One last thing to do when you’re getting ready to run a tree test (or any other unmoderated research): make sure that you tell your organization's support channels that you’re running a study.
When participants are invited to do your study, whether by email or by clicking a web ad, they may want to check that it’s legitimate. This is especially true for organizations such as banks who are frequent targets of phishing attacks.
Because of this, you may get a few people contacting your customer-support staff to ask if the invitation they received is for a real study. If you have informed them beforehand of your research, that makes things easy for them and for the participant.
When you inform support channels about your study, they may inform you in turn that they have certain guidelines and procedures for contacting customers. (In fact, a few larger companies are quite strict about this.) While jumping through these additional hoops is never fun, it’s usually better to find out about them before your study runs than having to ask forgiveness for your ignorance of them afterward.
Finally, remember that informing your support channels is not only polite and efficient; it’s also a bit of free internal publicity for the UX work you’re doing.
Next: Setting up a paper test