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Interviews

Discover how to conduct and manage user interviews within Crowd to gather qualitative insights and validate your product ideas.
By Crowd team
• 11 articles

Definition, Roles and Responsibilities: How to Prepare and Set Up for Interviews

Key Points: - What is an Interview? - Roles and responsibilities in an interview - Preparing for a session - Setting up the environment What is an Interview? An interview is a user research method where a moderator oversees and interacts with participants in real time. This session is particularly useful for gathering qualitative insights, observing user behavior, and obtaining direct feedback on products, services, or prototypes. Roles and Responsibilities: - Moderator: The moderator is responsible for guiding the session, asking questions, and ensuring that participants follow the test plan. They also take notes and manage the overall flow of the session. - Participant: The participant is the user who will interact with the product or service being tested. They provide feedback and insights during the session. - Observer: Observers are individuals who watch the live session but do not actively participate. They may include stakeholders, designers, or other team members interested in the test. Preparing for the Session: - Define Objectives: Clearly define the goals and objectives of the live session. What specific information are you looking to gather? - Recruit Participants: Select and invite participants who match your target user demographics. - Create a Test Plan: Develop a detailed test plan outlining the tasks participants will perform, questions to ask, and scenarios to explore. - Prepare Materials: Ensure that all necessary materials, such as prototypes, questionnaires, or devices, are ready and functional. Setting Up the Environment: - Location: Choose a quiet and well-lit location for the live session. Make sure the environment is free from distractions. - Equipment: All the equipment you need to start up your test is on Crowd. Make sure the device you are using for your test has a good working camera and microphone.

Last updated on May 26, 2025

Interpreting Interview Analysis

Accessing and interpreting session analysis is a crucial step in gaining insights from any type of live session, either the instant session or the session scheduled for later. Here are the general steps to access and interpret session analysis: 1. Gather Data: Before you can analyze a session, you need to collect relevant data. This data may include: - Session recordings. - Notes taken during the session. - Participant feedback or survey responses. - Interaction logs or chat transcripts (for recorded sessions). 2. Access Session Data Using Crowd platform to conduct your session, accessing the data may vary: - Session Recordings: If you recorded the session, access the recordings from your live session dashboard by clicking on "view details" on your just concluded meeting. Download or share the recordings as needed. - Notes and Documents: Review any notes or documents that were taken during the session. Ensure that all relevant materials are organized and accessible. - Feedback and Surveys: Retrieve feedback and survey responses from the sources where participants submitted them. This may include email responses or feedback collected through your platform. - Interaction Logs and Chat Transcripts: If you have chat logs or interaction logs from the session, export or access these files as needed. They can provide valuable insights into participant engagement and questions. Tip: This is only available in a recorded session. - Organize the Data - Before you start analyzing the session, organize the data to make it more manageable: - Create a folder or digital workspace where you store all session-related files and documents. 3. Review the Session: - Start by watching or reviewing the session recording if available. Pay attention to participant behavior, discussions, and key moments. Analyze the Data: Here are some steps to help you analyze the session data effectively: - Identify Key Insights: Look for key takeaways, trends, or patterns that emerge from the session. These could be user feedback, common issues, or notable participant reactions. - Categorize Feedback: Organize feedback and observations into categories or themes. For example, categorize feedback as positive, negative, or neutral. This helps in identifying trends. - Quantitative Analysis: If you collected quantitative data (e.g., ratings, survey scores), calculate averages, percentages, or other relevant statistics to quantify participant sentiment or preferences. - Participant Quotes: Highlight specific participant quotes that capture important insights or sentiments. These can be valuable for reporting and sharing findings. - Compare Data: If you conducted multiple interviews or have multiple sources of data, compare them to identify consistencies or discrepancies. 4. Interpret the Findings: - Conclude your analysis. What do the insights and data tell you about the success of the session, participant satisfaction, or the effectiveness of your content or product? 5. Prepare a Report: - Create a report summarizing your findings. Include key insights, trends, quotes, and any recommendations for improvement. 6. Share the Results: - Share the session analysis report with relevant stakeholders, team members, or participants, as appropriate. Communication of findings is crucial for taking action and making improvements. 7. Take Action: - Use the insights gained from the session analysis to make informed decisions. Whether it's improving future sessions, refining your product, or addressing specific issues, taking action based on the analysis is essential. 8. Iterate and Improve: - Continuously refine your sessions and analysis processes based on feedback and insights. Each session should be an opportunity to learn and grow.

Last updated on May 26, 2025

Interview Scheduling: Complete Guide to Setting Up User Research Sessions

An interview is a user research method where a moderator oversees and interacts with participants in real time. This method is particularly useful for gathering qualitative insights, observing user behavior, and obtaining direct feedback on products, services, or prototypes. It provides a deeper understanding of participants' thought processes and decision making, offering valuable insights for product improvement. Interviews can also be recorded for later analysis and review. Roles in an Interview Moderator: Guides the session, asks questions, ensures participants follow the test plan, takes notes, and manages the overall flow of the session. Participant: Interacts with the product or service being tested and provides feedback and insights during the session. Observer: Watches the live session without actively participating. Only workspace members can join as observers. How to Schedule an Interview You can either schedule a session for later or start an instant session. Starting an Instant Session 1. Initiate Session: - Click on the "Interview" icon on your Crowd dashboard. 2. Schedule First Interview: - Click on the "Schedule First Interview" button. - Select "Start an Instant Session." 3. Enter Session Details: - Enter the session name. - To add multiple participants, click on the "Group Session" button. Enter participant names and click the plus sign (+) to add more participants. To delete participants, click on the delete icon (optional). 4. Create Session: - Click on "Create" to start an instant session. - Copy the autogenerated links and share them with your participants or observers. - The moderator starts the meeting by clicking the "Join as Moderator" button. Note that participants and observers cannot join until the moderator starts the session. Scheduling a Session for Later 1. Initiate Scheduling: - After clicking the "Schedule first Interview" button, select "Schedule a Session for Later." 2. Fill Out Session Details: - Enter the session name, participant names, emails (add multiple participants if needed), date, and duration. The end time will be automatically populated based on your plan when you enter the start time. 3. Create Session: - Click on "Create" to schedule your interview. - Copy the autogenerated links and share them with your participants or observers. 4. Access Scheduled Session: At the scheduled time, the moderator should click on the session and join the meeting as Moderator. Session Guide: The session guide provides guidance to moderators who need help conducting a successful interview. Access the session guide by clicking the "Check out Session Guide" button or via this link. For a visual walkthrough, you can watch this demo video

Last updated on May 26, 2025

How to Reschedule Missed or Upcoming Interviews: Complete Guid

When You Need to Reschedule an Interview If you need to reschedule a missed or upcoming moderated session, follow these steps: Rescheduling a Missed Interview Sometimes interviews get missed due to various reasons participants don't show up, technical difficulties prevent the session from happening, or unexpected circumstances arise. Here's how to reschedule these missed sessions: Step 1: Find Your Missed Interview - Go to your interview dashboard (your main workspace where all interviews are listed) - Look through your interview list to find the session that was missed - Missed interviews are usually marked with a special indicator or status Step 2: Start the Rescheduling Process - Once you have located the missed interview, look for the "Reschedule" button - Click on this button to begin setting up a new time - The system will take you to a new page where you can choose fresh dates and times Step 3: Select New Date and Time - Choose a date that works for both you and your participant - Pick a time that fits everyone's schedule - Consider time zones if you're interviewing people in different locations - Make sure to leave enough buffer time between interviews Step 4: Confirm and Notify - Once you have selected the new time, confirm your changes - The system will automatically update the interview links - Make sure to notify your participant about the new time - Send them the updated meeting details Rescheduling an Upcoming Interview Sometimes you need to change an interview that is already scheduled but has not happened yet. This might be because of participant requests, your own schedule changes, or other planning adjustments. Step 1: Locate the Interview you want to change - Go to your interview dashboard - Browse through your upcoming interviews - Find the specific interview session you need to reschedule Step 2: Access the Interview Details - You have two options to access the rescheduling feature: - Option A: Click on the "View Details" button next to the interview - Option B: Look for three dots (...) next to the interview and click on them - Either option will give you access to the interview management tools Step 3: Open the Rescheduling Interface - Once you are on the interview details page, look for the "Reschedule" button - Click on this button to open the rescheduling options - You will see a calendar or time selection interface Step 4: Choose Your New Schedule - Select a new date from the available options - Pick a time that works better for your schedule - Consider the participant's availability (you may want to check with them first) - Make sure the new time doesn't conflict with other interviews Step 5: Save and Communicate - Save your changes by confirming the new date and time - The system will update all the interview links automatically - Important: Contact your participant immediately to inform them of the change - Provide them with the new meeting details and updated links

Last updated on May 26, 2025

Additional Session Settings for Interviews

During the interview, you have several options to make the experience better and collect important information. You can turn on your video, share your screen, and change settings to fit your needs. The chatbox lets you send messages that everyone in the interview can see. The raise hand feature helps you get the interviewer’s attention without stopping the conversation. There is also a notes feature. This lets you share notes with your team or other participants. After the interview, you can find these notes on the session summary page for future use. How to Use the Features - Video: Turn on your camera to show your face. This helps everyone see and connect with you. - Share Screen: Share a tab or document with others to see. This is great for showing presentations or files during the interview. - Shared Tests: Share research studies you have created with participants during the interview and track how they take the test. - Chatbox: Type messages to ask questions or share ideas. Everyone in the interview will read them. - Raise Hand: Click this to let the interviewer know you have something to say without interrupting. - Notes: Write down important points during the interview. Share them with your team, and check them later on the summary page. - Recording the Interview Session: You can record the interview to watch it later. Click the "Start Recording" button at the top of the screen to begin. Once the interview ends, the recording will be saved, and you can find it in the session summary page. Make sure all participants know the session is being recorded. Tips for a Smooth Interview - Test your video and sound before the interview starts. - Keep your messages in the chatbox short and clear. - Use the raise hand feature when you need to speak. - Take good notes to remember key details after the interview. - If you are recording, let everyone know at the start of the interview. For more details on the additional session settings, you can watch the demo.

Last updated on May 26, 2025

How to share a test and track results during live interviews

Key Points - HOW TO SHARE A RESEARCH STUDY DURING AN INTERVIEW - HOW TO TRACK YOUR RESPONSES AND METRICS AFTER AN INTERVIEW HOW TO SHARE A RESEARCH STUDY DURING AN INTERVIEW 1. Prepare the research study Before the interview, you need to set up the research study: - Set Clear Goals: Know exactly what you want to learn from participants. What questions do you need answered? - Choose Tasks: Pick the activities you want participants to do during the study. Make sure these activities help you reach your goals. - Get Materials Ready: Prepare everything needed for the study, like websites, apps, prototypes, or documents. - Write Simple Instructions: Create easy to follow steps for participants. Tell them exactly what to do for each task. 2. Run the Interview During the interview, follow these steps: - Go to the right side of the screen and click on "shared test" - Choose the study you created for this interview - Click on "track" to time participants during the interview - Ask participants to share their screens (if needed) - Click on "stop" to stop tracking participant responses - Click on "status" after the study is finished HOW TO TRACK YOUR RESPONSES AND METRICS AFTER AN INTERVIEW When the interview has ended, do this: - Go to your interview dashboard - Click on "view details" on the interview you just finished - Click on "shared test" - Click on "view responses". Here you can see all the responses and results from your interview

Last updated on May 27, 2025

How to Invite Participants and Reschedule Interviews

Key Points: - How to Invite participants to a session - How to reschedule a session 1. HOW TO INVITE PARTICIPANTS TO A SESSION To an instant Interview An instant interview does not target many participants by sharing the link automatically when creating the test. To be able to share the link once the meeting has started; - The meeting page is different from the session setup page, so you can switch tabs from the meeting page to the setup page. - Switch tabs to the session setup page, and copy the link to the participant test to share. To a session scheduled for later You can add as many participants as you want during the creation of the test. But during the session, to add participants you have to; - After creating the session, navigate to the Live session dashboard. - Click on the "session details" box on the test that is scheduled for later. - Copy the link to the participants' test and share. 2. HOW TO RESCHEDULE A SESSION To reschedule a session; - Navigate to the live session dashboard and click on "View details" - Click on the "reschedule" button - Fill in the new time and date schedule. You can also edit the session name, the participant's name, and the email address. You can also reschedule an instant meeting; - Navigate to your Live session dashboard. - Click on "Reschedule" for the session you want to reschedule. - Fill in the new date and schedule. You can also make other necessary edit

Last updated on May 27, 2025

How to set up an interview

Click on the " Check out interview guides" to get tips that will guide you through the process of using the interview feature. Crowd allows you to schedule an instant session or a session for later. To Get Started On An Instant Interview 1. Navigate to the Interview dashboard and click on "Schedule new interview" 2. Select the "start an instant session" button to continue. 3. Fill in the necessary information. The session name and the participant name. You can add more participant names by clicking on the "This is a group session" box. And then click on "create" to continue. 4. Once the session has been created, copy the link and share with the participants and observers. 5. Click on "Join as moderator" to join the session. To schedule a session for later 1. After clicking on "Schedule new interview" 2. Select the "Schedule a session for later' button to continue. 3. Fill in the necessary details. The session name, the participant name, the date, and the time. You can add more participants by clicking on the "This is a group session" box to add the participant names and email addresses. Then click on "create" to continue. 4. You can choose to send the custom emails directly to the participant's email address or you can copy the invitation and send it to participants manually. 5. To copy the link for the participants and observers, navigate back to your live session dashboard and click on "View details" on the session you scheduled for later.

Last updated on May 27, 2025

How to Record Interviews

Key Points - How to record an Interview - Interface overview and recording controls HOW TO RECORD AN INTERVIEW Recording your interviews is essential for capturing valuable insights and ensuring you don't miss important details during your session. The recording feature allows you to focus on the conversation while having a complete record for later analysis. Starting Your Recording - During the interview, click on "Start Recording" button located at the top right of your screen - Your interview session will immediately begin recording both audio and video - The recording indicator will show that the session is being captured Recording Interface Features As you can see in the interface screenshot, the interview platform provides a clean and professional recording environment: - Welcome Screen: Participants see a friendly welcome message while waiting for others to join - Recording Controls: Easy to access recording buttons at the top of the screen - Go Live Button: Blue button to start the live session - Participant Management: View all participants and their status - Shared Test Panel: On the right side, you can add and share user tests during the interview - Note-Taking Area: Dedicated space for taking notes during the session Recording Best Practices - Start recording before participants begin speaking to capture the entire session - Inform participants that the session is being recorded for transparency - Check recording status periodically to ensure it's working properly - Stop recording only after the session is completely finished What Gets Recorded When you start recording, the system captures: - All participant audio and video - Screen sharing content (if participants share their screens) - Any shared tests or materials shown during the interview - Complete session timeline from start to finish Managing Your Recordings After your interview session: - Recordings are automatically saved to your dashboard - Access recordings through your interview management panel - Share recordings with team members who couldn't attend - Export recordings for further analysis or archival purposes

Last updated on May 27, 2025