Moderated Interviews
Gain deeper insights from speaking directly to your target demographic. All you have to do is join the video call and we’ll automatically record, transcribe and upload the session for you to analyze. Utilize the PlaybookUX research ops suite so you can focus on interviewing, not the logistics. PlaybookUX handles everything – from recruiting to scheduling to transcribing to participants payments.
Features
PlaybookUX takes the hassle out of recruiting, scheduling and analyzing moderated interviews.
Setting up your project
Access to the PlaybookUX participant panel
Recruit from a panel of over 5 million vetted participants, backed by an industry-leading fraud prevention program. Our robust participant platform matches participants with projects that fit their profile.
Video interviews
The PlaybookUX screen recorder will record the participant’s face, voice and screen across all devices: desktop, mobile and tablet.
Computer, tablet and mobile
Discover how your website, prototype or app performs across different devices and operating systems.
Collaborators
When setting up a moderated project, you can add collaborators who will receive calendar invites and notifications about the project. This removes the hassle of forwarding invites to teammates when a participant is scheduled.
Custom consent forms
Skip the hassle of collecting confidentiality and consent forms prior to the session and upload a custom consent form to PlaybookUX. Participants will read and agree to the consent form prior to participating in your study.
Segmentation
When you're using the PlaybookUX panel, you can set up segments to ensure exact demographic quotas.
Five-second tests
Add a PlaybookUX five-second test gather a participant’s first impression. While it’s called a “five-second test,” you can customize the length of time that participants will view the test asset.
Consumer and professional targeting
Target both consumers and professionals by age, gender, income, job title, industry and company size (among many other filters) and get more specific with screener questions.
Scheduler
Easily set your availability with our drag and drop calendar. Once a participant books a session, both the researcher and participant will receive an email with a calendar invitation to join the session.
Screen sharing & remote control
If you have any sensitive assets that you don’t want to send to participants, share your screen and allow participants to remotely control your web browser.
Audience templates
Save audience filtering and screener questions for quick project setup.
International Testing
Recruit an audience from over 42 different countries including the United States, Canada, United Kingdom, Germany, Australia, France and many more.
Workspaces & folders
Keep your research organized by setting up workspaces for different research teams & initiatives. Within workspaces, sort projects into folders. Subsequently, you can group folders.
Preference tests
Incorporate a preference test into your moderated project with our built-in preference testing tool.
Use our panel or your own
Use the PlaybookUX panel to target your ideal customer. Additionally you can send your own participants a link to participate in sessions.
Invisible / hidden observers
Collaborators can join the session as invisible observers so they are hidden from participants (no login required).
Advanced calendar settings
Set a buffer time to prevent back to back meetings. Avoid last minute sessions by adding an advanced notice period. Ensure you’re fresh for each session by configuring a maximum bookings per day.
Screener survey
Qualify participants with single and multi select screener surveys. Reduce bias by randomizing the answer choices for multiple/single select test questions and screener questions. Once your study is live, we'll surface where participants are disqualifying on your screener questions so you can make edits on the fly.
First click tests
Include a PlaybookUX first-click test in your moderated interview to understand what draws a participants’ attention about a test asset. Use heat maps to analyze the results for a view into the aggregated participant data.
Approval roles
Admins can designate that certain team members require approval prior to launching a project. Someone with the "Needs approval" role won't be able to launch a study without getting approval from an "Approver", ensuring quality research governance. Alternatively, admins can exclude certain people from the approval flow.
Analyzing your moderated project
Live Timestamped Notes
Quickly refer to important moments by creating timestamped notes during & after the session.
Share, download & export projects
Full projects, clips, highlight reels and reports are shareable with a password protected link. Additionally, you can download videos and export project data.
Tags & Reactions
Tagging the transcript, notes and clips is a great way to find themes in your qualitative research across projects and over time. Using tags & reactions will help you identify and keep track of patterns that emerge across your research data.
Universal Search
Retrieve past research with the click of a button. Easily search your entire research database for transcripts, notes, tags, clips or reports.
Clips & highlight reels
Capture important moments by creating clips to share with colleagues. You can create highlight reels of clips across projects. Everything is downloadable and shareable with a password protected link for additional security.
Automated Payments
After completing an interview with a participant from the PlaybookUX panel, we’ll automatically pay them so you don’t have to manage incentives.
Automated Payments
After completing an interview with a participant from the PlaybookUX panel, we’ll automatically pay them so you don’t have to manage incentives.
Transcript
After the session, we’ll automatically generate a transcript of the session that is broken down by speaker.
Build your own reports
Generate custom summary reports to present to team members. You can import clips, highlight reels, tags and notes into reports. Reports are shareable with a password protected link.
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