Study creation & Analytics
Overview
Conducting UX research is an essential step in gathering insights into user behaviour, preferences, and expectations to create products and services that meet their needs and stand out in a crowded market. In this article, we will guide you through the process of creating a study(research) in Qatalyst.
Steps
Step 1: Once you log into your Qatalyst account, you will be directed to the dashboard.
Step 2: Click the “Create Study" button on the dashboard to create a new study.
You can also find the study button on the library page, and the study can be created from there.
Or
You can choose the "Start From Template" option; if you select this option, you will arrive at the template selection page, where you will find a range of templates to start your study. You can choose any template.
Step 3: Once you select the option, you will be redirected to the study's home page, which you can customize and use as a welcome page for your study.
Step 4: On the welcome page, you can change the layout of the page and the text description.
Tip💡: On the welcome page, you can add some text to welcome the respondents, the purpose of the research, what they can expect from the study, incentive information etc.
Step 5: To add blocks Click on the "+" button from the left navigation panel.
In the block section, you can add the followings:
- Survey Blocks: use these blocks to create questions around your UX research.
- UX Blocks: these blocks can be used to test your UX concepts, like your product design, prototype or website. Performs different tests like A/B testing, 5-second test etc.
Step 6: Once you select any block type, the block will be added, and you can customize the block and its different properties.
Bonus Point🪄: we have an auto-save option available for all the blocks, so every change made by you will be automatically saved.
You can add multiple blocks in a study, and the same block can be added multiple times depending on your requirements.
Step 7: Prior to publishing the study, we recommend that you preview it by clicking on the "Preview" button located at the top-right corner of the page. This action will enable you to have an exact view of what respondents will experience while taking the test.
Step 8: Click on the publish button to make the study live.
Step 9: Once you publish the study, you will be automatically directed to the share tab, from where you can share the study with the respondents.
Overview
The Library section in Qatalyst is where all your draft, published and closed studies are stored. Use the below steps to access any study on our platform.
Steps
Step 1: Once you log in to your Qatalyst account, you will be directed to the dashboard.
Step 2: Click on the "Library Icon" at the left navigation panel, and you will be taken to the library page. Here you can access all the studies present in your workspace.
Step 3: to open any study, click on the study card.
Actions you can perform in a study from the library:
Deletion: You can delete the studies which are in the draft stage.
Duplication: You can select the study using the checkbox which appears once you hover over the card and duplicate the study.
You can edit the studies which are in the draft stage only. Once a study is closed or published, you cannot make changes to it.
Overview
Once the study is created, it is available in the library. You can launch the study while creating it or later on. In this article, we will guide you through the process of launching a study in Qatalyst:
Steps
Step 1: Once you login into your Qatalyst account, you will be directed to the dashboard.
Step 2: From the navigation panel on the left-hand side, click on the "Library" icon.
Step 3: You will be taken to the library page; here, all the studies are available on the Qatalyst platform. To open the study, click on the study card, and the study will open.
For the unpublished studies, you will find the "Draft" status on their card.
Step 4: Once you open a study, you will arrive on the welcome page. Click on the "Publish" button available at the top right corner of the page, and your study will be published.
Step 5: Once you publish the study, you will be automatically directed to the share tab, from where you can share the study with the respondents.
View Study Results
Overview
The Result tab on the study page provides complete data for the responses of the respondents, analytics for their emotions and mouse movement based on the technology selected. For all the blocks added to a study, we have a dedicated page where you can view the detailed analytics of the question/task response.
Steps
Here are the steps for accessing the result of your study:
Step 1: Once you log in to the decode platform, you will arrive on the dashboard. From the navigation panel on the left-hand side, click on the "Library" icon.
Step 2: After you have clicked on the library option, you will arrive at the home screen of the library. On this page, you will be able to see a repository of all the studies conducted.
Step 3: To view details and insights of the study, click on a study card.
Step 4: Go to the result tab from the navigation panel at the top of the page to view the results for blocks.
You will be able to view the result only when your study is active or closed, and respondents have taken the test.
Step 5: On the result page, you will also be able to view question-wise analytics for all the blocks added.
For the questions in the "Survey" section, you will find different types of graphs, and for the questions in the Moderated, unmoderated and task based research section, you will find analytics data and charts for understanding the respondent's emotions.
Graph type for different question blocks:
- Survey Blocks:
- Paragraph - Word Cloud along with the actual responses from the testers.
- Short answer - Word Cloud along with the actual responses from the testers.
- Checkbox - Horizontal Bar Chart
- Dropdown - Horizontal Bar Chart
- MCQ - Horizontal Bar Chart
- Thumbs-up/down - Pie Chart
- Linear scale - Column Chart
- Smiley Rating - Column Chart
- Star Rating - Column Chart
Step 6: You can navigate to different questions from the navigation panel and view the results for the question block.
Step 7: You can also apply filters to view the responses of a particular set of respondents. To access the filter, click on the "Testers" icon on the top right corner of the page; here, you will find all the respondents' IDs; you can select the respondents by selecting the checkboxes.
Overview
If the study is at the draft stage, you can edit, delete or update it before publishing. In this article, we will guide you through the steps of deleting a question block in a study.
Steps
Step 1: Open the study for which you want to delete the question block/s. To access the study, you can navigate to the Qatalyst library.
Step 2: Once you open the study, you will be landed on its create page; here, you will find all the blocks added to the study on the left navigation panel.
Step 3: To delete a block, click on the block icon and open it from the left navigation panel. Then click on the three dots available at the top-right corner of the block screen.
Step 4: Please select the "delete" option from the list of available choices. Once selected, a confirmation pop-up will appear on your screen. If you wish to proceed with deleting the block, please choose the "delete" option again. Alternatively, you may select the "cancel" option to undo the action and keep the block as is.
Setting Up 3rd Party Panel Integration in Qatalyst
Follow these steps to integrate Qatalyst with a 3rd party panel provider:
Log in to Your Qatalyst Account: Access your Qatalyst account using your credentials.
Navigate to the Audience Section: Open the study for which you want to establish panel integration and navigate to the audience section.
Fill in the details: On the Audience page, fill in the important details:
- Panel Name: Give your panel a name to easily identify it.
- Panel: Select the 3rd party panel provider you want to integrate with (e.g., Dynata, Cint, or P2P). For now, only Dynata is available.
- Panel Category: Choose the appropriate category for your test.
- No. of Completes: Specify the desired number of completed survey responses.
- Estimated Length of Interview: Indicate the expected duration of the test.
- Field Days: Define the period during which your survey will be active.
- Device: Select the preferred device type for test participation.
- Personal information: Depending on your needs, you can further customize your survey audience by applying specific targeting options provided by the panel provider.
Save your Panel: Once you have filled in the details, save the panel.
Check Feasibility:
- After successfully saving the panel, you can also assess the estimated cost of your survey by clicking on the "Check Feasibility" button.
- This will provide you with the cost estimation based on factors such as the region, the number of respondents, and other relevant parameters.
Launch Your Survey: Once everything is set up, you're ready to launch your survey and start collecting valuable data from a broader audience.
Overview
Once the study is created, it is available in the library. You can share the study while creating it or later on. In this article, we will guide you through the process of sharing a study and the various methods using which you can share:
Steps
Step 1: Once you log into your Qatalyst account, you will be directed to the dashboard.
Step 2: From the navigation panel on the left-hand side, click on the "Library" icon.
Step 3: You will be taken to the library page; here, all the studies are available on the Qatalyst platform. To open the study, click on the study card, and the study will open.
Step 4: Navigate to the share tab from the top navigation bar. Here you will find different options for sharing a study.
Link share:
Qatalyst allows you to share the study through a unique link. You can generate a link to the study and share it with your colleagues or stakeholders via email or instant messaging platforms.
Social share:
You can share the study on social media platforms like LinkedIn, Twitter, and Facebook directly from Qatalyst. This can help you reach a wider audience and gather feedback from a diverse group of people.
When you click on the Social Share button, you will find the form on the left-hand side and the preview of the post after being posted on the right-hand side. For your ease, we pre-populate the content to be posted. You can always change the title, tweet text and description of the post.
Mail share:
You can also share the study through email directly from Qatalyst. This can be a convenient option if you want to share the study with a specific group of people or stakeholders.
QR share:
Qatalyst also allows you to generate a QR code for the study. You can share the QR code with your participants, and they can scan it to access the study directly.
Share with Panel
This option allows you to share the test with the panel that you have created in the Qatalyst platform.
Upon selecting this option, a list of users who have been added to your panel will be displayed. You have the flexibility to choose specific individuals or even select all of them.
After selecting the users click on the "Compose and Send" button, and a pop-up will appear where you can customize the email template too. Once you've fine-tuned the message to your satisfaction, click the "Send" button, and the email will be promptly dispatched to the chosen recipients.
To learn more about panel management click here!
What is a context screen?
A context screen refers to a specific page that provides background information, instructions, or context to respondents before they begin responding to the questions in the study. The purpose of a context screen is to set the stage, establish the necessary framework, and provide relevant details or instructions that help respondents understand the context and purpose of the research.
How to add a context screen in Qatalyst
Our platform allows you to effortlessly incorporate a context screen before any question block within your study. You can add text as well as images to it and craft a comprehensive and visually engaging context screen.
Step 1: Create a study from scratch or use a template by clicking on the buttons on the dashboard.
Step 2: You will arrive on the welcome page of the study. Use the "+" icon on the left navigation to add blocks.
Step 3: To add a context screen, click on the "+" icon and from the add new block screen select the "Context Screen' option.
Step 4: Once you select the option, a block for the context screen will be added to the study. You can provide instruction/context of the block using this.
This block will appear as an added screen in the study.
In Qatalyst we offer a range of predefined structures and formats that can be easily customized to suit specific research objectives. These templates often include pre-built components such as questionnaires, task flows, and UX tests. By leveraging these templates, you can save time and effort in setting up your studies and focus on the core research tasks.
How to use a template?
To use a template for creating your research, follow the below-mentioned steps:
Step 1: Once you login into your Qatalyst account, you will be directed to the dashboard.
Step 2: Click on the "Study Templates" button on the dashboard and you will arrive at the template selection page, where you will find a range of templates to start your study.
Step 3: To choose a template, all you need to do is click on the template card. A convenient pop-up will then appear on your screen, providing you with comprehensive details about the template. These details include the number of blocks available, the type of blocks included, and the technology employed in the template.
Step 4: Click on the "Use this Template" button to enter the study creation page, you have the freedom to customize the template according to your unique requirements, enabling you to effortlessly tailor it to your desired specifications.
Overview
Qatalyst offers users the ability to generate reports that provide a clear and concise representation of the result and analytics of the study created. These reports are designed to be shareable, allowing users to effectively communicate their insights with stakeholders or anyone using the shareable URL.
Moreover, confidentiality is a top priority when it comes to sensitive data. We recognize this need and provide the option to password-protect your reports.
In this step-by-step guide, we will walk you through the process of generating shareable reports in Qatalyst.
Steps
Step 1: Once you log in to the decode platform, you will arrive on the dashboard. From the navigation panel on the left-hand side, click on the "Library" icon.
Step 2: After you have clicked on the library option, you will arrive at the home screen of the library. On this page, you will be able to see a repository of all the studies conducted.
Step 3: To view details and insights of the study, click on a study card.
Step 4: Go to the Report tab from the navigation panel at the top of the page and access the Reports.
On this page, you will find the link for accessing the report. You can either view the report from the same page or copy the link and view the report.
Step 5: You can also password-protect your Reports by clicking on the "Lock" icon next to the report link.
Once you click on the button, another field will be added for adding the password. Add the password and click on the save icon(✔️).
Note: You can only add alphabets in the password, and the minimum character limit is 3.
Overview
Collaboration is a fundamental aspect of conducting thorough and impactful research. With our platform, adding collaborators to your study is a seamless process that promotes teamwork and enhances the efficiency of your research endeavours. In this article, we will provide you with a step-by-step overview of how to add collaborators to your study, allowing you to work together and leverage diverse perspectives.
Steps
Step 1: Open the study for which you want to add collaborators; you can access the study from the library or from the dashboard.
Step 2: Once you have the study open, navigate to the top right corner of the page, where you will find the "Collaborate" button. Clicking on this button will initiate the process of adding collaborators to your study.
Step 3: Upon clicking the "Collaborate" button, a form will appear, prompting you to provide the email addresses of the users you wish to invite as collaborators. Additionally, you will need to specify the roles assigned to these users. Our platform offers two distinct roles for collaborators:
- Editor: Users assigned the role of an editor possess the ability to edit the study if it is in the draft stage. If the study is active, editors can create insights, publish the study, delete blocks, and contribute to the research process. However, note that editors still cannot delete the entire study itself, ensuring the integrity of your project.
- Viewer: Users assigned the role of a viewer have access to view the study and its contents. They can explore the research findings and insights but do not have editing or publishing capabilities. Viewers provide valuable perspectives and observations without directly altering the study's configuration.
Step 4: Once you invite the users, they will receive an email invitation to join the workspace as a collaborator. They can sign up using the Link.
Step 5: Once the collaborator has joined the workspace and opened the study, you will be able to see them in the study in the top bar as well as on the blocks which they have currently opened.
Qatalyst tests offer unparalleled compatibility, ensuring a seamless experience across all devices (mobile, laptop, tablets). Once you receive the test link, you can effortlessly access it on any web browser, regardless of the device you're using.
Here's a guide to get started:
Step 1: Simply click on the test link or copy-paste it into your browser's address bar.
Step 2: You'll be prompted to agree to our Privacy Policy. Take a moment to review them by clicking on the respective links. Once you're ready, click on the "Get Started" button to proceed.
Step 6: Now, the test questions will be presented to you, and you can proceed with the assessment.
For the blocks with EYE TRACKING or FACIAL CODING Technologies enabled
Step 3: Upon starting the test, you'll be requested to enable your camera. Please be assured that your camera will only be used for UX blocks involving facial coding or eye-tracking technology. For other sections of the test, your camera will not capture any data.
Step 4: To ensure accurate results, we'll guide you through a facial calibration stage. Simply follow the instructions and keep your head positioned at the centre of the provided box.
Step 5: If the test incorporates eye tracking, a 13-second eye calibration stage will follow. This step is essential to calibrate your eye movements, enabling us to provide precise insights for eye tracking.
How to successfully complete calibration: Follow the dot as it moves around the screen, and do not move your head.
Step 7(Only applicable for website testing and prototype testing with screen share): After successful calibration, you will be asked to share your screen, select the "Entire Screen" option for best experience and proceed to take the test.
With this user-friendly process, you can expect a smooth and reliable testing experience. Embrace the convenience of Qatalyst tests and embark on a journey of insightful discoveries. Happy testing!
Overview
The Library section in Qatalyst is where all your draft, published and closed studies are stored. From this page, you can delete the studies. Use the below steps for deleting studies in Qatalyst.
Note that you can only delete the studies which are in the draft stage.
Steps
Step 1: Once you log in to your Qatalyst account, you will be directed to the dashboard.
Step 2: Click on the "Library Icon" at the left navigation panel, and you will be taken to the library page. Here you can access all the studies present in your workspace.
Step 3: To delete a study, simply hover over the study card, and a checkbox will appear on it, select the card by checking the checkbox. You can select multiple cards in this way.
Step 4: Once you have selected the card, click on the icon button present at the bottom bar of the page, and your studies will be deleted.
Qatalyst tests offer unparalleled compatibility, ensuring a seamless experience across all devices (mobile, laptop, tablets). Once you receive the test link, you can effortlessly access it on any web browser, regardless of the device you're using. In this tutorial, we will guide you on how you can take a test.
Step 1: Simply click on the test link or copy-paste it into your browser's address bar.
Step 2: You'll be prompted to agree to our Privacy Policy. Take a moment to review them by clicking on the respective links. Once you're ready, click on the "Get Started" button to proceed.
Step 3: Upon starting the test, you'll be requested to enable your camera. Please be assured that your camera will only be used for UX blocks involving facial coding or eye-tracking technology. For other sections of the test, your camera will not capture any data.
Step 4: To ensure accurate results, we'll guide you through a facial calibration stage. Simply follow the instructions and keep your head positioned at the centre of the provided box.
Step 5: If the test incorporates eye tracking, a 13-second eye calibration stage will follow. This step is essential to calibrate your eye movements, enabling us to provide precise insights for eye tracking.
Step 6: Once your calibration is complete, the test questions will be presented to you, and you can proceed with the assessment. With this user-friendly process, you can expect a smooth and reliable testing experience. Embrace the convenience of Qatalyst tests and embark on a journey of insightful discoveries.
Overview
The insights feature in Qatalyst is a powerful tool that allows you to gather and organize your findings from the research in a clear and concise manner. With insights, you can create webpages that include text, images, and tables that highlight their key findings and observations. In this article, we will guide you through the process of creating and sharing highlights.
Steps
Step 1: Once you log into your Qatalyst account, you will be directed to the dashboard.
Step 2: From the navigation panel on the left-hand side, click on the "Library" icon.
Step 3: You will be taken to the library page; here, all the studies are available on the Qatalyst platform. To open the study, click on the study card, and the study will open.
Step 4: Navigate to the Insights tab from the top navigation bar.
Adding Insights
Step 5: You can update the following information:
- Title: give a title to your insight by adding text to the "Untitled Insight" placeholder.
- Cover image: This image will reflect at the top of the insight to make it more catchy. You can choose a background colour, a background image from the picture library, image from your local gallery.
- / Command: Using this command, you can add different styles of text, tables, lists, dividers etc.
Step 6: you will find a "preview" and "share" button adjacent to the highlight page. You can preview the insights before sharing to make sure everything is looking fine and then share the study with the decode and non-decode users using the share button.
When you click on the share button, you will get a URL for sharing the insight.
Step 7: Before sharing the insights, make sure the insight is published. To publish a particular insight, click on the "Three Dots" and then toggle the publish button.
Step 8: Once the insight is published, you can share it with anyone. When the user uses the URL to access the insight page, this is how the page will look like.
Ready to conduct a live mobile app test using Qatalyst? It's a breeze! Follow the easy steps below after installing the Qatalyst app from the Play Store for a smooth and reliable testing experience.
Qatalyst app URL: Playstore URL
Once you have the app installed, you can follow the below steps to take the test.
Step 1: Test Link Submission
Upon launching the Qatalyst app, you will be greeted by the first screen. Paste the provided test URL into the designated prompt and click the launch test button or scan the QR code to initiate the testing process.
Step 2: Privacy Policy Agreement
Before delving into the test, take a moment to read and agree to the privacy policy. This step ensures that all parties involved are on the same page regarding data protection and usage.
Step 3: Test Instructions
Pay close attention to the instructions provided before starting the test. These guidelines are crucial for a successful testing experience. When you feel ready, proceed to the next stage.
Step 4: Face Calibration
For accurate emotional insights, the face calibration stage requires you to position your face at the centre of the green box. This step ensures that Qatalyst can precisely analyze your facial features.
Step 5: Eye-Tracking Calibration
In cases where eye tracking is incorporated into the test, a 13-second eye calibration stage follows the face calibration. This step is essential for calibrating your eye movements, enabling Qatalyst to provide precise insights regarding eye tracking.
Step 6: Test Assessment
Once the calibration process is complete, the test questions will be presented, allowing you to proceed with the assessment. Qatalyst's user-friendly interface ensures that you can navigate through the test effortlessly, making the entire process convenient and efficient.
In Qatalyst, we understand that the research landscape is constantly evolving, and you may need to make adjustments to your studies even after they have been published. We've streamlined the process for you, allowing you to modify studies effortlessly. This guide will walk you through the steps of editing studies with or without responses.
Step 1: Open the Study
To begin, navigate to the study in which you wish to make changes from the library section.
Step 2: Click on the Edit Button
Once you have opened the study, locate the edit button in the top right corner of the screen. This button serves as your gateway to refining and updating your study.
Step 3: Editing Studies
You can make the following modifications to your studies if it has some responses or no responses:
- Modify Title and Description: Adjust the title and description of the task instruction to better align with your refined study objectives.
- Add Blocks: Customize the structure of your study by adding blocks to enhance its effectiveness.
- Hide Block: If you do not want some blocks to be visible to respondents, you can hide them.
- Edit Task Instruction: Refine the task instructions to provide clearer guidance to respondents.
Step 4: Publish the Updated Study
Once you have made the necessary changes, simply publish the study. The modifications will be applied, and respondents will see the updated content as they engage with the study. This seamless process allows you to keep your studies relevant and responsive to your research needs.
At Qatalyst, we believe in empowering researchers with the tools they need to adapt and refine their studies easily. If you have any further questions or encounter any challenges, please refer to our comprehensive support resources or reach out to our dedicated support team for assistance. Happy editing!
Invitation Process
Once you've been invited to a session, watch out for an email notification. Your invitation will contain all the vital details, including the session link and scheduled time.
Joining the Session
Step 1: Accessing the Session Link: Click on the provided session link to initiate the joining process. Our sessions are accessible 15 minutes before the scheduled start time.
Step 2: Entering the Session Page: Upon clicking the link, you'll be directed to the session page. Here, enter the email address associated with your invitation and your name. This information will be displayed once you enter the session.
Joining Process
Participant: Once you click "Join," you'll enter a waiting room. The session moderator will admit you into the session shortly. Moderator and Observer: Moderators and observers are granted direct access to the session upon clicking "Join."
Permissions in the Meeting
1. Moderator
- Mute/unmute
- Camera on/off
- Screen share
- Changing mic and camera access settings.
- End call
- End call for all and disable future joins.
2. Participant
- Mute/unmute
- Camera on/off
- Screen share
- Leave the session
3. Observer
- Leave the session
Tips for an Optimal Session Experience💡
- Equipment Check: Before the session, ensure your microphone, camera, and internet connection function properly.
- Timely Arrival: The session link opens up 15 minutes before the scheduled meeting. Join the session a few minutes ahead of schedule to mitigate any technical glitches and be prepared for the session's commencement.
- Accidental Drop off: If you get dropped out of the session, kindly rejoin using the same link and steps.
- Respectful Participation: Adhere to session etiquette, such as muting yourself when not speaking and refraining from interrupting others.
Table of contents
How to create a UX research in Qatalyst?
Overview
Conducting UX research is an essential step in gathering insights into user behaviour, preferences, and expectations to create products and services that meet their needs and stand out in a crowded market. In this article, we will guide you through the process of creating a study(research) in Qatalyst.
Steps
Step 1: Once you log into your Qatalyst account, you will be directed to the dashboard.
Step 2: Click the “Create Study" button on the dashboard to create a new study.
You can also find the study button on the library page, and the study can be created from there.
Or
You can choose the "Start From Template" option; if you select this option, you will arrive at the template selection page, where you will find a range of templates to start your study. You can choose any template.
Step 3: Once you select the option, you will be redirected to the study's home page, which you can customize and use as a welcome page for your study.
Step 4: On the welcome page, you can change the layout of the page and the text description.
Tip💡: On the welcome page, you can add some text to welcome the respondents, the purpose of the research, what they can expect from the study, incentive information etc.
Step 5: To add blocks Click on the "+" button from the left navigation panel.
In the block section, you can add the followings:
- Survey Blocks: use these blocks to create questions around your UX research.
- UX Blocks: these blocks can be used to test your UX concepts, like your product design, prototype or website. Performs different tests like A/B testing, 5-second test etc.
Step 6: Once you select any block type, the block will be added, and you can customize the block and its different properties.
Bonus Point🪄: we have an auto-save option available for all the blocks, so every change made by you will be automatically saved.
You can add multiple blocks in a study, and the same block can be added multiple times depending on your requirements.
Step 7: Prior to publishing the study, we recommend that you preview it by clicking on the "Preview" button located at the top-right corner of the page. This action will enable you to have an exact view of what respondents will experience while taking the test.
Step 8: Click on the publish button to make the study live.
Step 9: Once you publish the study, you will be automatically directed to the share tab, from where you can share the study with the respondents.
How to access studies?
In today's digital age, where consumers have an abundance of choices at their fingertips, user experience (UX) research has become more critical than ever. UX research provides businesses with the necessary insights into user behaviour, preferences, and expectations to create products and services that meet their needs and stand out in a crowded market.
Traditionally, UX design relied on intuition and guesswork. However, this approach often resulted in products that failed to resonate with users. As technology has advanced, so has the need for UX research to provide a more systematic and data-driven approach to product design.
What is UX research?
User experience research (UX research) is the study of discovering what end users of a system or product need and want and then putting those revelations to use to improve the design process for goods, services, or software. The goal of UX research is to improve the usability, accessibility, and overall user satisfaction of a product or service.
UX research methods can vary depending on the goals, budget, and timeline of a project, but some common techniques include user interviews, surveys, usability testing, A/B testing, and analytics analysis. Through these methods, UX researchers aim to uncover insights about users' goals, pain points, motivations, and behaviours to inform design decisions and improve the user experience.
Overall, UX research plays a critical role in ensuring that products and services are designed with the user in mind, resulting in more intuitive, usable, and satisfying experiences.
The goal of UX research
The goal of UX research is to make products that people love to use. We want to create something that's useful, easy to use, and enjoyable. When we listen to what people want, we can make better products that people will want to use again and again.
UX research focuses on exploring users' behaviour, needs, preferences, and attitudes towards the product or service. This understanding is crucial for creating user-centred products that meet users' expectations and needs.
- Effective Design: UX research helps designers and developers understand the needs, preferences, and behaviours of their target users. By gaining this understanding, designers can create products that better meet the needs and expectations of users. The ultimate goal is to create a product that feels tailored to the user's specific needs, leading to increased user satisfaction and engagement.
- Ease of Use: The goal of UX research is to create designs that are easy and pleasurable to use. UX research can help identify usability issues and pain points that users may experience while using a product. This information can be used to make design decisions that improve the user experience and make it more enjoyable. The goal is to create a product that users find easy to use and that provides a positive emotional experience.
- Return on Investment: UX research aims to understand the return on investment (ROI) of your user experience (UX) design. UX research can help measure the effectiveness of UX design and how it impacts business metrics, such as revenue, customer retention, and engagement. By understanding the ROI of UX design, businesses can justify investing in UX research and design to create products that meet user needs and improve business outcomes. The ultimate goal is to create a product that not only meets user needs but also benefits the business.
Why is UX research important?
UX research is essential for a variety of reasons, including:
- Understanding User Needs: UX research helps designers understand the needs and expectations of their users. This helps them design more useful, usable, and satisfying products for the users.
- Improving User Satisfaction: By conducting UX research, designers can identify pain points and areas of frustration for users and then work to improve these areas. This can result in higher user satisfaction and increased loyalty.
- Reducing Development Costs: UX research can help identify potential problems early in the design process before development begins. This can save time and money in the long run by avoiding costly redesigns and rework.
- Improving Product Adoption: UX research can help designers identify factors preventing users from adopting their product, such as confusing navigation or a lack of relevant features. By addressing these issues, designers can increase their product adoption rates and usage.
- Increasing Competitiveness: In today's crowded marketplace, companies that invest in UX research and design are more likely to succeed. By creating products that meet the needs of their users, companies can differentiate themselves from their competitors and stand out in the marketplace.
Overall, UX research is crucial for creating more user-centred, efficient, and effective products. It helps designers make informed decisions based on user needs and feedback, which can lead to more successful products in the marketplace.
How to launch/publish a study?
Overview
Once the study is created, it is available in the library. You can launch the study while creating it or later on. In this article, we will guide you through the process of launching a study in Qatalyst:
Steps
Step 1: Once you login into your Qatalyst account, you will be directed to the dashboard.
Step 2: From the navigation panel on the left-hand side, click on the "Library" icon.
Step 3: You will be taken to the library page; here, all the studies are available on the Qatalyst platform. To open the study, click on the study card, and the study will open.
For the unpublished studies, you will find the "Draft" status on their card.
Step 4: Once you open a study, you will arrive on the welcome page. Click on the "Publish" button available at the top right corner of the page, and your study will be published.
Step 5: Once you publish the study, you will be automatically directed to the share tab, from where you can share the study with the respondents.
View Study Results
View Study Results
Overview
The Result tab on the study page provides complete data for the responses of the respondents, analytics for their emotions and mouse movement based on the technology selected. For all the blocks added to a study, we have a dedicated page where you can view the detailed analytics of the question/task response.
Steps
Here are the steps for accessing the result of your study:
Step 1: Once you log in to the decode platform, you will arrive on the dashboard. From the navigation panel on the left-hand side, click on the "Library" icon.
Step 2: After you have clicked on the library option, you will arrive at the home screen of the library. On this page, you will be able to see a repository of all the studies conducted.
Step 3: To view details and insights of the study, click on a study card.
Step 4: Go to the result tab from the navigation panel at the top of the page to view the results for blocks.
You will be able to view the result only when your study is active or closed, and respondents have taken the test.
Step 5: On the result page, you will also be able to view question-wise analytics for all the blocks added.
For the questions in the "Survey" section, you will find different types of graphs, and for the questions in the Moderated, unmoderated and task based research section, you will find analytics data and charts for understanding the respondent's emotions.
Graph type for different question blocks:
- Survey Blocks:
- Paragraph - Word Cloud along with the actual responses from the testers.
- Short answer - Word Cloud along with the actual responses from the testers.
- Checkbox - Horizontal Bar Chart
- Dropdown - Horizontal Bar Chart
- MCQ - Horizontal Bar Chart
- Thumbs-up/down - Pie Chart
- Linear scale - Column Chart
- Smiley Rating - Column Chart
- Star Rating - Column Chart
Step 6: You can navigate to different questions from the navigation panel and view the results for the question block.
Step 7: You can also apply filters to view the responses of a particular set of respondents. To access the filter, click on the "Testers" icon on the top right corner of the page; here, you will find all the respondents' IDs; you can select the respondents by selecting the checkboxes.
How to delete a block?
Overview
If the study is at the draft stage, you can edit, delete or update it before publishing. In this article, we will guide you through the steps of deleting a question block in a study.
Steps
Step 1: Open the study for which you want to delete the question block/s. To access the study, you can navigate to the Qatalyst library.
Step 2: Once you open the study, you will be landed on its create page; here, you will find all the blocks added to the study on the left navigation panel.
Step 3: To delete a block, click on the block icon and open it from the left navigation panel. Then click on the three dots available at the top-right corner of the block screen.
Step 4: Please select the "delete" option from the list of available choices. Once selected, a confirmation pop-up will appear on your screen. If you wish to proceed with deleting the block, please choose the "delete" option again. Alternatively, you may select the "cancel" option to undo the action and keep the block as is.
How to Setup 3rd party Panel Integration in Qatalyst?
Setting Up 3rd Party Panel Integration in Qatalyst
Follow these steps to integrate Qatalyst with a 3rd party panel provider:
Log in to Your Qatalyst Account: Access your Qatalyst account using your credentials.
Navigate to the Audience Section: Open the study for which you want to establish panel integration and navigate to the audience section.
Fill in the details: On the Audience page, fill in the important details:
- Panel Name: Give your panel a name to easily identify it.
- Panel: Select the 3rd party panel provider you want to integrate with (e.g., Dynata, Cint, or P2P). For now, only Dynata is available.
- Panel Category: Choose the appropriate category for your test.
- No. of Completes: Specify the desired number of completed survey responses.
- Estimated Length of Interview: Indicate the expected duration of the test.
- Field Days: Define the period during which your survey will be active.
- Device: Select the preferred device type for test participation.
- Personal information: Depending on your needs, you can further customize your survey audience by applying specific targeting options provided by the panel provider.
Save your Panel: Once you have filled in the details, save the panel.
Check Feasibility:
- After successfully saving the panel, you can also assess the estimated cost of your survey by clicking on the "Check Feasibility" button.
- This will provide you with the cost estimation based on factors such as the region, the number of respondents, and other relevant parameters.
Launch Your Survey: Once everything is set up, you're ready to launch your survey and start collecting valuable data from a broader audience.
Share a study in Qatalyst
Overview
Once the study is created, it is available in the library. You can share the study while creating it or later on. In this article, we will guide you through the process of sharing a study and the various methods using which you can share:
Steps
Step 1: Once you log into your Qatalyst account, you will be directed to the dashboard.
Step 2: From the navigation panel on the left-hand side, click on the "Library" icon.
Step 3: You will be taken to the library page; here, all the studies are available on the Qatalyst platform. To open the study, click on the study card, and the study will open.
Step 4: Navigate to the share tab from the top navigation bar. Here you will find different options for sharing a study.
Link share:
Qatalyst allows you to share the study through a unique link. You can generate a link to the study and share it with your colleagues or stakeholders via email or instant messaging platforms.
Social share:
You can share the study on social media platforms like LinkedIn, Twitter, and Facebook directly from Qatalyst. This can help you reach a wider audience and gather feedback from a diverse group of people.
When you click on the Social Share button, you will find the form on the left-hand side and the preview of the post after being posted on the right-hand side. For your ease, we pre-populate the content to be posted. You can always change the title, tweet text and description of the post.
Mail share:
You can also share the study through email directly from Qatalyst. This can be a convenient option if you want to share the study with a specific group of people or stakeholders.
QR share:
Qatalyst also allows you to generate a QR code for the study. You can share the QR code with your participants, and they can scan it to access the study directly.
Share with Panel
This option allows you to share the test with the panel that you have created in the Qatalyst platform.
Upon selecting this option, a list of users who have been added to your panel will be displayed. You have the flexibility to choose specific individuals or even select all of them.
After selecting the users click on the "Compose and Send" button, and a pop-up will appear where you can customize the email template too. Once you've fine-tuned the message to your satisfaction, click the "Send" button, and the email will be promptly dispatched to the chosen recipients.
To learn more about panel management click here!
Context Screen in the Study
What is a context screen?
A context screen refers to a specific page that provides background information, instructions, or context to respondents before they begin responding to the questions in the study. The purpose of a context screen is to set the stage, establish the necessary framework, and provide relevant details or instructions that help respondents understand the context and purpose of the research.
How to add a context screen in Qatalyst
Our platform allows you to effortlessly incorporate a context screen before any question block within your study. You can add text as well as images to it and craft a comprehensive and visually engaging context screen.
Step 1: Create a study from scratch or use a template by clicking on the buttons on the dashboard.
Step 2: You will arrive on the welcome page of the study. Use the "+" icon on the left navigation to add blocks.
Step 3: To add a context screen, click on the "+" icon and from the add new block screen select the "Context Screen' option.
Step 4: Once you select the option, a block for the context screen will be added to the study. You can provide instruction/context of the block using this.
This block will appear as an added screen in the study.
Template for Study Creation
In Qatalyst we offer a range of predefined structures and formats that can be easily customized to suit specific research objectives. These templates often include pre-built components such as questionnaires, task flows, and UX tests. By leveraging these templates, you can save time and effort in setting up your studies and focus on the core research tasks.
How to use a template?
To use a template for creating your research, follow the below-mentioned steps:
Step 1: Once you login into your Qatalyst account, you will be directed to the dashboard.
Step 2: Click on the "Study Templates" button on the dashboard and you will arrive at the template selection page, where you will find a range of templates to start your study.
Step 3: To choose a template, all you need to do is click on the template card. A convenient pop-up will then appear on your screen, providing you with comprehensive details about the template. These details include the number of blocks available, the type of blocks included, and the technology employed in the template.
Step 4: Click on the "Use this Template" button to enter the study creation page, you have the freedom to customize the template according to your unique requirements, enabling you to effortlessly tailor it to your desired specifications.
Analytics Report Generation
Overview
Qatalyst offers users the ability to generate reports that provide a clear and concise representation of the result and analytics of the study created. These reports are designed to be shareable, allowing users to effectively communicate their insights with stakeholders or anyone using the shareable URL.
Moreover, confidentiality is a top priority when it comes to sensitive data. We recognize this need and provide the option to password-protect your reports.
In this step-by-step guide, we will walk you through the process of generating shareable reports in Qatalyst.
Steps
Step 1: Once you log in to the decode platform, you will arrive on the dashboard. From the navigation panel on the left-hand side, click on the "Library" icon.
Step 2: After you have clicked on the library option, you will arrive at the home screen of the library. On this page, you will be able to see a repository of all the studies conducted.
Step 3: To view details and insights of the study, click on a study card.
Step 4: Go to the Report tab from the navigation panel at the top of the page and access the Reports.
On this page, you will find the link for accessing the report. You can either view the report from the same page or copy the link and view the report.
Step 5: You can also password-protect your Reports by clicking on the "Lock" icon next to the report link.
Once you click on the button, another field will be added for adding the password. Add the password and click on the save icon(✔️).
Note: You can only add alphabets in the password, and the minimum character limit is 3.
Collaboration in studies
How to add collaborators in Study
Overview
Collaboration is a fundamental aspect of conducting thorough and impactful research. With our platform, adding collaborators to your study is a seamless process that promotes teamwork and enhances the efficiency of your research endeavours. In this article, we will provide you with a step-by-step overview of how to add collaborators to your study, allowing you to work together and leverage diverse perspectives.
Steps
Step 1: Open the study for which you want to add collaborators; you can access the study from the library or from the dashboard.
Step 2: Once you have the study open, navigate to the top right corner of the page, where you will find the "Collaborate" button. Clicking on this button will initiate the process of adding collaborators to your study.
Step 3: Upon clicking the "Collaborate" button, a form will appear, prompting you to provide the email addresses of the users you wish to invite as collaborators. Additionally, you will need to specify the roles assigned to these users. Our platform offers two distinct roles for collaborators:
- Editor: Users assigned the role of an editor possess the ability to edit the study if it is in the draft stage. If the study is active, editors can create insights, publish the study, delete blocks, and contribute to the research process. However, note that editors still cannot delete the entire study itself, ensuring the integrity of your project.
- Viewer: Users assigned the role of a viewer have access to view the study and its contents. They can explore the research findings and insights but do not have editing or publishing capabilities. Viewers provide valuable perspectives and observations without directly altering the study's configuration.
Step 4: Once you invite the users, they will receive an email invitation to join the workspace as a collaborator. They can sign up using the Link.
Step 5: Once the collaborator has joined the workspace and opened the study, you will be able to see them in the study in the top bar as well as on the blocks which they have currently opened.
How to take test in Qatalyst?
Qatalyst tests offer unparalleled compatibility, ensuring a seamless experience across all devices (mobile, laptop, tablets). Once you receive the test link, you can effortlessly access it on any web browser, regardless of the device you're using.
Here's a guide to get started:
Step 1: Simply click on the test link or copy-paste it into your browser's address bar.
Step 2: You'll be prompted to agree to our Privacy Policy. Take a moment to review them by clicking on the respective links. Once you're ready, click on the "Get Started" button to proceed.
Step 6: Now, the test questions will be presented to you, and you can proceed with the assessment.
For the blocks with EYE TRACKING or FACIAL CODING Technologies enabled
Step 3: Upon starting the test, you'll be requested to enable your camera. Please be assured that your camera will only be used for UX blocks involving facial coding or eye-tracking technology. For other sections of the test, your camera will not capture any data.
Step 4: To ensure accurate results, we'll guide you through a facial calibration stage. Simply follow the instructions and keep your head positioned at the centre of the provided box.
Step 5: If the test incorporates eye tracking, a 13-second eye calibration stage will follow. This step is essential to calibrate your eye movements, enabling us to provide precise insights for eye tracking.
How to successfully complete calibration: Follow the dot as it moves around the screen, and do not move your head.
Step 7(Only applicable for website testing and prototype testing with screen share): After successful calibration, you will be asked to share your screen, select the "Entire Screen" option for best experience and proceed to take the test.
With this user-friendly process, you can expect a smooth and reliable testing experience. Embrace the convenience of Qatalyst tests and embark on a journey of insightful discoveries. Happy testing!
How to delete a study?
Overview
The Library section in Qatalyst is where all your draft, published and closed studies are stored. From this page, you can delete the studies. Use the below steps for deleting studies in Qatalyst.
Note that you can only delete the studies which are in the draft stage.
Steps
Step 1: Once you log in to your Qatalyst account, you will be directed to the dashboard.
Step 2: Click on the "Library Icon" at the left navigation panel, and you will be taken to the library page. Here you can access all the studies present in your workspace.
Step 3: To delete a study, simply hover over the study card, and a checkbox will appear on it, select the card by checking the checkbox. You can select multiple cards in this way.
Step 4: Once you have selected the card, click on the icon button present at the bottom bar of the page, and your studies will be deleted.
How to take a Qatalyst Test on Mobile?
Qatalyst tests offer unparalleled compatibility, ensuring a seamless experience across all devices (mobile, laptop, tablets). Once you receive the test link, you can effortlessly access it on any web browser, regardless of the device you're using. In this tutorial, we will guide you on how you can take a test.
Step 1: Simply click on the test link or copy-paste it into your browser's address bar.
Step 2: You'll be prompted to agree to our Privacy Policy. Take a moment to review them by clicking on the respective links. Once you're ready, click on the "Get Started" button to proceed.
Step 3: Upon starting the test, you'll be requested to enable your camera. Please be assured that your camera will only be used for UX blocks involving facial coding or eye-tracking technology. For other sections of the test, your camera will not capture any data.
Step 4: To ensure accurate results, we'll guide you through a facial calibration stage. Simply follow the instructions and keep your head positioned at the centre of the provided box.
Step 5: If the test incorporates eye tracking, a 13-second eye calibration stage will follow. This step is essential to calibrate your eye movements, enabling us to provide precise insights for eye tracking.
Step 6: Once your calibration is complete, the test questions will be presented to you, and you can proceed with the assessment. With this user-friendly process, you can expect a smooth and reliable testing experience. Embrace the convenience of Qatalyst tests and embark on a journey of insightful discoveries.
Create and share Insights in Qatalyst
Overview
The insights feature in Qatalyst is a powerful tool that allows you to gather and organize your findings from the research in a clear and concise manner. With insights, you can create webpages that include text, images, and tables that highlight their key findings and observations. In this article, we will guide you through the process of creating and sharing highlights.
Steps
Step 1: Once you log into your Qatalyst account, you will be directed to the dashboard.
Step 2: From the navigation panel on the left-hand side, click on the "Library" icon.
Step 3: You will be taken to the library page; here, all the studies are available on the Qatalyst platform. To open the study, click on the study card, and the study will open.
Step 4: Navigate to the Insights tab from the top navigation bar.
Adding Insights
Step 5: You can update the following information:
- Title: give a title to your insight by adding text to the "Untitled Insight" placeholder.
- Cover image: This image will reflect at the top of the insight to make it more catchy. You can choose a background colour, a background image from the picture library, image from your local gallery.
- / Command: Using this command, you can add different styles of text, tables, lists, dividers etc.
Step 6: you will find a "preview" and "share" button adjacent to the highlight page. You can preview the insights before sharing to make sure everything is looking fine and then share the study with the decode and non-decode users using the share button.
When you click on the share button, you will get a URL for sharing the insight.
Step 7: Before sharing the insights, make sure the insight is published. To publish a particular insight, click on the "Three Dots" and then toggle the publish button.
Step 8: Once the insight is published, you can share it with anyone. When the user uses the URL to access the insight page, this is how the page will look like.
How to take a live app test on mobile?
Ready to conduct a live mobile app test using Qatalyst? It's a breeze! Follow the easy steps below after installing the Qatalyst app from the Play Store for a smooth and reliable testing experience.
Qatalyst app URL: Playstore URL
Once you have the app installed, you can follow the below steps to take the test.
Step 1: Test Link Submission
Upon launching the Qatalyst app, you will be greeted by the first screen. Paste the provided test URL into the designated prompt and click the launch test button or scan the QR code to initiate the testing process.
Step 2: Privacy Policy Agreement
Before delving into the test, take a moment to read and agree to the privacy policy. This step ensures that all parties involved are on the same page regarding data protection and usage.
Step 3: Test Instructions
Pay close attention to the instructions provided before starting the test. These guidelines are crucial for a successful testing experience. When you feel ready, proceed to the next stage.
Step 4: Face Calibration
For accurate emotional insights, the face calibration stage requires you to position your face at the centre of the green box. This step ensures that Qatalyst can precisely analyze your facial features.
Step 5: Eye-Tracking Calibration
In cases where eye tracking is incorporated into the test, a 13-second eye calibration stage follows the face calibration. This step is essential for calibrating your eye movements, enabling Qatalyst to provide precise insights regarding eye tracking.
Step 6: Test Assessment
Once the calibration process is complete, the test questions will be presented, allowing you to proceed with the assessment. Qatalyst's user-friendly interface ensures that you can navigate through the test effortlessly, making the entire process convenient and efficient.
How to Edit a Published Study?
In Qatalyst, we understand that the research landscape is constantly evolving, and you may need to make adjustments to your studies even after they have been published. We've streamlined the process for you, allowing you to modify studies effortlessly. This guide will walk you through the steps of editing studies with or without responses.
Step 1: Open the Study
To begin, navigate to the study in which you wish to make changes from the library section.
Step 2: Click on the Edit Button
Once you have opened the study, locate the edit button in the top right corner of the screen. This button serves as your gateway to refining and updating your study.
Step 3: Editing Studies
You can make the following modifications to your studies if it has some responses or no responses:
- Modify Title and Description: Adjust the title and description of the task instruction to better align with your refined study objectives.
- Add Blocks: Customize the structure of your study by adding blocks to enhance its effectiveness.
- Hide Block: If you do not want some blocks to be visible to respondents, you can hide them.
- Edit Task Instruction: Refine the task instructions to provide clearer guidance to respondents.
Step 4: Publish the Updated Study
Once you have made the necessary changes, simply publish the study. The modifications will be applied, and respondents will see the updated content as they engage with the study. This seamless process allows you to keep your studies relevant and responsive to your research needs.
At Qatalyst, we believe in empowering researchers with the tools they need to adapt and refine their studies easily. If you have any further questions or encounter any challenges, please refer to our comprehensive support resources or reach out to our dedicated support team for assistance. Happy editing!
How to join a Qatalyst Moderated Session?
Invitation Process
Once you've been invited to a session, watch out for an email notification. Your invitation will contain all the vital details, including the session link and scheduled time.
Joining the Session
Step 1: Accessing the Session Link: Click on the provided session link to initiate the joining process. Our sessions are accessible 15 minutes before the scheduled start time.
Step 2: Entering the Session Page: Upon clicking the link, you'll be directed to the session page. Here, enter the email address associated with your invitation and your name. This information will be displayed once you enter the session.
Joining Process
Participant: Once you click "Join," you'll enter a waiting room. The session moderator will admit you into the session shortly. Moderator and Observer: Moderators and observers are granted direct access to the session upon clicking "Join."
Permissions in the Meeting
1. Moderator
- Mute/unmute
- Camera on/off
- Screen share
- Changing mic and camera access settings.
- End call
- End call for all and disable future joins.
2. Participant
- Mute/unmute
- Camera on/off
- Screen share
- Leave the session
3. Observer
- Leave the session
Tips for an Optimal Session Experience💡
- Equipment Check: Before the session, ensure your microphone, camera, and internet connection function properly.
- Timely Arrival: The session link opens up 15 minutes before the scheduled meeting. Join the session a few minutes ahead of schedule to mitigate any technical glitches and be prepared for the session's commencement.
- Accidental Drop off: If you get dropped out of the session, kindly rejoin using the same link and steps.
- Respectful Participation: Adhere to session etiquette, such as muting yourself when not speaking and refraining from interrupting others.