Use these steps to create a Moderated study. When creating a Moderated study, choose a Structured Interview (guide the participant through a set of questions and/or Navigation tasks while having a discussion with them) or an Open Interview (talk with the participant and see where the conversation takes you).
✅ Plan Availability: Check each interview type for more information
👥 User roles: Owner, Admins, and Researchers
For more information, see our article on how to find your plan and user role.
On this page:
- Moderated study compatibility
- Create a Moderated study: Open Interview
- Create a Moderated study: Structured Interview
- Configure a Moderated study
Moderated study compatibility
Create a Moderated study: Open Interview
✅ Plan Availability: All Plans
In an Open Interview, talk with the participant and see where the conversation takes you.
-
- Click Create New Study .
- Enter a required Study name.
- Choose the Participant Language from the drop-down.
- This can be changed later.
- Keep in mind, the Legal Consent page will remain in the language initially chosen. To resolve this, create a new study in the new language and copy the welcome page in that language.
- Select the Study Privacy:
- Only you (private)
- Everyone on your team (shared)
- Click Next.
- Select Moderated as the study approach.
- Choose Open Interview as the study type.
- Pick the device type:
- Desktop, Tablet & Mobile
- Desktop
- Tablet & Mobile
- Click Create Study .
Create a Moderated study: Structured Interview
✅ Plan Availability: Corporate, Essentials, Professional, International, and Premium
In a Structured Interview, guide the participant through a set of questions and/or Navigation tasks while having a discussion with them.
- Click Create New Study .
- Enter a required Study name.
- Choose the Participant Language from the drop-down.
- This can be changed later.
- Keep in mind, the Legal Consent page will remain in the language initially chosen. To resolve this, create a new study in the new language and copy the welcome page in that language.
- Select the Study Privacy:
- Only you (private)
- Everyone on your team (shared)
- Click Next.
- Select Moderated as the study approach.
- Choose Structured Interview as the study type.Click Create Study .
Configure a Moderated study
- Set up the Welcome page.
- Set up the Legal Consent Request page.
- Click Go to Study Builder and come back to configure the study later.
Please provide any feedback you have on this article. Your feedback will be used to improve the article and should take no more than 5 minutes to complete. Article evaluations will remain completely confidential unless you request a follow-up.