How do I use the General tab in Prototype Testing?

In this help, we'll discuss how to use the General tab to:

  • Name your study
  • Set the language of your study
  • Choose whether the screen, face and voice of the respondents will be recorded
  • Choose whether and how the respondents have to identify themselves
  • Protect your study with a password
  • Set the ending conditions for the study

Name your study 

  • Respondents don't see the study name displayed anywhere
  • Use a name that helps you identify the study on the dashboard

Set the language of your study 

  • Language determines the language of the labels and headings in the study
  • Currently, only English is supported. More languages coming soon.

Choose whether the screen, face and voice of the respondents will be recorded 

  • When setting up the recordings you need to include the recording of the screen of the respondent to be recorded before being able to set up the other recordings
  • You can choose to record any of the following combinations: screen and face, screen and voice or screen, voice and face
  • If you include any of the recordings the respondents will be asked to provide consent for the selected recordings at the beginning of the study
  • Every included recording will come with a device check that the respondent will be asked to complete at the beginning of the study
  • Allowing this option will use up one Recording resource from your plan for each respondent, regardless of whether you have only the screen recording enabled or the additional recordings as well

Choose whether and how the respondents have to identify themselves 

Select one of the following respondent identification options:

  • Anonymous - The respondents don't have to identify themselves (default option)
  • Email address - Demand that they provide their email before they begin
  • Other - Ask for another identifier of your choice (e.g. name, screen name, internal company ID)

Unless the study is left anonymous, the respondent won't be allowed to go forward until they identify themselves.

The respondent's identification will be displayed next to their study results.

If you selected Other identifiers, by enabling Allow duplicate identifiers, you can allow multiple respondents to use the same identifier (e.g. to identify members from the same group).

By default, your study won’t store the IP addresses of respondents. You can enable them with the Store respondent IP address option.

Protect your study with a password 

  • No password - the study is open to anybody who has a link to it
  • Private study - ask would-be respondents to enter a password first.

The password has to be between 1 and 250 characters long, with no additional demands on the type of characters.

Don't forget to share the password with the intended respondents! :)

Set the ending conditions for the study 

By finishing a study, you make sure that it stops collecting data from more respondents. You can finish a study both manually and automatically:

  • Manually - End the study anytime you want, without constraints
  • Respondent limit - Automatically finish the study once it's been conducted with enough respondents.
  • Closing date - Automatically finish a study once a deadline has been reached.

Even when you set a study to finish automatically, you can always finish it manually when you want to by clicking the Finish button.

If a deadline is reached while some respondents are still working on completing the study, these respondents will be allowed to finish up.

Can I reopen a finished study?

Once a study has been finished, there is no way to reopen it. Therefore, be careful about setting your finishing conditions or finishing the study manually, so that you're absolutely sure you don't want to collect any more data in the same study afterwards.

If you want to repeat the same study like one you did in the past, you can opt to clone the study project. You can either tweak it or leave it as is, before you launch the project as a new study. (Clone can be done either from the dashboard or from the dropdown in the upper right corner).