early to troubleshoot any last-minute issues.
   • Background noise: Use headphones with a microphone if you are in a noisy environment for clearer audio.
     
     
     

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