Useberry interviews helps teams schedule, conduct, manage, record and analayze moderated sessions with participants. A moderated session is led by a host (moderator) who remotely guides participants through questions, tasks, or discussions in real time.
Plans Availability
Useberry Interviews are available across all paid Useberry plans, with usage limits depending on your subscription. Visit the Useberry pricing page for more details.
How to set up a Moderated Interview
Create a Moderated Study
To create a moderated Interview study:
- Enter a workspace
- Create a “New Project”
- Select “Moderated studies”
- Click on “Interviews”
After creating an interview project you can:
- Connect your calendar and recruit participants
- Upload a recordings from sessions you have already conducted
- Analyze recordings
Connect your Calendar
Useberry uses the calendar you have connected to manage availability, keep meetings synced (cancel, reschedule), avoid scheduling conflicts and automatically add meetings to your calendar.
When creating you first interview project a modal will appear asking you to connect your Google, Outlook or Office 365 calendar via our Cronofy integration*. Click on the calendar you would like to connect and follow the instructions to authorise.
*Note: If you have connected a calendar via your accounts settings prior to creating your first interview project, you will not be asked to connect one when creating your first interview project. Learn how to connect and disconnect your calendar here.
Enter the Study Details
After connecting a calendar with Useberry, you have to define the following meeting details.
Name: The title of the study or interview. The name is shown to participants and team members.
Description: A summary explaining the purpose, format, or expectations of the study. Participants will see this description when they land on your booking page.
Duration: The total length of the scheduled session in minutes.
Conferencing tool: You can connect your video conferencing tool (Google Meet, MS Teams, Zoom) to automatically generate meeting links for scheduled sessions or provide your own Custom meeting link (URL) from any conferencing platform.
Useberry Bot (Coming Soon): You can enable the Useberry Bot to automatically record and upload your meetings with participants to Useberry. If the bot is not enabled, you have to manually record the session and then upload the recordings to Useberry for analysis
Additional Requirements: Set additional requirements for your study to inform participants with:
- Participants Instructions: Guidance or preparation steps participants should review before joining the session.
- Recording requirements: Define the hardware participants must use during the session (camera, microphone, screen share)
- Devices: Define what devices participants should use to enter a session (Mobile, Desktop, Tablet)
- Web browser: Define what browsers participating could use during the session.
- Operating system: Define which operating system the participant’s device should have to join the session
Note: Setting the additional requirements options only notifies participants of the requirements. Useberry does not cross check these requirements and will not block participants from entering a call if these are not met.
Set the Host & Attendees
Once you have entered the study details, you can add other team members to join the sessions. By default the Useberry team member creating an Interview Project is set as the Host.
You can add other team members as Co-hosts who can join and help manage the session. If the added co-hosts have connected their calendar, their availability is considered when offering time slots to participants. While if they do not connect their calendar then only the hosts availability will be taken under consideration.
Define Availability
Useberry gives you the below ways to control when people can book a time with you:
General Availability: Shared availability settings applied across all Interview Projects (optional).
Time Slots: The specific dates and times available for participants to book sessions for a specific study. Time slots that do not overlap with Global Availability are not show to participants.
- Example 1: Imagine that you have set up your General Availability for all weekdays between 09:00 to 17:00 and you set Time slots Monday between 09:00 - 20:00. Participants will see time slots from 09:00 to 17:00.
- Example 2: Imagine you have set up your General Availability for Mondays between 09:00 - 17:00 and you want to enable participants to book a 45min interview next Monday, you also want to make sure none books between 13:00 - 14:00 so you can eat launch. You set time slots for next Monday between 09:00 - 13:00 and between 14:00 - 19:00. This way participants will see time slots between 09:00 - 12:15 and between 14:00 - 16:15 and you ensure a 60min break. (this example implies 15min start time increments and no buffers)
Time Zone: Set the timezone for the Time Slot of your study. This helps to display, schedule and reschedule session times accurately for the host, co-hosts and participants. When participants get to your booking page their timezone is automatically detected and they can change it to any timezone that they like.
Buffers before and after a session: Buffers add extra time before or after a session to accommodate any unexpected delays (i.e participants arriving late into meeting, or software glitches), breaks (i.e. water, food, rest), or time needed to tidy up your notes, organize your thoughts or catch up with the co-host after a meeting while the details are still fresh in memory.
- They Stack: If you set both a 15-minute before-buffer and a 15-minute after-buffer, you will create a total of 30 minutes of padding between consecutive meetings.
- No Retrospective Changes: Changing or adding buffers applies only to new bookings. Bookings already on your calendar will not retroactively get extra buffer time.
- Personal Calendar Events: Useberry via Cronofy considers your connected calendar ( Google Calendar or Outlook) and will respect non-Useberry events to prevent overlaps, though buffer times apply only to meetings booked through Useberry
Start time Increments (lead time): Start time increments are the intervals at which available booking slots are displayed to users on your booking page. They dictate how close together or far apart proposed appointments appear. The start time increment is entirely separate from how long the meeting itself actually lasts.
- Example 1: You could have set a 15-minute start time increment for a 1-hour meeting, allowing participants to book a 1-hour slot starting at 11:00, 11:15, 11:30, etc.
- Example 2: You could have a 15-minute start time increment for a 45-minute meeting, allowing participants to book a 45-minute slot starting at 9:45, 10:00, 10:15, etc. Imagine that a participant books a session for 11:15, this session will last up to 12:00.
- If you have not set buffers after the study and another participant visits the booking page, they will see starting times at: 09:45, 10:00, 10:15, 10:30, 12:00, 12:15, 12:30, etc
- If you have set buffers after the study to 15-minute and another participant visits the booking page, they will see starting times at: 09:45, 10:00, 10:15, 12:15, 12:30, etc
- If you have set buffers before the study to 15-minute and another participant visits the booking page, they will see starting times at: 09:45, 10:00, 10:15, 12:15, 12:30, etc
- If you have set buffers before and after the study to 15-minute and another participant visits the booking page, they will see starting times at: 09:45, 10:00, 12:30, 12:45, 13:00, etc
Minimum notice: Minimum scheduling notice allows you to control the lead time between when participants can book a session and the session itself. This lead time prevents surprise last-minute bookings and guarantees adequate preparation time.
- Example: Setting a 4-hour notice prevents invitees from booking a meeting that begins in less than 4 hours.
Editing
You can edit everything that you have set up so far at any time by simply clicking on the "Study details". Changes will only apply to new participants bookings.
Recruit Participant
After setting up an Interview study, the next step is to recruit participants via the "Recruit" tab
- Learn how to recruit your own participants via shareable links
- Learn how to recruit participants through Useberry’s integration with User Interviews. (coming soon)
Upload recording manually
You have the ability to upload a recordings from sessions you have already conducted to generate transcripts and analyse them.
Results & analysis
Useberry Interviews helps teams analyze session recordings with:
Transcription: Get a full, transcript of your video, which is perfect for quickly locating key moments or quotes.
Highlights: Highlights let you capture the most important moments from your recordings, so you can communicate insights clearly, quickly, and without overwhelming stakeholders with full-length videos.
Tags: Tag important themes, behaviors, or insights directly on the transcript or timeline.
Highlight Reels: Combine your highlights into polished highlight reels for stakeholders or team presentations.
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