How to Set Up A Usabilla Survey
How-tos | User Experience

How to Set Up A Usabilla Survey

on / by Sabina Idler

With Usabilla you can collect feedback on any digital interface, be it the scan of a sketch, a wireframe, mockup, or webpage. Just set up a test, invite participants, and analyze your results. Check out the video below to see how you can create a test in no time, or read on and we will guide you through setting up a test with Usabilla step-by-step.

1. Select a template

To help you get started on your test, we offer a selection of popular test templates. Depending on your goals, you can either choose one of these templates, or go for the blank one and start a test from scratch. It could not be easier. Even if you choose one or the templates, you can make changes later on, add test pages, or customize your test.

You can also select a language for your test. At this point Usabilla Survey supports 9 languages that you can choose from to use in your test. These are: Dutch, English, French, German, Portuguese, Russian, Spanish, Swedish, and Turkish.

2. Add a customized introduction

There are many advantages of customizing your introduction page. For example, you can welcome test participants with a personal message. Don’t hesitate to let people know that you appreciate their participation.

You can also use this page to wrap your test in a user scenario, give any extra information participants might need during the test, or simply encourage them to be honest. For example, you can inform participants about what you are going to do with their feedback, or tell them about the incentive they will get for participating.

3. Add test pages

You can add multiple pages to your test. These can for example be two different pages from you website, or different design versions of one web page. Usabilla offers three ways for you to include a page in your test. You can either upload an image from your computer, generate a screenshot from a url, or pick a page from your personal library.

For example if you would like to add multiple tasks for one page, just upload the page once and then select it from your library for every additional task. By selecting the same page multiple times, you make sure to see all tasks for that one page together on the analyze page later on.

The way the different pages are displayed on your dashboard is how they will appear in your test. Drag & drop pages to change their order.

When you generate a screenshot from a url, make sure you specify the screen type you want to test. You can test normal websites, mobile, or tablet sites.

4. Add tasks or questions

For every page that you add to your test, you can add one task or question. As I mentioned above, if you want to add multiple tasks to one page, upload the page once and then select it again from you personal library for every additional task.

For every task, you can add a customized introduction. You can provide participants with extra information or carry on your user scenario from the beginning to place the task in a more realistic context. You can also choose to skip the task introduction.

Furthermore, you can pick the color of points participants will place on the screen and choose between a standard and a one-click task.

A standard task can be answered by placing multiple points on the screen. Participants can also leave notes to explain themselves. You can set a limit of points participants can place. Standard tasks are great to collect general feedback on a web page or a specific design element and ask participants for their opinion.

A one-click task allows participants to only click on the screen once to answer a question. With this task, you can measure how long it takes participants to click on the screen and where they click. For example, one-click tasks are perfect to compare design versions and find out if one call-to-action button works better than another.

6. Add a customized Thank you page

Last but not least you can customize the Thank you page of your test. Of course you can use this page to express your gratitude, but you can also include an external survey to ask participants for extra information, such as their demographics or anything that might help you analyze your results.

Besides, you can enable sharing and include a redirect URL. If you enable sharing, you invite participants to share your test on Facebook or twitter after completion. The redirect URL will define where your participants will be redirected to after they completed your test.

For example, if you redirect participants to an external survey tool, make sure to add the ID of the participant to the redirect URL. This way you will be able to track the results from your survey back to your Usabilla results.

Promote your test

Once you have set up your test and you are ready to collect feedback, don’t waste any time. Activate your test by clicking on Activate test either on your Test detail page or on the Dashboard. Great, now you are ready to promote your test!

Once you clicked on Promote test you have different options to invite participants. Your test is hosted at a unique test url. You can either send this url to participants via email, tweet it, or share it on Facebook. Or you can add an invitation widget to your website.

Good luck!

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Article by

Sabina Idler

Sabina was technical writer & UXer @Usabilla for 5 years before she started her own UX research and consultancy firm; UXkids. With UXkids, Sabina leverages her academic research expertise, know how in child development, and strategic vision to help companies build successful digital products for children. You can connect with Sabina on Linkedin or follow her on Twitter.

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