"When you come to a fork in the road, take it." - Yogi Berra
Once we’ve constructed one or more trees to test, and come up with a list of the tasks we’d like our users to try, we should take time to pause and congratulate ourselves – most of the heavy lifting is done.
Now we need to turn this raw material into an actual test that we can run with users. Luckily, the tools now available make this a fairly straightforward process, as well as offering a raft of handy options to tailor the test to our needs.
In this chapter, we’ll cover how to get a test set up, and which of those options we should choose when.
Naming the test
Tips to make our tests easy to identify later
Disguising the test address
Avoid giving away the grouping method and client
Selecting languages
For the prompts and controls shown by the tool
Password-protecting the test
If we need to keep the study private
Setting closing rules
Finishing manually, by # of participants, or by date date
Redirecting after the test
Linking back to a panel, to another study, or to a recruiting survey
Setting up the tree and tasks
Pointers to Chapters 6 and 7
Writing supporting text
Welcome message, instructions, thanks message, and T&C
Adding survey questions
For screening, splitting results, research, comments, etc.
Choosing a visual look
Setting the logo and color scheme
Providing a support contact
For participants' questions, concerns, or suggestions
Alerting the organization about our study
In case customers inquire about it