Create a Moderated study

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

• Feature compatibility
• Device 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.

1. 1. Click Create New Study .
   1. Enter a required Study name.
   2. 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.
   3. Select the Study Privacy:
      • Only you (private)
      • Everyone on your team (shared)
   4. Click Next.
   5. Select Moderated as the study approach.
   6. Choose Open Interview as the study type.
   7. Pick the device type:
      • Desktop, Tablet & Mobile
      • Desktop
      • Tablet & Mobile
   8. 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.

1. Click Create New Study .

1. Enter a required Study name.
2. 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.
3. Select the Study Privacy:
   • Only you (private)
   • Everyone on your team (shared)
4. Click Next.
5. Select Moderated as the study approach.
6. Choose Structured Interview as the study type.Click Create Study .

Configure a Moderated study

1. Set up the Welcome page.
2. Set up the Legal Consent Request page.
3. Click Go to Study Builder and come back to configure the study later.

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