{"id":1002,"date":"2025-10-23T08:06:18","date_gmt":"2025-10-23T08:06:18","guid":{"rendered":"http:\/\/localhost:8091\/planning-a-study-interview-guide\/step-1-general\/"},"modified":"2025-10-23T08:06:18","modified_gmt":"2025-10-23T08:06:18","slug":"study-setup","status":"publish","type":"page","link":"https:\/\/www.uxtweak.com\/help\/study-interview-planning\/study-setup\/","title":{"rendered":"What is done in the setup of a study?"},"content":{"rendered":"\n<p class=\"text-block\">This section covers how to set up the study bound to your Study Interview:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Creating a Study Interview<\/li>\n\n\n\n<li>Differences compared to the unmoderated setup<\/li>\n\n\n\n<li>Setups of specific study types<\/li>\n<\/ul>\n\n\n<h2 id=\"creating-a-study-interview\" class=\"heading-block\" tabindex=\"0\">Creating a Study Interview<a class=\"copy-link\" title=\"Copy link\" data-id=\"creating-a-study-interview\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">You can create a Study Interview in two main ways:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>Click on&nbsp;<strong>any available study type in the left menu<\/strong>&nbsp;on your dashboard, create a new study, and select the&nbsp;<strong>moderated study option<\/strong>.<\/li>\n\n\n\n<li>Click on the&nbsp;<strong>Study Interview option in your menu<\/strong>, create a new Study Interview, and&nbsp;<strong>select any of the available study types<\/strong>&nbsp;in the popup.<\/li>\n<\/ul>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/1.png\" alt=\"Creating interview from study\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Creating interview from study<\/h4>\n                                                    <p>Click on any available study type and select the moderated study option when creating a new study.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    \n\n    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/2.png\" alt=\"Creating a new Study Interview\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Creating a new Study Interview<\/h4>\n                                                    <p>Navigate via the Study Interview option in the menu of studies to create a new interview.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    \n\n    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/05\/3.png\" alt=\"Selecting the study type\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Selecting the study type<\/h4>\n                                                    <p>After creating a new Study Interview, you will need to select which study type you want to include in your interview.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"differences-compared-to-the-unmoderated-setup\" class=\"heading-block\" tabindex=\"0\">Differences compared to the unmoderated setup<a class=\"copy-link\" title=\"Copy link\" data-id=\"differences-compared-to-the-unmoderated-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">There are some slight changes in the setup of a moderated version of a study compared to the unmoderated.<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>There is&nbsp;<strong>no recruit tab<\/strong> since the whole recruiting is set up in the&nbsp;<a href=\"\/help\/study-interview-planning\/participants-step\">Participants step of planning<\/a>.<\/li>\n\n\n\n<li><strong>Privacy consent<\/strong>&nbsp;and&nbsp;<strong>Welcome message<\/strong>&nbsp;were moved to the&nbsp;<a href=\"\/help\/study-interview-planning\/booking-step\">Booking step of the planning<\/a> because they are being displayed to the participants&nbsp;<strong>as they are registering<\/strong>&nbsp;for the interview.<\/li>\n\n\n\n<li><strong>Custom screening questions<\/strong>&nbsp;were moved to the&nbsp;<a href=\"\/help\/study-interview-planning\/participants-step\">Participants step of planning<\/a>&nbsp;to keep all recruiting-related setups in one place.<\/li>\n<\/ul>\n\n\n<h3 id=\"ai-powered-video-insights\" class=\"heading-block\" tabindex=\"0\">AI-powered video insights<a class=\"copy-link\" title=\"Copy link\" data-id=\"ai-powered-video-insights\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h3>\n\n\n<ul class=\"bullet-list\">\n<li>In moderated studies, you can opt in to <strong>AI-based summaries and outlines<\/strong> that are available directly in the recording player.<\/li>\n\n\n\n<li>You can choose the language in which the AI generates its output.<\/li>\n<\/ul>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2025\/10\/Screenshot-2025-10-13-at-3.01.58-PM.png\" alt=\"AI-powered video insights\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>AI-powered video insights<\/h4>\n                                                    <p>Opt in to AI-based summaries and outlines, and choose the AI language.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"setups-of-specific-study-types\" class=\"heading-block\" tabindex=\"0\">Setups of specific study types<a class=\"copy-link\" title=\"Copy link\" data-id=\"setups-of-specific-study-types\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">Each study type has different intricacies in the setup process. Use the links below to see in detail how to set up each study type:<\/p>\n\n\n<h2 id=\"card-sorting-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/card-sorting-setup\/\">Card Sorting setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"card-sorting-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n<h2 id=\"tree-testing-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/tree-testing-setup\/\">Tree Testing setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"tree-testing-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n<h2 id=\"preference-test-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/preference-test-setup\/\">Preference Test setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"preference-test-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n<h2 id=\"five-second-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/five-second-test-setup\/\">Five Second setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"five-second-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n<h2 id=\"survey-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/survey-setup\/\">Survey setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"survey-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n<h2 id=\"first-click-test-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/first-click-setup\/\">First Click Test setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"first-click-test-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n<h2 id=\"prototype-testing-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/prototype-testing-setup\/\">Prototype Testing setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"prototype-testing-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n<h2 id=\"website-testing-setup-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/website-testing-setup\/\">Website Testing setup setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"website-testing-setup-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n<h2 id=\"mobile-app-testing-setup\" class=\"heading-block\" tabindex=\"0\"><a href=\"\/help\/mobile-testing-setup\/\">Mobile App Testing setup<\/a><a class=\"copy-link\" title=\"Copy link\" data-id=\"mobile-app-testing-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>","protected":false},"excerpt":{"rendered":"<p>This section covers how to set up the study bound to your Study Interview: You can create a Study Interview in two main ways: There are some slight changes in the setup of a moderated version of a study compared to the unmoderated. Each study type has different intricacies in the setup process. Use the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":863,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-1002","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/1002","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/comments?post=1002"}],"version-history":[{"count":15,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/1002\/revisions"}],"predecessor-version":[{"id":3215,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/1002\/revisions\/3215"}],"up":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/863"}],"wp:attachment":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/media?parent=1002"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/categories?post=1002"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/tags?post=1002"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}