Adding skip logic

screenKeywords:
Edit skip logic for Page 1
Skip logic can only be applied to single or multi-choice questions.
If v v v - 4+
Skip to Do you have a laptop? v

How is your English

| proficiency?
What is the model of
your laptop? Cancel m
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ® Comments &+ Share
@ Project overview
Create a screener survey
@ Session details
Here are some best practices to consider and some common mistakes to avoid.
@ Invitation email
O screener survey (optional) v Pagel :
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# Do you have a laptop? Pick One v ® @
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No Reject v ® O
Yes Accept v ® o
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¥ Applied skip logic
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« No in this question is chosen
H . N . N ') @ -
**  How is your English proficiency? Pick One v L N
|Edit skip logic for Page 1
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If v v v - 4+
Skip to Finish v
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|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ® Comments &+ Share
@ Project overview
Create a screener survey
@ Session details
Here are some best practices to consider and some common mistakes to avoid.
@ Invitation email
O screener survey (optional) v Pagel :
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# Do you have a laptop? Pick One v ™
Review & launch y
No Reject v ® o
Yes Accept v ® o
Accept v ® @
# Required (] Add "Other" option Key screener question @
Add new question ¥ Add skip logic
® Add new page
-
N
|Edit skip logic for Page 1
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If Do you have alap... v is v v - +
Skip to Finish v
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|Edit skip logic for Page 1
Skip logic can only be applied to single or multi-choice questions.
If Do you have alap... v is v No v - +
Skip to Finish v
Cancel m


Scheduling a participant

appName: User Interviews

appCategory: Business

appTagline: Get paid for surveys, focus groups, and studies

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

screenElements:
Stacked List
Card

screenElements:
Tile
Stacked List
Card

screenPatterns:
Schedule
Date & Time

pageType: Application Application Application Application Application

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+
Schedule participant
Please select the time that you and Jon Smith
agreed on for this session.

Monday, Dec 18, 2023

Tuesday, Dec 19, 2023

Wednesday, Dec 20, 2023

[ e ]
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
. S v M
Js Jon Smith -
Schedule for specific time slot
Overview  Screener  Participantdata  Sessions
Participant overview
Status Match percentage
Qualified 100% match
Date applied Contact info
December 18, 2023 jonsmith.mobbin@gmail.com
Key screener questions v
@ Do you have a laptop?
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® Yes (accept)
[
N
< > Not a fit Approve & invite
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
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B Project overview 8 Update availability Requested participants 1 V4
RECRUIT
s -
& Participants Monday - December 11th, 2023
Screener survey
. .. 9:00 AM - 9:10 AM EST
® Invite participants
SCHEDULE
Confirmed sessions Wednesday - December 13th, 2023
) Manage availability
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COMMUNICATE
9:15 AM - 9:25 AM EST
£ Messages
& Automated emails 9:30 AM - 9:40 AM EST
SETTINGS
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£ Billing
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9:15 AM - 9:25 AM EST
. Jon Smith has been X
scheduled for the session
12/20/2023 at 08:45
Monday - December 18th, 2023 on 1212072023 2
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+
Schedule participant
Please select the time that you and Jon Smith
agreed on for this session.

Monday, Dec 18, 2023

Tuesday, Dec 19, 2023

Wednesday, Dec 20, 2023

[ e ]
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview o o
f Update availability Requested participants 1 V4
RECRUIT
s -
& Participants Monday - December 11th, 2023
Screener survey
. . 9:00 AM - 9:10 AM EST
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Confirmed sessions Wednesday - December 13th, 2023
) Manage availability
9:00 AM - 9:10 AM EST
COMMUNICATE
9:15 AM - 9:25 AM EST
£ Messages
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9:00 AM - 9:10 AM EST
9:15 AM - 9:25 AM EST
-
N
Monday - December 18th, 2023


Hiding column views

screenElements: Table Pagination Toolbar

screenElements: Table Pagination Toolbar Switch

screenPatterns:
Bookmarks & Collections
Edit

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+
(4
Hub panel y All participants [ % settings- |
All participants Bullcactions = Q EZic:‘ri;:a;rticipants
SEGMENTS APD © O Email v First name v Last name v Phone number Fdtfabels d
O View abigailsmith@gmail.com Abigail Smith +16280000000 18/12/2023
O View molly.mobbin@gmail.com Molly Bynn 18/12/2023
O View amandadoe.mobbin@gmai... Amanda Doe 18/12/2023
O View jonsmith.mobbin@gmail.co... Jon Smith 14/12/2023
O View judytuft.mobbin@gmail.com Judy Tuft 14/12/2023
Showing 1-5o0f 5 « E »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+
« |
Hub panel v All PartiCiPants
All participants Bulicactions - Q

SEGMENTS APD © O Email v First name v Last name v Phone number v Date added
O View molly.mobbin@gmail.com Molly Bynn 18/12/2023

O View amandadoe.mobbin@gmai... Amanda Doe 18/12/2023

O View jonsmith.mobbin@gmail.co... Jon Smith 14/12/2023

O View judytuft.mobbin@gmail.com Judy Tuft 14/12/2023

Showing 1- 4 of 4 « E »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+
« |
Hub panel v All PartiCiPants
All participants Bullcactions = Q
SEGMENTS APD © O Email v First name v Last name v Phone number v Date added
O View abigailsmith@gmail.com Abigail Smith +16280000000 18/12/2023
O View molly.mobbin@gmail.com Molly Bynn 18/12/2023
O View amandadoe.mobbin@gmai... Amanda Doe 18/12/2023
O View jonsmith.mobbin@gmail.co... Jon Smith 14/12/2023
O View judytuft.mobbin@gmail.com Judy Tuft 14/12/2023
Showing 1-5o0f 5 « E »
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade

Edit view and columns X
(E) show orhideall

First name =
Last name =
Phone number =
Date added =
Source =
Labels =
Last invited ==
Last applied —
m Last participated =
m Total incentives earned ==
m Total incentives (2023) =
Unsubscribed =
Notes =
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade

Edit view and columns X
Show or hide all

First name ==
Last name =
Phone number ==
Date added -
Source =
Labels ==
Last invited ==
Last applied —
Last participated =
Total incentives earned ==
Total incentives (2023) —
Unsubscribed =
Notes P =


Inviting a collaborator

hotspotType: Keyboard Input

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Invite new collaborators
RECRUIT Manage who can see your project and what actions they can share. Learn more.
s -
4 PERIEREmE Email address Permissions
Screener survey jonsmith@content-mobbin.com View v
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COMMUNICATE
Jane Smith Owner
£ Messages
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SETTINGS
22 Collaborators
£ Billing
-
N
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& Participants Email address Permissions
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< Send invitation
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Jane Smith Owner
£ Messages
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SETTINGS
202 Collaborators
£ Billing
-
N
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B Project overview
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s .
& Participants Email address Permissions
Screener survey View o«
® Invite participants
< Send invitation
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£ Messages
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22 Collaborators
£ Billing
-
N
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
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RECRUIT Manage who can see your project and what actions they can share. Learn more.
s -
4 PERIEREmE Email address Permissions
Screener survey jonsmith@content-mobbin.com View v
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SETTINGS
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£ Billing
-
N
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B Project overview
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RECRUIT Manage who can see your project and what actions they can share. Learn more.
s .
& Participants Email address Permissions
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£ Billing
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l . Invite sent. X


Participant profile

hotspotType: Scroll Vertically

screenPatterns:
User / Group Profile
Dashboard

screenElements: Divider Drawer Accordion

screenPatterns:
Timeline & History
User / Group Profile
Dashboard
User / Group Profile

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
Project history
DECEMBER 2023
Site testing feedback T o«
1-on-1 Interview
PROJECT DETAILS
Internal Name External Name
Site testing feedback Browse and give feedback
on a website
Study length Project owner
12/11/2023 - 12/14/2023 Jane Smith
Feedback rating received
Not yet rated
SCREENER QUESTIONS
How is your English proficiency?
® Good
Do you have a laptop?
® Yes
What is the model of your laptop?
® Apple
View project (4
-
N
< > Not a fit Approve & invite
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
. S v M
Js Jon Smith -
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Overview  Screener  Participantdata  Sessions
Participant overview
Status Match percentage
Qualified 100% match
Date applied Contact info
December 18, 2023 jonsmith.mobbin@gmail.com
Key screener questions v
@ Do you have a laptop?
Pick one
® Yes (accept)
[
N
< > Not a fit Approve & invite
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X

General info

Last invited date 14/12/2023
Last applied date 18/12/2023
Date added 14/12/2023
Feedback rating No rating
Total incentives earned @ $0
Last incentive earned $0
First source Csv
Unsubscribed No
Custom info

This participant has no custom info.
Project history
DECEMBER 2023
Site testing feedback T ~
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[
N
< > Not a fit Approve & invite
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
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2 Participants o Showing 1— 3 of 3 per page & |I| »
Screener survey Status Rating Participant Email Phone
© Invite participants Ne Qualified 2 No ratin MB  Molly Bynn molly.mobbin@gmail.com
" (100% match) - 9 i Y- gmail.
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. . Qualified ° . . . . . .
Confirmed sessions New a No rating JSs Jon Smith jonsmith.mobbin@gmail.com
(100% match)
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New n?ual ‘e & No rating AD AmandaDoe amandadoe.mobbin@gmail.com
COMMUNICATE (67% match)
£ Messages
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SETTINGS
202 Collaborators
£ Billing
[
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|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
. S v M
Js Jon Smith -
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Overview  Screener  Participantdata  Sessions
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INVITES ~ APPLICATIONS ~ COMPLETIONS  LAST COMPLETED
General info

Last invited date 14/12/2023
Last applied date 18/12/2023
Date added 14/12/2023
Feedback rating No rating
Total incentives earned @ $0
Last incentive earned $0
First source Csv
Unsubscribed No
Custom info

[
N
< > Not a fit Approve & invite
|n user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
S v =

AD Amanda Doe -

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Overview  Screener Participant data  Sessions
A This participant does not meet your qualifying
criteria.
Participant overview
Status Match percentage
Unqualified 67% match
Date applied Contact info
December 18, 2023 amandadoe.mobbin@gmail.c
om
Key screener questions v
A\ Do you have a laptop?
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® No (reject)
[
N
< Not a fit Approve & invite
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
2 v M
JS Jon Smith
Overview  Screener  Participantdata  Sessions
Wednesday - December 20th, 2023 Edit
8:45 AM - 8:55 AMEST
Jon Smith :
jonsmith.mobbin@gmail.com *
Moderator
Jane Smith
Location
https://www.google.com
Required attendees
None
Optional attendees
None
[
N
>
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
[ 1 v -5
Js Jon Smith - =
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Overview  Screener  Participantdata  Sessions
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|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
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° How is your English proficiency? A
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® Good (accept)
@ Do you have a laptop? PN
Pick one
® Yes (accept)
° What is the model of your laptop? A
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® Apple (accept)
-
N
< > Not a fit Approve & invite


Canceling account

appName: Basecamp

appTagline: Project management software, online collaboration

screenPatterns:
Acknowledgement & Success
Delete & Deactivate Account
Delete & Deactivate Account
Confirmation

pageType: Application Application Application

allAppCategories: Collaboration Business

screenKeywords:
@ Basecamp What's New? Features Signin
[

Thanks for using Basecamp.
Your account has been canceled. We're disappointed to see you go, but
we thank you for giving our product a fair try.
Help us improve. We've put together a brief exit survey. If you have a minute we'd appreciate
your thoughts on how we can do better. Your feedback will help us improve our products
moving forward.
We leave you in peace. You will not receive any further emails or communication from us
related to your canceled account. If you were on a paying plan, you will not be billed again,
but you are responsible for any charges already incurred before cancellation. Please see our
refund policy for clarification.
Questions? If you have second thoughts about cancelation, or if you have any questions, you
can submit a billing support request and we’'ll get back to you as quickly as we can.
Thanks again. We'll be here if you ever want to give it another shot.
|JD Mob
Are you sure you want to
cancel your account?

We'll be sorry to see you go, but thanks for giving
Basecamp a try!
When you cancel...
* You won't be billed again.
¢ Your account will be closed immediately.
¢ Your data will be permanently deleted from our

servers within 30 days and from all backups

within 60 days.
Remember to export your data
Export your data before you go. It won't be
possible to export anything after you cancel your
account.
Have questions before you go?
We're here to help. Talk with our friendly support
team.

Cancel my account
Never mind
|@ Basecamp A Home <= Lineup ®Pings &adHey! © Activity © MysStuff Q Find .
L TEUUIE WWUSIatLUn auusniucau
Change Ping & Chat history settings
Account Owners
‘ Jane Doe
You're an account owner, so you can...
Buy Basecamp today
You have 30 days left on your free trial.
E Manage storage
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Rename this account (JD Mob)
ﬂ View everything in the trash
Reassign someone's to-dos
n Access any project
Export data from this account
Manage public items
a Cancel this account
T Back to Your free trial ends on Wed, Jan 31. Buy Basecamp today - Need help getting set up? Contact our Basecamp experts. @


Templates

screenPatterns:
Bookmarks & Collections
Empty State

screenKeywords:
Team templates X
Jump into research faster by selecting from one of your Team's
saved templates.

1-on-1 Interview with own participants by Jane Smith
|.. .
Projects
& Al (3)  Draft (1) Active (1) Pending close (0) Completed (1) B Templates (0) W Filters (2)
S
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Unnamed Project [ Mark as template
1-on-1 Interview in with own participants by Jane Smith
Draft m (& Duplicate U Delete
Requested Qualified Approved Scheduled Completed
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Site testing feedback [ Mark as template
1-on-1 Interview with own participants by Jane Smith
Active (& Duplicate
Requested Qualified Approved Scheduled Completed
®@ 1 0 1 0 0
JS
|Team templates X
Jump into research faster by selecting from one of your Team's
saved templates.
You have no templates
Mark a project as a template to see it here.


Sending a bulk message

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
Send a bulk message X
Select which participants you'd like to message by status and rating.
Message sent as SMS and email - be mindful of length.
Include participants with the status:
Select... v
And who have the following rating:
All ratings v
Your message
s
Cancel Send bulk message
|Send a bulk message X
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Message sent as SMS and email - be mindful of length.
Include participants with the status:
Select... v
Qualified
Unqualified
Your message
s
Cancel Send bulk message
|Send a bulk message X
Select which participants you'd like to message by status and rating.
Message sent as SMS and email - be mindful of length.
Include participants with the status:
Unqualified v
And who have the following rating:
All ratings v
Your message
s
Cancel Send bulk message
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Inbox ¥ Bulk message Message Jon Smith View Profile

RECRUIT

Jon Smith You
2 Participants [ ] JS Qualified
=1 . .

Last message - less than a minute ago a... 12/18/2023,2:42:39]PM
Screener survey . -

Molly Bynn thank you for applying, please let me know your availability.
® Invite participants MB  qualified

No messages
SCHEDULE Amanda Doe

AD Unqualified
Confirmed sessions No messages
) Manage availability
4
Message sent as email
COMMUNICATE
& Messages
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SETTINGS
202 Collaborators
£ Billing
-
. Your messages have been X
« E » | sent!
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Inbox ¥ Bulk message Message Jon Smith View Profile

RECRUIT

Jon Smith
2 Participants [ ] JS Qualified

No messages
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Molly Bynn
® Invite participants MB  qualified

No messages y

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SCHEDULE Amanda Doe
Confirmed sessions No messages
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COMMUNICATE
& Messages
£ Automated emails
SETTINGS
202 Collaborators
£ Billing
-
N
(¢ |I| »
|Send a bulk message X
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Message sent as SMS and email - be mindful of length.
Include participants with the status:
Unqualified v
And who have the following rating:
All ratings v
Your message
Thank you for your interest, but the user study has
reached its capacity. We appreciate your understanding
Yz
Cancel Send bulk message
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback ¢ :
B Project overview
Inbox & Bulk message Message Amanda Doe View Profile

RECRUIT

Amanda Doe You
2 Participants [ ] AD  Unqualified
=1 . .

Last message - less than a minute ago a... 12/18/2023,2:43:59/PM
Screenensurvey Jon Smith Thank you for your interest, but the user study has reached its
® |Invite participants JS  qualified capacity. We appreciate your understanding

Last message - 1 minute ago at 2:42 pm
SCHEDULE Molly Bynn

MB  Qualified
Confirmed sessions No messages
) Manage availability
4
COMMUNICATE Message sent as email
& Automated emails
SETTINGS
202 Collaborators
£ Billing
-
N
(¢ |I| »
|Send a bulk message X
Select which participants you'd like to message by status and rating.
Message sent as SMS and email - be mindful of length.
Include participants with the status:
Unqualified v
And who have the following rating:
All ratings v
Your message
Thank you for your interest, but the user study has
reached its capacity. We appreciate your understanding
z
Cancel ) Message Participants


Requesting to close a project

screenElements:
Icon
Dropdown Menu

screenPatterns: Feedback Confirmation

screenKeywords:
Request sent!
We've received your request to close this project.
Do you consider this project a success? (REQUIRED)

N/A - this project was a test v
What issues, if any, did you experience in your project?

Select... v
Would you like to provide additional details?

Just trying it out

z
Your project coordinator might reach out in 1-3 business days if they
need additional information.
E=T)
|Request sent!
We've received your request to close this project.
Do you consider this project a success? (REQUIRED)

Select... v
What issues, if any, did you experience in your project?

Select... v
Would you like to provide additional details?

Please be as specific as possible

z
Your project coordinator might reach out in 1-3 business days if they
need additional information.
E=T1
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Site testing feedback (COPY) ¢ :
B Project overview
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A @ Share a project link (@ Copy link
= P This link will allow anyone to apply to your project, regardless of any Hub invite rules.
Screener survey https://www.userinterviews.com/projects/y6oyarhF4g/apply
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B X Upload file
A\ Request to close project
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B Manage availability continue
202 Select from Hub
=
£ Messages Request to close
& Automated emails
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Keep track of the project invitations you send out using the metrics below.
202 Collaborators
& Billing i Metrics for this email type are not available at this time. Please check back again later.
o o o o
(=)
4 DELIVERED @ = OPENED @ 2 CLICKED @ A BOUNCED @
-
N
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-
|Request sent!
We've received your request to close this project.
Do you consider this project a success? (REQUIRED)

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Yes

No

N/A - this project was cancelled

N/A - this project was a test

z
Your project coordinator might reach out in 1-3 business days if they
need additional information.
E=T1
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
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B Project overview
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RECRUIT . .
5 partc @ Share a project link (® Copy link
& Participants This link will allow anyone to apply to your project, regardless of any Hub invite rules.
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@ Invite participants
SEEEDULE B Upload a CSV of participants to invite 2 Upload file
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Confirmed sessions
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P Invite your existing participants Select from Hub
COMMUNICATE Select & invite any participants in your Research Hub population.
£ Messages
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Project invitation email metrics @
SETTINGS
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202 Collaborators
[+] [+] [+] 1
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[
Q Search by email... & Download CSV b
All invited participants (1)  Not yet applied participants (1)  Applied participants (0)
|Request sent!
We've received your request to close this project.
Do you consider this project a success? (REQUIRED)

N/A - this project was a test v
What issues, if any, did you experience in your project?

Select... v
Would you like to provide additional details?

Please be as specific as possible

z
Your project coordinator might reach out in 1-3 business days if they
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E=T)
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
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B Project overview
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2 Participants @ Prel Ch Copy link
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ss Invite your existing participants Select from Hub
=
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SETTINGS
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202 Collaborators
& Billing i Metrics for this email type are not available at this time. Please check back again later.
0 0 0 0
(=)
4 DELIVERED =2 OPENED @ CLICKED & BOUNCED
[
N
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Site testing feedback ¢ :
X Close project
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Home (Participant)

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Browse & Discover

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screenKeywords:
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0 . ! =
Paid Research Studies .
Top companies want your feedback! Make money ‘
participating in user research studies and help influence
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What topics are you interested in? Q Date listed: New... v
STUDY FORMAT
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STUDY TYPE 282 Focus Group & Online

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(] Focus Grou | am a Bay Area research consultant looking for Bay Area residents to get feedback about local

P neighborhood issues and services. We are conducting a series of 90 minute Zoom interviews
() Multi Day Study taking place in January (1/8, 1/9, and 1/13 at 5:00pm and 7:30pm) and would love to hear from...
[] Unmoderated Task
DEVICE REQUIREMENTS STUDY DATES
R i I — -
|n user interviews Browse studies My studies Support Jane ~
deadline. Unmoderated studies are a great choice for busy you'll receive instructions about how to access and complete
participants since you can complete the task whenever best your unmoderated task.
suits you, and for participants who enjoy working solo.

Pay special attention to directions on how to submit your
user test or survey before the deadline! You can always
message your researcher if you have questions or need
assistance.
How and when are incentive payments distributed? How can | contact your support team?
You'll see the incentive type and amount before applying to a For general questions, contact our support team at
study. The incentive will be paid out within 10 business days support@userinterviews.com. They’'ll get back to you within
(usually much sooner) once you've successfully participated 1 business day. For study specific questions once confirmed
in and completed your session. for a study, use the messages tool to contact the study’s
researcher.
Other popular studies
Online studies
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|user interviews Browse studies My studies Support Jane ~
What topics are you interested in? Q Date listed: New... v
STUDY FORMAT
(] InPerson Online Bay Area Neighborhood Groups - YOUR $140
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STUDY TYPE 282 Focus Group & Online
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(] Focus Grou | am a Bay Area research consultant looking for Bay Area residents to get feedback about local
P neighborhood issues and services. We are conducting a series of 90 minute Zoom interviews
() Multi Day Study taking place in January (1/8, 1/9, and 1/13 at 5:00pm and 7:30pm) and would love to hear from...
[] Unmoderated Task view more
DEVICE REQUIREMENTS STUDY DATES
Computer with 01/08/2024 - R
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B A e A Tl s ~tas AN Nt
|user interviews Browse studies My studies Support Jane ~
Frequently asked questions

How do | participate in an online study? What do | need to do to be prepared for an online
study?

First, apply to a study! The researcher will review

applications and select participants for the study. If you're We recommend downloading and familiarizing yourself with

selected, you'll receive a scheduling email allowing you to popular online meeting tools like Zoom, Google Meet,

confirm a date and time to participate. Once confirmed, GoToMeeting, etc prior to your session. Make sure your

you'll receive instructions and an online meeting link. You'll camera and microphone work, you have a pair of

use that link to connect with the researcher at your headphones handy, and that you're in a quiet space where

confirmed session time. you won't be disturbed during the session.

What is a user test or survey? How do | participate in a user test or survey?

An user test is just that—an opportunity for a user to try out First, apply to a study! The researcher will review

a product, app, website, etc and share feedback. A survey is applications and select participants for the study. If you're

a simple questionnaire. Both user tests and surveys are done selected, you'll receive a scheduling email allowing you to

by the participant on their own anytime before the study’s opt in to participating before the deadline. Once confirmed,

deadline. Unmoderated studies are a great choice for busy you'll receive instructions about how to access and complete

participants since you can complete the task whenever best your unmoderated task.

suits you, and for participants who enjoy working solo.
Pay special attention to directions on how to submit your
user test or survey before the deadline! You can always
message your researcher if you have questions or need
assistance.

How and when are incentive payments distributed? How can | contact your support team?


Integrations

pageType: Marketing

screenElements:
Navigation Menu
Icon

screenElements:
Navigation Menu
Icon
Badge
Link

pagePatterns:
Integrations Page
Integrations Page
Integrations Page

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
user inferviews Product ~  Pricing Company ¥ Resources v Participants v Sign Up Sign In
PRODUCTS PLATFORM EXPLORE
: Recruit & Integrations Our Research Panel
~
Source from our panel and automate research Connect Ul to all your favorite research tools Explore participant audiences you can recruit with Ul
‘ Research Hub ¢ Hub API [ A Moderated Research
Build your own panel and automate research """ Feed live data from any source into Research Hub @ Recruit for interviews & moderated tasks
o Security Unmoderated Research
Learn about our certifications & security standards Recruit for usability tests & surveys
@ Release Notes ﬁ Scheduling NEW
Keep up with Ul’s product news Connect your calendar to automate session scheduling
Talk to users today! Sign Up Free
by participating in studies.
Sion Up Fre s
|user interviews Product v Pricing Company Vv Resources v Participants v m Sign In
1 Need research participants? Sign up today and your first 3 participants are free. Try free —»
Census Zapier Hightouch
DATA INTEGRATION DATA INTEGRATION DATA INTEGRATION
Send data from your company’s data Use Zapier’s workflow automations to send Send data from your company’s data
warehouse into Research Hub via Census—no data from 5,000+ tools into Research Hub— warehouse into Research Hub via Hightouch
engineers needed. no code needed. —no engineers needed.
Learn more about the Hub API > Learn more about the Hub API > Learn more about the Hub API >
Add more tools
We're actively building integrations with
testing and insights management tools.
Request an integration or learn more about
becoming an integration partner.
Customer? Request an integration >
Partner? Apply to integrate with Ul >
|user interviews Product v Pricing Company Vv Resources v Participants v m Sign In
1 Need research participants? Sign up today and your first 3 participants are free. Try free —»
Built-in services that power our platform
Tango Card Dropbox Sign Twilio
Incentive distribution made easy with a wide Simple document signing for NDAs and other Text messaging available for participants that
range of digital gift cards available to agreements, all built into your recruitment opt in, alerting them about progress in your
participants. workflow. study. ‘
|user interviews Product v Pricing Company Vv Resources v Participants v m Sign In
1 Need research participants? Sign up today and your first 3 participants are free. Try free —»
Streamline research with the
Bring your own tech stack and plug into User Interviews, your single
source of truth for research recruitment and panel management.
Zoom Google Microsoft Outlook
VIDEO VIDEO CALENDAR CALENDAR
Run moderated research with Zoom, the Sync your Google Calendar for easy Sync your Outlook Calendar for easy
most popular video conferencing tool. scheduling and use Google Meet for scheduling. Access your availability in the app
Generate automatic meeting links and assign moderated research. Generate automatic as you're picking time slots, and
moderators to host each session. meeting links and assign moderators to host automatically add sessions to your calendar.
each session.
Learn more > Learn more >
Learn more >
-~
® e @
LOOkbaCk VIDEO USABILITY TEST SurveyMonkey SURVEY 'Iypeform SURVEY
|user interviews Product v Pricing Company Vv Resources v Participants v Sign Up Sign In
1 Need research participants? Sign up today and your first 3 participants are free. Try free —»
Zoom Google Microsoft Outlook
VIDEO VIDEO CALENDAR CALENDAR
Run moderated research with Zoom, the Sync your Google Calendar for easy Sync your Outlook Calendar for easy
most popular video conferencing tool. scheduling and use Google Meet for scheduling. Access your availability in the app
Generate automatic meeting links and assign moderated research. Generate automatic as you're picking time slots, and
moderators to host each session. meeting links and assign moderators to host automatically add sessions to your calendar.
each session.
Learn more > Learn more >
Learn more >
S~
® £ @
LOOkbaCk VIDEO USABILITY TEST SurveyMonkey SURVEY 'Iypeform SURVEY
Run interviews or usability tests with Run surveys on SurveyMonkey. Automate Run surveys on Typeform, the online form and
Lookback. Automate participant tracking and participant tracking and get easy access to survey builder. Automate participant tracking
get easy access to completed task and survey status and responses within User and get easy access to survey responses
session recordings within User Interviews. Interviews. within User Interviews.
Learn more > Learn more > Learn more >
|user interviews Product v Pricing Company Vv Resources v Participants v m Sign In
1 Need research participants? Sign up today and your first 3 participants are free. Try free —»
C tt '
User Interviews is the most open platform for research recruitment. With our "
growing suite of integrations, we're compatible with any testing tool or
research method.
Integrations with research tools are available on any User Interviews
plan. Get 3 free participants when you sign up today!
Signupfree ~ Getddemo
|user interviews Product v Pricing Company Vv Resources v Participants v m Sign In
BETA PROGRAM
Feed live data into Hub with our
47 Connect Hub to any tool including CRM software and data
API warehouses
With the Hub Participant API, your team will always have the latest S5 Sync user data securely and keep participant records fresh
data about users stored in Hub. Build custom integrations on top of our
platform, connect to your tools of choice, then sit back and watch as 47 Build a custom integration for more flexibility, or use Census for
your panel data gets automatically refreshed in real-time. quick set-up
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Review project

pageType: Application Application

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Review the details of your project
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. . ° .
1. Project Details V4 Payment details

Project name Site testing feedback Recruit rate © $0.00

Number of participants @ 1
Public title Browse and give feedback on a website

Recruit total $0.00

. .. . - Total cost $0.00
Public description We're looking for feedback on a product we are building.
We won't charge you until after your interviews have been completed.
Number of participants 1
Launch Project

Double screening No
Study type 1-on-1 Interview
Study length 10 minutes
Study format Online
Participant incentive Participants will not be compensated
Details for confirmed Quickly test a site
particinante
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
»
2. Screener Survey V4
Page 1
Question #1 How is your English proficiency?
Question #2 Do you have a laptop?
Question #3 What is the model of your laptop?
See how the screener survey will appear to potential participants
»
3. Schedule g
Schedule timezone America/New_York
Available times Dec 11,2023 9:00 AM - 9:10 AM
Dec 13, 2023 9:00 AM - 9:10 AM
Dec 13, 2023 9:15 AM - 9:25 AM
Dec 13, 2023 9:30 AM - 9:40 AM
Dec 14, 2023 9:00 AM - 9:10 AM
Dec 14, 2023 9:15 AM - 9:25 AM
Participant review Review participants manually
Participant rescheduling  On


Creating an invitation email

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hotspotType: Drag

screenPatterns: Reorder Edit

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade
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First name =
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Book detail

pagePatterns:
Misc
Social Proof (Testimonial) Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
About the Author
Join the Shape Up forum
If you’re implementing methods from Shape Up at your own company, this is for you.
You'll find deep dives on subjects covered in the book, and practical insights from
peers who are implementing Shape Up at their own companies.

“l already see my team thinking deeper about the problems

they’re solving. By owning scope within the pitch they are

making early tradeoff decisions and focusing on delivering

value rather than blindly implementing a product
requirement.”
|“IGNORE THIS BOOK AT YOUR OWN PERIL.” —SETH GODIN From the authors of the New York Times bestseller Rework
80-hour weeks
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uper busy .
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4 A OFFICE NOT REQUIRED
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It Doesn’t Have to Be REWORK REMOTE Getting Real
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RYAN SINGER BO_Oks
Shape Up Stop running in circles and ship work that matters. Written by the
Stop Running in Circles and innovators behind Basecamp — one of the biggest and longest-
Ship Work that Matters ) . .
running software as a service apps — the book gives teams the tools
@.,OL_, to address the risks and unknowns at each stage of the product
: development process. Full of eye-opening insights, Shape Up will
help you break free of “best practices” that aren’t really working,
think deeper about the right problems, and start shipping
meaningful projects your team can celebrate.
D Basecamp Buy the print edition Read it online Download a PDF
|RYAN SINGER
Sh ape Up Shape Up
L Stop running in circles and ship work that matters. Written by the
Stop Running in Circles and ) . .
Ship Work that Matters innovators behind Basecamp — one of the biggest and longest-
running software as a service apps — the book gives teams the tools to
address the risks and unknowns at each stage of the product
@ﬁOﬁ _> development process. Full of eye-opening insights, Shape Up will help
I you break free of “best practices” that aren’t really working, think
deeper about the right problems, and start shipping meaningful
projects your team can celebrate.
@Basecamp
-|
80-hour weeks
Packed schedules R E
Super busy
Endless meetings
ove. ‘lowing il‘lb’/x NEW YORK TIMES BESTSELLER
|“Productivity is through the roof. It’s infinitely easier to
produce good work on time with a clearly shaped pitch
upfront and a generous deadline of six weeks.”

-John, Addition
“We are now a much more united team. There is no
boundary between product and engineering.”
-Simone, Meltwater
“We’re actually SHIPPING real features and the team
seems more energized.”

-Mike, SynchroNet
“We have more focus and purpose. We actively make a bet
and stick with it for a pre-determined timeframe.”
—Filip, Lime Technologies
|[ ] [ ]
Full list of essays included
Introduction Foreword by Jason Fried
Acknowledgements
1: Introduction
Part 1: Shaping 2: Principles of Shaping
3: Set Boundaries
4: Find the Elements
5: Risks and Rabbit Holes
6: Write the Pitch
Part 2: Betting 7: Bets, Not Backlogs
8: The Betting Table
9: Place Your Bets
Part 3: Building 10: Hand Over Responsibility
11: Get One Piece Done
12: Map the Scopes
13: Show Progress
14: Decide When to Stop


Creating a screener survey

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
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@ Project overview
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Remote resources

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pagePatterns:
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communicate internally, share announcements, know remote. Learn from Michael (QA) and Jane (Data run an all-remote 24/7 support team and how they use
what everyone’s working on, build software, keep up Analysis) about how they make it happen. Basecamp to make it happen.
socially, and more.
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contact us and we’ll get back to you within an hour.
Apps + Desktop Newsletter Articles Before & After
Integrations Handbook Community Yes, Yes, and Yes
If you love Basecamp, you'll love {HEY — our take on email Updates Podcast Remote Resources Dazzle your clients
Status Books Customer Rights Long Thoughts
Jobs Privacy Policy
Policies & Terms
California Privacy Notice
@ Try it for free
°
@ Basecamp is designed, built, and backed by 37signals. Enjoy the rest of your Tuesday! 37signals “0
|Lighter fare
Explore the lighter side of working from home; work-life balance, sweet home office
setups, building culture with remote teams, and more.
The Desks of Basecamp Why | Work Remote
One wonderful thing about remote working is Remote work comes with a host of life-
that everyone gets to have an environment enriching benefits. Read this lovely post from
tailored to their needs. Get some inspiration for our own Jason Zimdars about a few of them.
your own home office setup by touring ours.
Remote Work is a Platform Onboarding Remote Employees:
Learn why you should stop trying to recreate The First 90 Days
the office at home, and instead embrace the Starting a new job remotely can be a challenge
unique flavor, advantages, and disadvantages for both employees and their employers. But
of working remotely. with this remote onboarding checklist, it
doesn't have to be.
How to Build Social Connections on Remote Work: Extreme Edition
aRemote Team There’s remote and then there’s REMOTE. We
Learn some techniques from Claire about how place a long-distance phone call to Antarctica
to build culture on a remote team when there’s to chat with Kathrin Mallot, an astrophysicist
no water cooler to gather round. who works at the IceCube Neutrino .
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how she works
|GEEYW MWW WOl TvwmyY®©°
On top of writing *the* book on remote work, we’ve been running a successful
remote company for more than 20 years. Here’s a collection of resources we've
produced over the years that’ll help you transition to working from home.
|
- E o REMOTE: Office Not Required
R M The bible for remote work. REMOTE shows both employers and employees
P O how they can work together, remotely, from any desk, in any place, anytime,
REMOTE oums T anywhere. Avoid common pitfalls, learn best practices, and get up to speed
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company. Watch as the authors of REMOTE answer viewer questions about
how to make the switch to remote a successful one.
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|@ Basecamp What's New? Features Signin
Work from home,
the Basecamp way.

On top of writing *the* book on remote work, we’ve been running a successful
remote company for more than 20 years. Here’s a collection of resources we've
produced over the years that’ll help you transition to working from home.

E | REMOTE: Office Not Required
R M The bible for remote work. REMOTE shows both employers and employees
O how they can work together, remotely, from any desk, in any place, anytime,
B e T anywhere. Avoid common pitfalls, learn best practices, and get up to speed
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1-on-1 Interview in with own participants by Jane Smith
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Requested Qualified Approved Scheduled Completed
5 0 0 0 0
Site testing feedback [l Mark as template
1-on-1 Interview with own participants by Jane Smith
Active (& Duplicate
Requested Qualified Approved Scheduled Completed
@ 1 0 1 0 0
° Project marked as template X
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Js above.


Expanding participant profile

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade + New project
" X
. S v M
Js Jon Smith -
Schedule for specific time slot
Overview  Screener  Participantdata  Sessions
Participant overview
Status Match percentage
Qualified 100% match
Date applied Contact info
December 18, 2023 jonsmith.mobbin@gmail.com
Key screener questions v
@ Do you have a laptop?
Pick one
® Yes (accept)
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N
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. S v M
Js Jon Smith -
Schedule for specific time slot
Overview  Screener Participant data  Sessions
Participant overview
Status Match percentage
Qualified 100% match
Date applied Contact info
December 18, 2023 jonsmith.mobbin@gmail.com
Key screener questions v
@ Do you have a laptop?
Pick one
® Yes (accept)
[
N
< > Not a fit Approve & invite


Adding team billing information

screenElements: Banner Dialog

screenElements: Banner Banner Dialog

screenPatterns:
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Add & Create

pageType: Application Application Application Application Application Application Application Application Application Application

screenKeywords:
user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
Review the details of your project
i Get more from Research Hub X
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Pay $250 per month today to unlock Branded Screeners & Opt-in Forms, Custom Email Templates & Email Themes and more! <
. . ° .
1. Project Details V4 Payment details

Project name Site testing feedback Recruit rate © $0.00

Number of participants @ 1
Public title Browse and give feedback on a website

Recruit total $0.00

. .. . - Total cost $0.00
Public description We're looking for feedback on a product we are building.
We won't charge you until after your interviews have been completed.
Number of participants 1
Launch Project

Double screening No
Study type 1-on-1 Interview
Study length 10 minutes
Study format Online
Participant incentive Participants will not be compensated
Details for confirmed Quickly test a site
particinante
||Add your team billing information X
The team's billing information will be displayed on invoices and used
for sales tax calculations.
TEAM BILLING ADDRESS (REQUIRED)
Country/Region (REQUIRED)
== United States v
Address line 1 (REQUIRED)
Street address, P.O. Box, etc.
Address line 2
Suite, unit, building, floor, etc.
City (REQUIRED)
State/Province (REQUIRED) Postal code (REQUIRED)
Select... v
Cancel REEVCYLIGEENI
|Add your team billing information X
The team's billing information will be displayed on invoices and used
for sales tax calculations.
TEAM BILLING ADDRESS (REQUIRED)
Country/Region (REQUIRED)
== United States v
Address line 1 (REQUIRED)
Street address, P.O. Box, etc.
1226 University Dr
Address line 2
Suite, unit, building, floor, etc.
City (REQUIRED)
Menlo Park
State/Province (REQUIRED) Postal code (REQUIRED)
Select... v
Cancel REEVCYLIGEENI
|Add your team billing information X
The team's billing information will be displayed on invoices and used
for sales tax calculations.
TEAM BILLING ADDRESS (REQUIRED)
Country/Region (REQUIRED)
== United States v
Address line 1 (REQUIRED)
Street address, P.O. Box, etc.
1226 University Dr
Address line 2
Suite, unit, building, floor, etc.
City (REQUIRED)
Menlo Park
State/Province (REQUIRED) Postal code (REQUIRED)
Select... v
Alabama
[o]
Alaska
|Add your team billing information X
The team's billing information will be displayed on invoices and used
for sales tax calculations.
TEAM BILLING ADDRESS (REQUIRED)
Country/Region (REQUIRED)
= United States v
Address line 1 (REQUIRED)
Street address, P.O. Box, etc.
1226 University Dr
Address line 2
Suite, unit, building, floor, etc.
City (REQUIRED)
Menlo Park
State/Province (REQUIRED) Postal code (REQUIRED)
California v 94025
Cancel REEVCLILEINIY
|user interviews Projects Participants ~ My team ~ Jane ~ Upgrade '+ + New project
. . . - Total cost $0.00
Public description We're looking for feedback on a product we are building.
We won't charge you until after your interviews have been completed.
Number of participants 1
Launch Project
Double screening No
Study type 1-on-1 Interview
Study length 10 minutes
Study format Online
Participant incentive Participants will not be compensated
Details for confirmed Quickly test a site
participants
See what information will be shown to potential participants
»
2. Screener Survey V4
Page 1
Question #1 How is your English proficiency?
Question #2 Do you have a laptop? . Tl e »
successfully saved!
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|Add your team billing information X
The team's billing information will be displayed on invoices and used
for sales tax calculations.
TEAM BILLING ADDRESS (REQUIRED)
Country/Region (REQUIRED)
== United States v
Address line 1 (REQUIRED)
Street address, P.O. Box, etc.
1226 University Dr
Address line 2
Suite, unit, building, floor, etc.
City (REQUIRED)
Menlo Park
State/Province (REQUIRED) Postal code (REQUIRED)
cal v
California
C_..__.
.- ]
|Add your team billing information X
The team's billing information will be displayed on invoices and used
for sales tax calculations.
TEAM BILLING ADDRESS (REQUIRED)
Country/Region (REQUIRED)
== United States v
Address line 1 (REQUIRED)
Street address, P.O. Box, etc.
1226 University Dr
Address line 2
Suite, unit, building, floor, etc.
City (REQUIRED)
State/Province (REQUIRED) Postal code (REQUIRED)
Select... v
Cancel REEVCYLIGEENI
|Add your team billing information X
The team's billing information will be displayed on invoices and used
for sales tax calculations.
TEAM BILLING ADDRESS (REQUIRED)
Country/Region (REQUIRED)
== United States v
Address line 1 (REQUIRED)
Street address, P.O. Box, etc.
1226 University Dr
Address line 2
Suite, unit, building, floor, etc.
City (REQUIRED)
Menlo Park
State/Province (REQUIRED) Postal code (REQUIRED)
California v
Cancel REEVCYLIGEENI


Pricing

pagePatterns:
Hero Section
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pagePatterns:
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Pricing Section

pagePatterns:
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Contact Section

pagePatterns:
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FAQ Section

screenElements:
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pagePatterns:
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Contact Section
Pricing Page

screenKeywords:
user interviews Product v Pricing Company Vv Resources v Participants v Sign Up Sign In
Recruit Pricing FAQ
Have questions about Recruit? We've done our best to anticipate your questions below.
Our friendly sales team is happy to talk to you anytime, just book a time to chat.
PLANS ADD-ONS FEATURES GENERAL

A session is one completed interview or test with one participant. Number of participants =
number of sessions. A session with multiple participants (e.g. a focus group) counts as
multiple sessions.

AF How does the Recruit Starter subscription work?

il What if | go over my accrued sessions?

AF What if | cancel my Recruit subscription? Can | pause?
|user interviews Product v Pricing Company Vv Resources v Participants v m Sign In
Pay As You Go Starter Essential Custom
For individuals and small teams with For teams with an ongoing research For teams with an ongoing research For teams who do a high volume of research
infrequent research needs. practice. Includes 60 sessions per year. practice. Includes 150 sessions per year. or have custom software and support needs.
45 175 325 Let's talk
$ /session $ /month $ /month ers 1a
paid per session billed annually billed annually billed annually
ADD ON B2B RECRUITING FOR +$45/SESSION ADD ON B2B RECRUITING FOR +$175/MONTH ADD ON B2B RECRUITING FOR +$325/MONTH ADD ON B2B RECRUITING (TALK TO SALES)
Get started Subscribe & save Subscribe & save Contact sales
Includes: Includes: Includes: Includes:
v Unlimited researcher seats @ ALL Pay as You Go features! @ ALL Pay as You Go features! @ ALL Starter + Essential features!
v Automated scheduling v 60 sessions per year v 150 sessions per year v Custom number of sessions per year
v Automated incentive distribution v Rollover sessions v Rollover sessions v Security review
v Screener survey skip logic v Past screener library v Past screener library v Negotiable contract terms
v Project coordinator support v Invite previous participants v Invite previous participants v Customer success manager
v All research tool integrations v Customer success support v Customer success support v Prioritized project coordinator support
v 1:1& bulk messaging v Custom onboarding v Custom onboarding
Add-ons: Add-ons: Add-ons:

Add-ons: ® B2B recruiting @ ($175/mo.) ® B2B recruiting @ ($325/mo.) ® B2B recruiting @ (Let's talk)
® B2B recruiting @ (+ $45/session) ® Document signing @ ($50/mo.) ® Document signing @ ($100/mo.) ® Document signing @ (Let's talk)
|user interviews Product v Pricing Company ¥ Resources ¥  Participants v Sign In
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Recruit Pricing FAQ
Have questions about Recruit? We've done our best to anticipate your questions below.
Our friendly sales team is happy to talk to you anytime, just book a time to chat.
PLANS ADD-ONS FEATURES GENERAL
AF How does the Recruit Starter subscription work?
il What if | go over my accrued sessions?
AF What if | cancel my Recruit subscription? Can | pause?
AF Are participant incentives included in pricing?
|user interviews Product v Pricing Company Vv Resources v Participants v Sign Up Sign In
. Need survey participants? Ask us about subscriber discounts & save up to 70% per response.
What day is best for you?
First Name Last Name
. JL ]
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Want more info before you talk to us? Learn more about Recruit.
Tue Wed Thu Fri
2 3 4 5 z
Jan Jan Jan Jan
|user interviews Product v Pricing Company Vv Resources v Participants v m Sign In
.« Need survey participants? Ask us about subscriber discounts & save up to 70% per response.
PRICING PLANS
Get access to our 3 million+ vetted participants through Recruit, or bring
your own users with Research Hub.
Select your product below to learn more about our pricing plans.
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SOURCE FROM OUR PANEL BUILD YOUR OWN PANEL
RECRUIT RECRUIT RECRUIT RECRUIT
Pay As You Go Starter Essential Custom
For individuals and small teams with For teams with an ongoing research For teams with an ongoing research For teams who do a high volume of research
infrequent research needs. practice. Includes 60 sessions per year. practice. Includes 150 sessions per year. or have custom software and support needs.

45/ . 175 325 Let's talk
S /session S /month S /month ersit1a