Use these steps to set up the Welcome Page in your study.
✅ Plan Availability: All Plans
👥 User roles: Owner, Admins, and Researchers
For more information, see our article on how to find your plan and user role.
On this page:
- About the Welcome Page
- Add a Welcome Page to your study
- Copy a Welcome Page from another study
- Preview your Welcome Page
About the Welcome Page
- The Welcome Page is the first screen participants see when they enter a study.
- If your study has a Screener, the Welcome Page is shown after participants pass the Screener.
- The purpose is to give participants an overview of what the study is about and what to expect.
- For desktop studies, installation of the UserZoom extension comes after this page.
- For mobile studies, installation of the UserZoom Surveys app comes before the Welcome page.
- A best practice is to include:
- The estimated duration of the study
- The incentive for completing the study (if UserZoom is not recruiting for you)
- If your study requires the extension to be installed
- In most study types, if the Welcome page is empty, it is not be shown to participants.
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In Basic Usability Test & Advanced UX Research studies:
- The Welcome Page is shown even when it's empty.
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If the Legal Consent Request Page is disabled:
- The UserZoom Terms of Use and Privacy Policy is shown on the Welcome Page instead of on the Legal Consent Request page.
- The button on the Welcome Page is labeled Agree & Continue instead of Start Study.
Add a Welcome Page to your study
- Go to the Study Builder section of your study.
- Go to the Welcome Page.
- Click Edit.
- Use the WYSIWYG Editor to enter and customize your text.
- Click Save.
Copy a Welcome Page from another study
- Go to the Study Builder section of your study.
- Go to the Welcome Page.
- Click Copy a Welcome page from another study.
- Select the study to copy the Welcome page from.
- Click Save.
Preview your Welcome Page
- Go to the Study Builder section of your study.
- Go to the Welcome Page.
- Click Preview to view the Preview Study page that shows the Welcome Page to preview.
- After previewing the Welcome Page, click Close.
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