This document discusses how to conduct smarter user research by building it into testing, doing research in context, and connecting different tools. It emphasizes establishing a hypothesis and research objectives upfront to guide testing and gain better insights. Specific tips include reordering features to test hypotheses, using heatmaps and surveys together with test results, and addressing common user questions through an automated response system. The overall message is that combining different research methods in testing provides more comprehensive insights into users and test outcomes.
6. Hypothesis
Re-ordering the features table will encourage more users to choose
the pro plan.
+
Research objectives
Why do users choose the pro plan over the basic plan?
Which features of the product are the users unclear about?
7. Test results
Test results
Pro
Control 26%
Variation 29%
Hypothesis only
Hypothesis
+
Research objectives
Pro
Control 26%
Variation 29%
Heatmap results Survey results
+ +
8. Hypothesis
(What we’re going to prove/disprove)
+
Research objectives
(What more we’re trying to learn)
=
Better insight
(Into our test results and our users)
9. How to do smarter user research
Build it into your testing
Do research in context
Connect your tools
10. How to do smarter user research
Build it into your testing
Do it in context
Connect your tools
19. hi, i got error while trying to
signup for trial period.
http://www.inspectlet.com/dashboard
/watchsession/1253610730/2301086867
?pn=1
+
20.
21. Qualaroo response
“I get an error on the
reg page”
“The postcode finder
isn’t working”
“I can’t log in to my
account”
“Why is the pro plan
more expensive?”
“How much does it
cost?”
“Is this a legitimate
site?”
“I’m worried this site is
a scam”
Response category
Usability issue
Usability issue
Usability issue
Price
Price
Trust
Trust
Session Recording
Watch
Watch
Watch
Watch
Watch
Watch
Watch
22.
23.
24. How to do smarter user research
Build it into your testing
Do it in context
Connect your tools
Editor's Notes
So Dave has shown you what you can achieve in user research if either you’re just getting started or if you’re especially time short
After getting started with user research, and certainly after you’ve been doing it for a while - if you’re anything like us you’ll reach this point where you’re kind of thinking “now what?”
Answer inevitably is “Do more user research”
Always something more to learn about users
More research doesn’t equal more actionable insight
Reach a point where yield less actionable insight per time – or same conclusions
Instead we need to be a bit smarter user research
Not more and more –smarter – maybe a little less
3 ways you can be smarter about user research
Mention experience + approach
Mention approach applies to any tools – not just the ones I mention
User research not something you do separately from optimisation
CRO “Finding out what’s stopping people from converting and fixing it” – 70% user research
Don’t just mean do all your research up front and then forget about it
Integrate user research into every A/B test
All good tests start with a hypothesis – prove/disprove
Now we build in user research and set ourselves research objectives – more we want to learn
These should normally be in the formulated in the form of questions we’d like to know the answer to
Simple example test – selling software – 2 plans – want to get more people on pro plan
Hypothesis is maybe in the current order people miss the storage capacity difference – so reorder
Before that’s where we’d stop but now we add our research objectives
We want to find out:
Why are customers choosing our basic plan instead of our pro plan? –answered by running an on-site survey popup or a TY survey
Which features of the pro plan are customers the most interested in? – ? Click for more info on each feature so heatmap those
Set up and run these pieces of research during the test
Being extra smart we can even segment them to separated by variation
All good tests start with a hypothesis – prove/disprove
Now we build in user research and set ourselves research objectives – more we want to learn
These should normally be in the formulated in the form of questions we’d like to know the answer to
Come to analysing our results – 1st case we just have quant data from A/B testing platform
If it wins – what next? IF it loses – what next?
With our research objectives – because we ran that user research – bigger body of relevant data to look at
Better insight into why our test won/lost
Better insight into what we should do next
Return to our test planning
By having hyp + research objectives when we complete the test we get better insight
Insight we can then feed back into coming up with new hypotheses
User research from one test inspires more – constantly building our knowledge
Building user research into testing naturally leads to the importance of doing research in the right context
Quality of data and insight directly linked to where, when and who asking
If we want to be smarter about user research then need to get these three things right
Illustrate this point with an example of something we did recently for a client
GoToMeeting is a complicated product (unfortunately) and previous user research showed that people have A LOT of questions
Could have sent out an email survey – hard to get truthful responses
Could have used Qualaroo on the pages but not detailed enough
Instead we went against CRO best practice and made them an FAQ tab
Might not necessarily increase conversion – but it opened up a huge opportunity to conduct research in context
Heatmapping shows us which questions are getting clicked – hence important
In case we’d missed something - small text submission field at the bottom of the FAQ.
We set this up using Google Forms (side note this is awesomely simple if you’re not already using it - straight to a spreadsheet)
Collects any other questions people had during the test
We learnt more about our users than just running the test on its own – lead to better tests in the future
Second example – users need to make a choice
Could use Qualaroo to pop up survey – not converted yet, artificially impacting their decision
Instead more contextual place was post conversion
Actually committed to the choice
Not impacting the choice in any way
Fresh in their minds compared to an email survey a week later
Step further - more contextual by tweaking question
It looks like we are asking them directly and know what they chose
Used Optimizely here in order to target and implement this survey
That use of Optimizely leads nicely onto my third key point
And that’s to connect your user research tools together
Like don’t think of UR as separate to A/B – Don’t think of tools are separate silos of information
Better to explore this through an example
Citrix suddenly noticed a drop in their conversion rate – bad
Qualaroo survey live on reg page
Also had Inspectlet live on the site recording user sessions
Qualaroo responses telling us about error - new
Next we’d probably try watching hours of Inspectlet session recordings
Or hours spent recreating issue
Fortunately used a combination of the Qualaroo and Inspectlet APIs to connect the two tools together
Result Qualaroo reponse “tagged” with Inspectlet
Pick someone reporting the error and with one click we’re watching their session
Here’s a clip from that session recording clearly see the error happening
We then had video proof of the error for the Citrix dev team and the demographic data from Inspectlet helped us identify how to recreate the issue
This connection between Qualaroo and Inspectlet is about more than just spotting errors
Process for Qualaroo analysis is to take set of responses and categorise
Group together to read responses of a similar type
Weighting of how important particularly issues are for that question
Adding the Inspectlet integrations would also give us 1-click links to video URLs of the sessions
Watch 10 videos of people reporting usability issues
Hopefully you can see how powerful this can be
Seen 2 integrations so far
Can connect almost any tools together
Only limited by imagination – maybe technical ability
Web of interconnected tools
Powerful integrations
Probably some more out there that I haven’t even thought of yet
Recap our three main points for smarter user research
Build user research into your testing and optimisation so they are one and the same
Think carefully about the best context to do your research in – get better data
Connect your tools together for powerful new depth to your insights