Continuous Discovery with Userlytics
In a digital landscape driven by data, analytics offer invaluable insights into user behavior. However, they often present a fragmented view, leaving a critical gap in understanding the ‘why‘ behind user actions. Usability testing, a cornerstone of Userlytics, bridges this gap by immersing you in the real-world interactions of your users. Experience the power of genuine user feedback to transform your digital presence and ensure a seamless, user-friendly experience.
Overview of the Continuous Discovery Service
The Continuous Discovery service is designed to support your product team in maintaining an ongoing dialogue with users, helping uncover customer needs, pain points, and desires. This continuous feedback loop aligns with the Opportunity Tree framework, promoting iterative growth and refinement.
Key Features:
- 15 to 30 Minute Moderated Sessions with ‘broad based participants’: Conducted weekly, these sessions provide a space for non-structured interviews with users of your preferred profile.
- Flexible Scheduling Options:
- 1 session per week: Minimum 6 months, maximum 12 months.
- 2 sessions per week: Minimum 6 months, maximum 12 months.
- User Recruitment: Our operations team ensures 1–2 users are recruited weekly to participate in these sessions. These participants must be what we refer to as broad based demographics, 5% incidence rate in the US, UK, Canada & Australia.
- Remote Flexibility: Leverage Userlytics’ global panel and platform to connect with users from anywhere.
Client Responsibilities
Define Project scope:
Client has the option to select the recording platform: Desktop, Mobile & Zoom Integration
Participants must be what we refer to as broad based demographics, 5% incidence rate in the US, UK, Canada & Australia.
1 session per week or 2 sessions per week.
Optionally, clients can schedule availability for 6 or 12 months in advance for seamless planning.
Define Availability:
Clients must schedule their availability a month ahead of time for their chosen service:
1 session per week or 2 sessions per week.
Optionally, clients can schedule availability for 6 or 12 months in advance for seamless planning.
Session Booking:
Use the Userlytics Dashboard to add time slots for the sessions. (Refer to screenshots and step-by-step instructions provided below.)
Ensure time slots are consistent with the agreed service frequency.
Cancellation policy: Cancellations with <4h or no-shows are charged at 50% of the total individual session cost
Prepare for Interviews:
Identify the desired participant profile for each session.
Prepare a non-structured interview agenda to gather insights effectively.
How the Service Works
Client Scheduling:
Clients set their availability in the Userlytics Dashboard.
Availability must be submitted at least one month in advance.
Weekly User Recruitment:
The Userlytics Operations Team will recruit users matching your specified profile.
Users are scheduled for your pre-booked time slots.
Conducting Sessions:
Use the scheduled 30-minute time slots to conduct non-structured interviews.
Discuss customer needs, pain points, and desires to inform and update your Opportunity Tree.
Iterate and Refine:
Use insights gained from these sessions to iterate on your product, addressing real customer needs in real time.
Benefits of Continuous Customer Interviewing
- Empower Product Teams: Maintain a direct line of communication with your target audience.
- Rapid Insights: Gain actionable feedback to inform design and development decisions.
- Identify Emerging Trends: Uncover evolving customer needs and market shifts early, enabling proactive adjustments to your product strategy
How to Book Moderated Sessions in the Userlytics Dashboard
How Do I Schedule my Moderated Session(s)?
To schedule the date and time of your moderated study, click on “Schedule” from within the menu at the top of the study builder. Then, a calendar will appear. You can select the correct timezone by using the drop-down menu in the top right corner.
Now, click on any available time slots within the calendar and simply drag to set time blocks. Note that the drag-to-set calendar feature allows you to set time blocks vertically for each day only, but you can choose as many time slots throughout the week as needed.
When participants are invited to your usability study, they will be able to choose from all the open moderated sessions you have created based on their availability. We highly recommend adding more slots than the number of participants you’re looking to test with, in order to provide more flexibility.
You can set a maximum number of booked sessions per day, customize the buffer time between sessions, and set a minimum advance notice setting to prevent unexpected last-minute sessions.
To invite observers to your study, click on the “Invite Observers” button and invite as many observers as needed. Simply enter the name, e-mail address and click “Send.”
You can have up to 10 observers during your study, although this default setting can be easily increased by contacting our operations team at operations@userlytics.com.
Selecting the block on the calendar will open up a new dialog box that shows information about that moderated study session, including the date and time, any invited observers, and whether or not a participant has booked your session yet. You can click the “Edit” button to change any session details, and click the trash can icon to delete the session.
No longer exists . Add observers in the corner, applies to all sessions
Once invited to your moderated study, your participants will be able to choose from all the open testing sessions you designate. Once they choose a specific session, you will receive a notification and will be able to add the testing session to your personal calendar.
Can I add observers to my Moderated Session(s)?
Yes, you can add any of your colleagues or stakeholders as observers in any Moderated session. They don’t need to have a Userlytics account created and they will be hidden in the background with the ability to hear everything in the session. Observers will always be muted by default when they join a session but they can unmute themselves on demand. Observers will also have the ability to communicate through chat with the Moderator and add notes in the session.
To add observers to your study, click on the “Invite Observers” button.
Now, simply enter the name and e-mail address of the observer and click “Send.”
The default settings limit to a maximum of 10 observers during your study, however, this can be customized based on your needs by getting in touch with our operations team at operations@userlytics.com.
How Can I Cancel a Moderated Study?
To cancel a moderated session, select the session on your Userlytics calendar that you wish to cancel. Then, click on the “X” button to delete it.
Expanded Continuous Discovery Service with Userlytics
Supporting Continuous Customer Interviews
This is an optional, specialized service designed to help teams overcome logistical challenges during the discovery process. Clients can utilize the Interview Moderation with Snapshots service when they need assistance from our team to conduct user interviews on their behalf. Clients simply provide the interview questions in advance, and we will run the session and deliver a concise, actionable summary of insights afterward.
Interview Moderation with Snapshots
- Purpose: Conduct user interviews on behalf of the client when:
- Teams face language barriers.
- Time constraints make direct involvement difficult.
- Process:
- Clients provide the weekly questions for interviews 24 hours in advance of the scheduled session.
- Userlytics moderates the session and delivers an Interview Snapshot—a concise summary of the call with high-level findings in the client-provided template.
- Outcome: Teams still gain actionable insights while addressing logistical challenges.
- Requirement:
UXC hours primarily for moderation, as snapshots are completed during interviews.
Benefits of the Expanded Offering
- Overcoming Logistical Barriers: Whether your team is limited by time constraints or language barriers, this service ensures user interviews are conducted seamlessly without disrupting your workflow.
- Actionable Insights Delivered Quickly: Receive a concise, high-level summary of findings, enabling faster decision-making.
- Expert Moderation for Reliable Results: Trust in professional interview moderation to gather unbiased, accurate insights directly from users, ensuring the discovery process remains effective and efficient.
- Sustained Momentum: Regular consultations ensure long-term success with the framework.
These additional services position Userlytics as a comprehensive partner in implementing Continuous Discovery—not just a research platform, but a strategic resource to help your team excel at uncovering customer insights and acting on them effectively.
Let’s work together on your
next UX study
Create positive user experiences and keep customers loyal to your product and brand.
Analytics tells you what,
Userlytics tells you WHY.