Who can try the task, and what can their sessions tell you?
You can recruit from the UserTesting Network. Options for using your own people through Invite or Custom Network depend on the subscription. Write screening questions about relevant experience and keep the task the same across sessions.
A recording can show where a participant struggled. It cannot establish how often all your customers have that problem unless the study supports that conclusion.
What should someone know before their session is recorded?
Recording may include screen, voice and, for some formats, camera. Explain what will be captured, who can see it and whether a clip could be shared. Avoid collecting real account information. Check what each participant will see and how they can decline.
A prompt to grant a device permission explains what the device can share. Give participants the separate context they need about the research and any further use.
What do you need to confirm before requesting pricing?
UserTesting quotes by plan. It lists test-based consumption and team-based unlimited testing within a defined scope, with edition features that vary. Ask which audience, recording and download options the quote includes.
The current Live Conversation guide lists video and transcript download options. The separate transcript-to-Excel guide names eligible editions. Check the export for your exact format and role, and verify the recording before quoting a transcript.
How would you compare two people trying the same screen?
Sketch two fictional sessions on paper. Do not recruit people, run a test or capture footage.
- Keep the task consistentAsk how each person would find their next invoice in a fictional app.
- Separate observation and interpretationOne response opens Billing. The other opens Account. Note the choices first, then write a possible explanation.
- Choose what to show the teamUse an anonymous paraphrase in this exercise. In a real study, check permission and remove unrelated information before sharing a clip.