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6/4: Preview screeners + test skip logic from the project builder
Brittany Rutherford
Broken skip logic *was* a headache—if you didn't notice an error before launching, participants would likely get sent to illogical pages or finish logic would end the screener too soon, making for incomplete or nonsensical screener applications. In most cases all of those applications would need to get thrown out, as they didn't accurately qualify or disqualify participants, slowing down the recruit.
No longer! You can now preview your screener survey, including the option to test all skip logic paths, before launching your project. If you catch any skip logic mistakes where branching didn't work as intended, update the logic statement and test the path again. Catching errors before your project launches should make for a stress-free recruit!
Previewing a screener, even if the screener doesn't have skip logic, is also a good way to QA the general experience from a participant's point of view. For example, notice if your screener feels long or tedious, if the questions are clear, if all multiple choice responses have a "None of the above" or "N/A" answer option, of if you catch any grammar or spelling mistakes.
Learn more in our skip logic support guide.
Reviewing Hub data just got a whole lot easier! The first column holds constant when scrolling horizontally, helping you keep track of which participant's data you're looking at, and the header is always in view so you know what column of data you're looking at when scrolling vertically. More Hub table user experience updates are coming H2 2021!
A win for teams with multiple brands, products, or those who just want ask different questions to different groups. Your team can make and activate as many opt-in forms as you want!
Simply copy the URL for the opt-in form you'd like to use, and add it to an email, social media post, Slack channel, etc to grow your panel. Use different opt-in forms with persona specific questions to gather specific information on participants as they're joining your panel. Use that information to filter or inform who you invite to your next study.
Learn more in our opt-in forms support guide.
Two of our Hub email customization features, available for paid Hub subscribers, have expanded functionality.
We hope this helps you and your team use these tools more effectively! Learn more in our Email Themes support guide and Email Templates support guide.
You may forget to add a document when building your project, or decide to add one once participants are already confirmed. No problem! Teams with the Document Signing add-on can now ask their Project Coordinator to add a document post-launch, and then the researcher can trigger sending that document to confirmed participants who haven't signed the document yet.
When a participant signs a document, the project owner will automatically receive a signed copy of the document in an email. We know emails can be lost, deleted, or forgotten, so we've made it possible to download the document in-app whenever you need (even after the project closes!). Collaborators can download the document as well, helping teammates pitch in on saving or reviewing NDA's or consent forms.
Learn more in our Document Signing support guide.
We updated the design and behind the scenes “foundation” of the project builder. That means no new functionality (for now!), but lots of benefits moving forward. Learn more about the project builder in our support guide.
The new project builder foundation:
Ultimately, we want launching a project to be easy as pie, and this update helps us work toward that goal. Give the new project builder a whirl! Launch a project and let us know what you think.
Curious how it all came together? Read our blog post about the redesign where we cover more about the whys and hows of the project.
Formerly, when you opted to have UI automatically distribute incentives for your team, participants who completed your sessions would be paid an Amazon gift card. Researchers and participants alike requested an alternative to Amazon. We're excited to share that a new option, Reward Link, is here!
Participants will now have their choice of a digital Amazon OR Reward Link gift card for UI distributed incentives. When a participant chooses Reward Link, they'll be prompted to redeem their funds in their pick of dozens of popular store, service, and experience gift cards, including options like Target, Starbucks, Southwest Airlines, Airbnb, Whole Foods, Home Depot, and Uber.
Participants can choose a gift card that fills a need for them, or simply just makes them happy! Researchers who want to give participants incentive options can now take advantage of UI automatically distributing incentives for their team, saving them time and legwork of manually issuing incentives themselves.
Learn more about our the incentive and currency options available to participants in our support guide.
You’ve worked hard to build up a panel of engaged participants, and care about how you communicate with them. We’ve added a new tool to our paid Hub subscriptions—email template sets—to help you do just that!
Maintain your tone and voice through your project by creating a custom email template set. Make a template set once and you and your team can reuse it over and over again, saving time and ensuring participants receive emails that sound like YOU. Learn more about email template sets in our support guide.
A few ways we’re using email template sets:
For paid Hub subscribers who want to keep branding and messaging consistent, check out our other features that help streamline communication:
A big win for our participant community! Participants can now refer a friend to occupation based studies. Their friend or colleague gets paid for participating in the study, and they get some extra money in your pocket. For researchers, this will help us fill more niche occupation studies. A win-win all around!
Here’s how it works: Simply use the unique referral link to refer someone you think may be a good fit for a specific study. If your referral creates an account and completes the study you refer them to, you earn a $30 Amazon gift card. Learn more about referrals in our support guide.
Check out our 2020 Release Notes for more release details!
Product Marketer
UXR participant advocate, employee 9ish at UI, remote work forever. Interested in minimalism, thrifting, vegan cooking, sitcoms, and her grumpy rescue dog Nash.
