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).

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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.

 

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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.

    1. Click Create New Study create_new_study_button.jpg.
    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_study_button.jpg.

 

 

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 create_new_study_button.jpg.
  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 create_study_button.jpg.

 

 

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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