Configure Live Intercept instructions

Use these steps to configure Live Intercept instructions.

This article applies to: UserZoom

 

✅ Plan Availability: Essentials, Professional, International, and Premium
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For more information, see our article on how to find your plan and user role.

 

On this page:

• About Live Intercept instructions
• Configure simple instructions
• Configure advanced instructions
• Copy Instructions from another study
• Preview instructions
• Add conditions to instructions

 

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About Live Intercept instructions

• Instructions appear after the Initial Questionnaire and before the Final Questionnaire.
• They appear as a new pop-up window to tell the participant to go back to browsing the site, and then come back to the pop-up to answer some questions when they've finished browsing.
• There are two types of instructions available:
  • Simple:
    • Shows a static message on a single page.
    • Contains a button to start the Final Questionnaire.
  • Advanced: 
    • Advanced instructions are only available for Live Intercept for Desktop studies.
    • Participants see two separate pages:
      • One with instructions to go back to browsing the site and come back when they've finished.
      • Another with a button to start the Final Questionnaire along with some basic directions.
    • The first page changes to the second page when participants go back to the main browser window and then come back to the instructions, or when a few seconds pass (States transition Type option described below).

 

 

Configure simple instructions

1. Go to the Study Builder section of your study.
2. In the left menu, select Study .
3. Click Instructions.
4. Next to Screen Type, choose Simple.
5. Customize this information:
   • Your title in the Title box (maximum 65 characters).
   • Your text in the Message box.
   • Custom text for the Continue Button.
6. Click Save.

 

 

Configure advanced instructions

1. Go to the Study Builder section of your study.
2. In the left menu, select Study .
3. Click Instructions.
4. Next to Screen Type, choose Advanced.
5. Customize these items:
   • Title (maximum 65 characters).
   • Initial Message (State 1) box.
   • Continue Button Status
     • Hide: Doesn't show the button to start the Final Questionnaire in the Initial Message (State 1) page.
     • Disable: Shows the button on the Initial Message (State 1) page, but it is not clickable.
   • Second Message (State 2) text
   • Continue Button text
   • States transition Type (5 to 40 seconds): Choose the time it takes for the message to automatically move from State 1 to State 2
6. Click Save.

 

 

Copy Instructions from another study

1. Go to the Study Builder section of your study.
2. In the left menu, select Study .
3. Choose Instructions.
4. Click Copy Instructions from Another Study .
5. Find and select the study to copy from in the Where is the instruction page? dropdown.
6. Click Copy.
7. Edit as needed.
8. Click Save.

 

 

Preview instructions

To preview a study, it must first be saved. Otherwise, the Preview button will be grayed out.

1. Go to the Study Builder section of your study.
2. In the left menu, select Study .
3. Choose Instructions.
4. Click Preview .

 

 

Add conditions to instructions

Conditions allow you to show the Final Questionnaire only when participants give specific answers that you define.

1. Go to the Study Builder section of your study.
2. In the left menu, select Study .
3. Choose Instructions.
4. Click Add Conditions .
5. Configure the conditions.

 

Related content

Want to learn more? Check out these Knowledge Base articles...  Create a Live Intercept Live Intercept feature compatibility	Interested in growing your skills? Check out our University courses... Site intercepts & Feedback tabs (UserZoom) UserZoom Platform Essentials Certificate UserZoom Advanced Certificate
Need hands-on training? Find a live, virtual class that fits your needs. Enroll in one of our UserZoom certification programs.	Can't find your answer? Reach out to Support or our Professional Services team.

 

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