Glossary of Terms - Filters

At a Glance

This article contains a list of demographic filters you can use to recruit participants for your tests.

 

While exploring the content in the UserTesting University, and when setting up and launching your test, you will come across a number of different terms. While you may be familiar with most of these terms, there are some that you may not have seen or are unclear about just what they are and how they function.

The following material is a comprehensive list of the demographics filters that you are able to utilize when building and launching your test in the UserTesting platform.

Glossary of Terms

Filters

Age

Household Income

Gender

Employment Status

Industry

Company Size

Job Role

Job Level

Countries

Web Expertise

Social Networks

Language Requirement

Parental Status

Other Requirements

Operating System

Web Browsers

Test Frequency

Exclude Participants from Prior Studies

Learn More

 

Filters

Screen_Shot_2021-09-22_at_8.51.20_AM.png

When building an audience for your test, this is the section in which you set the criteria for selecting test participants. You can filter participants by age, job role, company size, and location, among other criteria. 

Information is collected from each participant when they join the UserTesting Panel. By selecting these filters, you can control the distribution of your test. Only users who meet your requirements view and accept your study. In addition to filters, you can use a screener question to add greater specificity.

Note: Panel participants are prompted to update their profile every six months.

Related Knowledgebase Articles:

Age

Screen_Shot_2021-09-22_at_10.01.24_AM.png

Age is based on the birth year the participant enters when they sign up; that age is automatically updated based on the current date. Endpoints can be adjusted in increments of five. If you need more specific ages defined, use a screener question

The age range is set by default to 18–65+. For conducting tests with minors (US: 13–17 years of age; UK and Canada: 16–17), please contact your customer success manager or account rep for more information. 

Household Income

Screen_Shot_2021-09-22_at_10.02.26_AM.png

Set the household income range for the participants you wish to target for inclusion in your test. You can adjust the lower and upper boundaries of the range by increments of $20K up to $100K USD (then by increments of $25K up to $150K+ USD). 

Gender

Screen_Shot_2021-09-22_at_10.03.36_AM.png

Decide whether you want to include male participants, female participants, or non-binary participants. Note that by choosing one of the three Gender filter options, you will be excluding the other genders from your test. Do not use this filter if you want participants from all genders. As with Age, you can use a screener question here for greater specificity. For now, testing with as few filters and screeners as possible can maximize your ability to reach non-binary participants.

Employment Status

Screen_Shot_2021-09-22_at_10.04.40_AM.png

Do you want to test with participants who work full or part-time? Do you need them to be self-employed, retired, or unemployed (students, stay-at-home parents)? A combination of some of these options? 

This filter helps fill your test with participants based on their present employment circumstances. 

Industry

Screen_Shot_2021-09-22_at_10.05.51_AM.png

The Industry filter allows you to target participants who work in specific industries.

Company Size

Screen_Shot_2021-09-22_at_10.06.43_AM.png

Use this filter if you want participants who work specifically at a small, medium, and/or large business (or choose two of the categories—Medium and Large, for instance—to exclude people from the third).

Job Role

Screen_Shot_2021-09-22_at_10.07.26_AM.png

This filter is often used in tandem with the Industry or Job level filters. The Job role option is perfect when you need to target a particular employment position or multiple roles in your test.

Job Level

Screen_Shot_2021-09-22_at_10.08.06_AM.png

Select this filter to recruit participants based on where they fit within the hierarchy of the company at which they work.

Countries

Screen_Shot_2021-09-22_at_10.08.45_AM.png

As its name suggests, this filter makes it possible to recruit participants currently living in specific nations. The five options at the top—US, UK, Germany, Canada, Australia, and India—provide the largest pools of participants, and you can filter prospective US participants even further, down to the state level. Select the Rest of World option when you wish to test with participants currently living in countries other than the six listed. Note: Countries defaults to all if none are selected.

Some customers also have access to the Additional Country Filters features on their account. This feature expands the number of nations from which you can recruit participants. (One caveat is that, due to smaller panel sizes, the testing in these countries will be more limited. We are currently accepting new test participants from each of these countries and hope to support additional/increased testing in the future.)

Web Expertise

Screen_Shot_2021-09-22_at_10.14.54_AM.png

Is the level of skill a participant needs to have when using the internet an important criterion for your test? If it is, then activate this filter. Customers self-evaluate their web skills at the time they sign up for the test. You can then select if you want to include those who assessed themselves as “Average” or “Advanced.”

Social Networks

Screen_Shot_2021-09-22_at_10.16.07_AM.png

Selecting this filter means that participants who use whichever of the four platforms you check could qualify for your test. You can choose one platform, multiple platforms, or all four platforms by clicking the Select All link. 

Language Requirement

Screen_Shot_2021-10-04_at_2.02.08_PM.png

This filter is set by default to English. Select this filter only if you are writing the tasks and questions of your test in one of the other language options listed—Spanish, French, or German—and you want to point that test to participants who have confirmed they can read and speak aloud that particular language. If you'd like participants to read the test in one language, but speak in a different language, please add it as an "Other requirement."

Related Knowledgebase Articles:

Parental Status

Screen_Shot_2021-09-22_at_10.19.10_AM.png

Choose this filter if including only participants who do or do not have children serves your test objectives. “Children” are identified as minors (under 18 years of age) and living at home with their parents. Participants who indicate that they have children can choose to provide information about each child (e.g., gender, age). UserTesting checks each month and automatically removes from the system teens who have turned 18.

Other Requirements

Screen_Shot_2021-09-22_at_10.20.20_AM.png

This open-ended field is visible to participants before they decide to take the test. Use this field when you need to convey information unique to the test (e.g., the test will take longer than 20 minutes to complete, the participants will be asked to take multiple tests, etc.) or to inform participants of specialized requirements (e.g., they must be able to read German). 

Operating System

Screen_Shot_2021-09-22_at_10.21.19_AM.png

For tests conducted with desktop users, select this option if you want to test only with Windows users or only with Mac users. When testing a mobile operating system (smartphone or a tablet), the two options to choose from change to “iOS” and “Android.”

Web Browsers

Screen_Shot_2021-09-22_at_10.22.05_AM.png

With this filter, you can specify which browser or browsers must be used for the participant to complete the test. While you can deselect Chrome as an option, the filter is by default set to Chrome.

Related Knowledgebase Articles:

Test Frequency

Screen_Shot_2021-09-22_at_10.22.56_AM.png

This option allows you to manage how often a participant can take a test presented by your account. It can be especially useful if you want to prevent participants from taking more than one of your tests—keeping feedback “fresh.” Click the Up or Down arrows to adjust the number of days incrementally, or manually enter the number of days (up to 365).

Related Knowledgebase Articles:

Exclude Participants from Prior Studies

Screen_Shot_2021-09-22_at_9.28.07_AM.png

And you also have the option to just exclude participants who took a specific test. This option allows you to control how much access past participants have to a new test that you are looking to fill. Once you click on this filter, the names of the 10 most recent tests launched by you or anyone working in the account are listed. Simply check one or more of these test names to exclude people who participated in these past tests from qualifying for the new one. See more details in this article.

Note: Choosing either the Test Frequency or the Exclude Past Participants filter overrides the default Fresh Eyes feature.  

 

Learn More

Need more information? Read these related articles.

Want to learn more about this topic? Check out our University courses.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.