PlaybookUX offers five different research methods (unmoderated testing, moderated testing, card sorting, tree testing, and surveys). These are some best practices for launching all types of studies on the platform.

Here are a few key steps that you’ll need to consider when launching any methodology.

• Check URLs in “Incognito Mode’ before launching
• Always preview your study before submitting
• Start by launching a pilot study and then add more participants after you’ve received the first results.
• Configure saved audience templates so you can easily pull in your typical demographic.
• Use filters first before setting up screener questions
• To get quality feedback from your target demographic, follow these best practices for setting up screener questions
• Use segmentation to target demographic quotas in your research
• How many participants should I include in my studies?
• Writing unbiased questions