Skyra has a separate survey card type for inviting to user testing, with contact info, privacy statement and consent. The invitation can either stand alone or be integrated as a question in an existing survey or feedback form. This gives you the flexibility to recruit participants in the way that suits you best.
Those who sign up for user testing are added to the contact list under Recruitment in the menu. Use filters to find and invite those who are best suited to your test. You'll also be notified when it's time to delete contacts, so they won't be stored for longer than 365 days or the number you set yourself.
How to create the invitation
We will create a question card that looks like this.
Example:
The video shows how to add the question, with the rule to only invite those who did not solve their question.
Add question - Step by step
Create a new survey and add recruitment as a question card
Add card > Recruitment
Fill in texts and select fields for contact info (feel free to use our suggestion)
Save
Tips
You can choose whether to ask for email, phone number or both.
Use Add rule to control whether the question should only be shown to someone, based on previous answers.
2 step invitation
You can recruit in two steps
Ask if you want to participate (Yes/No, via Segment card)
If yes, ask for contact info (Recruitment card)
This is set via the Visibility rule (the card should only be shown if you answered "yes" in the previous question.
Example of step 1
Example of step 2
Suggestions for text
Card Content
Heading
Would you like to test the website?
Card body
We want to get in touch with people who use the website. Everyone who participates will receive a gift card. Write your e-mail and we will contact you if it becomes relevant.
Consent
Consent terms URL
Link to Skyra's description of Privacy when recruiting for user testing or to a page you create on your own website. Feel free to use our text.
Consent terms link text
Read the privacy policy
Consent terms checkbox label
I agree to the terms
Consent terms text
We will only use your information to contact you if applicable. After 12 months, personal data will be deleted.
Contact list
Those who sign up for recruitment are added to the contact under Recruitment. Use filter to narrow down the list to those who fit your criteria or signed up via a specific survey.
Typical criteria for inviting are those who came for a specific task, target group or responded that they didn't get to do what they came for.
Open the drawer to see all the answers given by a user.
Remember to delete contacts after 12 months
Skyra will remind you to delete contacts after 12 months or the number of days you have selected in "Recruitment lead keep days" in Settings.
Recruitment leads keep days
You can choose when you want to be reminded to delete contacts.
Go to Settings > Recruitment leads keep days
Expired leads
The contact list provides a reminder when contacts have been stored longer than the number of "keep days". This helps you to remember to delete person info.
The reminder is shown under Recruitment > Expired leads
