Quick Answer Builder Guide

Overview

Test Plan

Understanding placeholders

Building a test plan

Using placeholders in the test plan

Highlighting important results

Using placeholders in the quick start form

Publishing a Quick Answer

Writing a Great Quick Answer Template

Overview 

Create Quick Answers templates anyone at your company can use with the Quick Answer Builder. Choose a template, enter what you want feedback about, and launch the test. 

To create a custom Quick Answer:

  1. Choose Template Library from the Account menu.
    New_menu_template_library.png
  2. Click on the Quick Answers tab.
  3. Click Create New.

Creating a Quick Answer Template

There are three major steps to creating a Quick Answers template:

Test Title - Enter a title and description so colleagues know when to use the Quick Answer template.

Test Plan -  Write the tasks and questions participants answer when they take the Quick Answer test.

Quick Start Form - Create the form where colleagues enter test details, such as links or descriptions of activities they want to test.

You can work on these steps in any order, and your work is saved as you move back and forth between them.

Let’s look at each step separately.

Test Title

In this step, you create the card people click to use the template.

  1. Enter a test title to identify the Quick Answer template.
  2. Enter a test purpose that briefly explains to colleagues why they might want to use this template.

Note: As you enter text, it appears on the preview in the sidebar.

A screenshot of the test title and test purpose fields.

  1. Enter the help text.
    • This Test is Good For: Explain possible uses for this test.
    • What You Need for This Test: Enter requirements to use the template, such as a publicly accessible link or the product a colleague wants to test.

 

A screenshot of the help text section fields.

 

When colleagues see templates on the Template gallery, it looks like this:

mi_quick_answers_1.png

Now that you have the card colleagues use to launch the test, let’s move on to creating the test plan. Remember that you can come back and change anything in this step at any time.

Test Plan

In this step, you add the instructions, tasks, and questions for participants.

Before you create a test plan, you need to know how to use placeholders.

Understanding placeholders

Here’s the problem: You can’t know ahead of time the details of what colleagues want to test with your template. What’s the solution? Placeholders.

Placeholders are “containers” you add to the template for colleagues to fill. As you write tasks and questions, you insert placeholders where the details should appear.

Building a test plan 

  1. Enter the scenario. This lets participants know how to approach the test. For example: “Describe your experience as you use two websites. Remember to explain your thoughts and actions out loud.”
  2. Add the tasks and questions you want participants to do and answer by dragging them to the drop area. To watch participants’ faces as they do tasks and answer questions, turn on Enable Participant View.

A_screenshot_of_the_test_plan_section__showing_the_Scenario_field__the_test_plan__the_participant_view_option__and_the_tasks_and_questions_you_can_drag_to_the_drop_area.png

Using placeholders in the test plan

 Add placeholders to tasks and questions wherever you want the actual information colleagues enter to appear.

Screenshot showing placeholders used in a test plan.

You need to format placeholders with a percent sign and two curly braces with text inside: %{website_a}.

  • Placeholder text can use numbers, lowercase letters, and underscores.
  • Placeholder text can’t use spaces, uppercase letters, or special characters.

Correct

  • %{product_name}
  • %{description}
  • %{competitor_a}
  • %{competitor_b}
  • %{my_url_1}

 

Incorrect

  • %{space between words}
  • %[straight_brackets]
  • {missing_percent_character}
  • %{Using_Capitals}
  • %{$pecialch@rac+ers}

 

As you add placeholders, they appear in the sidebar on the right.

A screenshot showing a placeholder in both the test plan and the sidebar.

The warning symbol shows you that you have not yet used the placeholders on the quick start form, which is the next step.

You can use placeholders in all assets, tasks, and questions. You cannot use placeholders in the starting instructions scenario.

💡 Tip: You can use the same placeholder more than once. For example, a single test might include “How satisfied are you with %{website_a}?”, “What did you prefer about %{website_a} over %{website_b}?”, and “Rate the difficulty of navigating {%website_a}.”

Adding flexibility to the test plan

People who use your template can’t update the scenario or add tasks or questions. To add flexibility to the template, add a task with a placeholder such as %{context} or %{scenario}, or even %{openquestion}. Then use these place holders so people launching the test can add details to the scenario or an extra task. 

Add the placeholder in the test plan:

A_screenshot_showing_a_task_added_with_the_context_placeholder.png

Using the %{context} placeholder in the quick start form builder:

A_screenshot_that_shows_the_context_placeholder_and_instructions_to_add_details_to_the_scenario_and_how_to_use_it_on_the_quick_start_form.png

Using the %{openquestion} placeholder in the quick start form builder:

A_screenshot_that_shows_the_open_question_placeholder_and_instructions_to_add_details_to_the_scenario_and_how_to_use_it_on_the_quick_start_form.png

Highlighting important results

As you build the test plan, keep in mind how you want the Results tab to look.

Mark one question as the key takeaway. Only multiple-choice, rating scale and written response questions can become key takeaways. To make one the key takeaway, select “Make this the Key Takeaway.”

A screenshot showing a multiple choice question marked as the key takeaway and appearing at the top of the Results tab.

⚠️ Important:

  • If a multiple-choice question is the key takeaway, it must have exactly 2 answers.
  • If a rating scale is the key takeaway, it must use a 5-point scale.

To display other results on the Results tab, add a sidebar label.

Screenshot of the sidebar label field in the Builder and the sidebar section of the Results tab.

💡 Tip: You can use placeholders in sidebar labels.

Results without a sidebar label appear only on the Metrics tab.

To display two sets of results on the same tab, give two elements the same sidebar label. You can pair a task or verbal response with a multiple-choice, rating scale, or written response. 

To provide richer video content, pair a task or verbal response with the key takeaway.

You can also pair a verbal response with multiple responses, ratings, and written responses. To pair these, add the same placeholder to each. For example, verbal response—Talk about your experience booking a flight on %{website_a}—plus a rating scale—Rate your experience booking a flight on %{website_a}.

When you finish the test plan, move on to the quick start form. Remember that you can come back and change anything in this step at any time.

Quick Start Form

In this step, you create the template’s quick start form and briefly explain to colleagues why they might want to use this template.

Quick start forms appear when you click the Quick Answer card on the selection page.

Quick_Answer_Builder_1.png

The quick start form is where you ask colleagues to provide the variable content to “fill” the placeholders you added in the test plan: You ask colleagues for the link for %{website_a} and the link they enter gets placed in the test plan everywhere you added %{website_a}.

The quick start form pairs the placeholders on the test plan with the information colleagues add to the quick start form.

Let’s see how this works. 

Test Description

Explain briefly why colleagues might want to use this template. This is basically the same as the test title step, so a good practice is to repeat what you entered for the test purpose. 

Setup Form

The quick start form is simply rows of instructions to your colleagues.

Each instruction, called an input block, has a placeholder, a text entry field, and a label for the text entry field. You can also add hint and helper text, if needed.

The first instruction is already done for you:

Side by side screenshots of an input block and the completed quick start form.

 

  1. Add the placeholder: title.
  2. Enter the field’s label: Name your test.

    Steps 1 and 2 connect the placeholder to the variable content colleagues enter. When colleagues enter the name of the test, the Quick Answer builder replaces the placeholder with whatever colleagues enter in the field. In this case, %{title} becomes Secret Flying Car Project.

    A screenshot showing the title added by a colleague: Secret Flying Car Project.
  3. To provide hints about how to word or format what colleagues enter, add hint text. This is the text that appears inside a text entry field and disappears as people start to type.

    For example, say your test plan asks participants “What do you like most about %{activity}?” Consider adding hint text that shows how you want colleagues to enter the variable information, for example, “flying a car.” Without a hint showing text starting with a verb ending in ing, a colleague might enter “fly a car.” What participants see is “What do you like most about fly a car?”
  4. To provide additional help to colleagues, add helper text. This is the text that appears below a text entry field.

    If the quick start form asks colleagues for a link, a good practice is to add a reminder: Make sure the link is publicly accessible.

Repeat these steps for each placeholder in the sidebar:

  1. Click Add Input Block.
  2. Enter the placeholder. The list of placeholders is visible in the sidebar on the right.
  3. Enter the field’s label. Labels appear above a text field and tell colleagues what to enter.
  4. To provide help on how to word the variable content, enter hint text.
  5. To provide help about the variable content itself, enter helper text.

Screenshot of the information block entries next to a finished quick start form.

If your instructions ask for a link, choose URL from the menu. A globe appears in the text field to let colleagues know they need to enter a link. After they add it, the link is verified.

A screenshot showing the text and URL menu.

If you need to make changes to the quick start form itself, do either of the following:

  • To delete an instruction, click Delete.
  • To reorder instructions, use the Move handle to drag an instruction up or down the list.

Using placeholders in the quick start form

Every placeholder in the test plan needs to be added to the quick start form. Placeholders display a warning or checkmark symbol to show if they are unpaired or paired.

 

Alerts for placeholders used in the test plan that require input blocks.

As you add a placeholder to an instruction on the quick start form, that pairs it with the test plan placeholder and the warning symbol changes to a checkmark.

One alert resolved for placeholders used in the test plan that require input blocks.

Both alerts resolved for placeholders used in the test plan that require input blocks.

To preview the quick start form, click Preview Form.

When you finish all three steps, you’re ready to review the template.

Publishing a Quick Answer

Before you can publish the template, click Review. This checks all three steps to make sure there’s nothing missing.

A screenshot of the Publish Quick Answer window.

If everything looks good, choose whether you want to publish the template to Product Insight or Marketing Insight and click Publish.

Writing a Great Quick Answer Template

The best Quick Answers are:

  • Actionable - Help colleagues make a decision or act upon the information they learn. Choose Key Takeaways that generate actionable results.
  • Reusable - Quick Answer templates can be used over and over. Create templates that are likely to be used often, like “Validate a prototype” or “Compare two websites.”
  • Specific - Tailor templates for particular situations. Instead of creating a template for usability testing, consider focusing on mobile app usability, or prototype validation.

 

 

 

 

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