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May 28, 2020
May: New plans, incentive upgrades, new tools to message users, and more.
We recently shipped four new features that were highly requested on our roadmap. All four help you get more value out of our recruiting tools without having to launch multiple projects.
You can now target multiple cities or states on the same project. No more making a new project for each location! This can especially helpful for remote projects where location is still an important factor.
After you've closed a project with participants you recruited from our audience, you can now come back and invite any participant to a live project, right inside their profile.
This can come in handy in a bunch of scenarios. For instance, here are three themes that came up in researcher feedback for this functionality, in the (anonymized) words of real customers:
Here's a preview:
In the "Invite to project" dialog box, you can choose to invite the participant to a currently active project, create a new one from scratch, or duplicate an existing project.
You can also search, filter, and invite previously recruited User Interviews participants from across all of your team's past projects by clicking Participants > Recruit Participants.
Advanced screening lets you call or email participants who apply to your project for an extra round of screening before you approve them. If you see a participant who didn't quite pass your screener, but who you think could be a good fit for the project, you can now reach out to them for more information.
To get started, filter or search a project's Participants list to find who you'd like to talk to, then click into their profile. You'll see their contact info, plus a new "Start a conversation" button to message them in-app.
There's a new option for filtering participants from your own user base in the Hub Participants view. You can now show or hide participants based on specific projects they have or haven't participated in. This can be helpful when deciding who to invite for research next, or who to add to which active project.
March was a busy month! We launched a number of much-requested features that make it easer for you to collaborate with teammates, shipped a search/filter tool in the project workspace (also highly requested), tweaked our app in response to the ongoing COVID-19 outbreak, and released a number of updates and fixes. Let's get into it.
Multiple collaborators can now connect their Google or Outlook calendars to User Interviews projects! Details:
In addition to commenting on draft projects (see January and February updates below!), you can now comment on projects after they launch. Any collaborators you've granted edit access to will be able to add comments, too. We've already seen a lot of researchers use comments to iterate on screeners and coordinate sessions.
If you want input from a particular team member (on a live project OR a draft), type the @ symbol. A list of team members will appear, allowing you to ping someone with an email notification.
This builds on announcement #1 from last month. Let's say you've got 300 applicants for your study. Some of them passed the screener, some failed, you've already talked to a few, you need to make a choice about who to invite next... and you need to look up 1 person in particular to send them a message. You can now easily filter everyone in your project to complete all those tasks in seconds.
To visualize the changes, here's the Participants section of the workspace, with a 🎉 for everything that's new.
The spread of COVID-19 has affected life and work for pretty much everyone on earth. To help encourage researchers and participants to stay safe, our app won't support recruiting for in-person research sessions through at least the end of April. Product updates aside, we're also working with customers who have relied on in-person recruiting in the past to help them transition to remote research. If you have any questions about what this means for you, or if you'd like help with remote research, we're here for you! Read more here, check out our detailed guide for evolving your research, or email firstname.lastname@example.org.
Quickly and efficiently finding the right users to give actionable feedback can mean the difference between useful research and wasted time. This month's major updates all tackle the problem of how to ask the right questions of the right participants, fast.
Approving participants isn't always a binary yes/no decision. For example, if we find 100 participants for your 10-person study, it can be handy to approve your 10 top picks first based on their answers to your screener, followed by a list of 20 backups. You can now flag applicants as Best, Potential, or Poor fits, and filter your project's Participants view to show only those participants with a particular rating.
If, on the other hand, you'd rather let your screener survey do the work, you can now set projects to automatically let participants sign up for sessions as soon as they pass your screener—no manual review needed. You can toggle between manual and automatic approval at any point before or after you launch a project.
If you built an effective screener survey for a past project (or if you realize you almost got it right except for 1 less-useful question), you can now copy screeners into new draft projects with one click. You'll have access to screeners from your teammates' past projects, too. (FYI, the screener library is only available on subscription plans.)
This month, we've launched a bunch of new tools to make managing projects and participants easier, smoother, and more collaborative.
We’ve added the ability for you and your teammates to comment on draft projects! Cool, right?
Click "Share" in the top left corner of your draft project to grab a shareable link; click "Comment" in the top right to see and post comments. Easy!
Here's the nitty gritty:
You can find a more detailed rundown of this feature in our knowledge base.
Coming soon 🔭: comment on launched projects, @mention teammates in comments to ping them, and more!
You can now filter and search your Hub Participants population on more sophisticated criteria with an updated, cleaner design.
The Participants > Hub Participants view is where you can see the population of users you've brought yourself (via CSV upload, project invite, or your custom opt-in form). Click the blue plus sign (+) next to any field on the new sidebar to customize your filters. You can now filter by:
These new options make finding participants easier. For example, you could show all participants who earned under $100 in incentives last year or no incentives at all, to target your next study invite at users who have been less active recently. Or, you could quickly search for a single participant without having to click through multiple pages.
These new filters build on earlier work to build more tools for keeping up with your user population, like more detailed participant profiles and opt-in forms to bring more users into your User Interviews audience.
You can find a detailed guide to the new filters here, or just email us with any questions.
Other posts cover our new suite of policies and tools to help researchers meet their responsibilities under the EU's General Data Protection Regulation (GDPR), but we thought we'd pull out a couple of new features from the list to highlight here:
Instead of updating our previous Release Notes post, we're starting 2020 with a fresh post, and taking taking a step back to talk about some larger-scale thoughts on the year to come.
Too often, all-encompassing product roadmaps set themselves up to fail; it's easy to make the mistake of over-planning, or being product-centric instead of user-centric.
The question isn't, "what will build?" but "what user needs are we tackling?" Instead of a bulleted list of specific future features, here are 3 questions we're exploring as we evolve User Interviews this year.
Research is a team sport. We have a ton of ideas for making collaboration in User Interviews even easier and more useful, but we also have a lot to learn.
When do researchers loop in other teammates? When do teammates reach out to you? How do we solve problems not only for individual researchers, but for whole teams? These questions are central to what we're building this year.
We built User Interviews to solve a specific problem: “we need to talk to 5 people for this project—how do we find them?” This was a great starting point, because it matches a mental model many users already have.
But what if, instead of a list of finite "projects," you had participant segments, a calendar, a few screener templates, and handy automations to link them all together? We want to evolve our product to address researcher needs that don't fit cleanly into the existing "launch a project" frame.
...And would it be helpful if User Interviews could pass data back and forth with them? In other words: integrations, baby 🔀.
As we've said elsewhere (including in this post!), your perspective has a direct impact on what we build. If any of these questions got you thinking, hop over to our roadmap and add a note! Happy 2020!
JP Allen is a Growth Marketer at User Interviews. Obsessed with languages, writing, learning, spreadsheets, and bad puns.