Configuration Tab (Product Testing)

Suite
Strategy & Research
Product
Qualtrics
What's on this page

About the Configuration Tab

In the Configuration tab you can set up and launch your product test. This includes editing your product test surveys, customizing the app testers will use to take surveys, and finalizing your participants.

There are 3 sections within the Configuration tab:

Product test overview: See an overview, including next steps for configuring your product test surveys, product test contact list, and tester app.
Product test details: Add surveys to your product test.
Tester app setup: Customize the tester app where participants will access your product test surveys.

subsections within the configuration tab
subsections within the configuration tab

For more information on Product Testing projects, see Product Testing Overview.

Adding Surveys to Your Product Test

Before your product test is launched, you have to select which surveys to include. At this stage you should also make sure any survey projects you plan to include are finalized and ready to be distributed. Any surveys you add will be available to testers in the tester app.

Select the Product test details section, or click Start next to “Edit survey projects and set up your product test study” within the Product test overview section.
button to access the product test set up
button to access the product test set up
You will see a list of surveys that are available to be added to your product test. Any surveys that were automatically generated when you created your product test will show up within the Qualtrics templates section. Click Edit survey to make any edits to a survey, including adding additional questions.
post test survey is selected for inclusion in the product test
post test survey is selected for inclusion in the product test
Qtip: text here
Click Add to test to add a survey to your product test.
Decide how the survey should be used in your product test:
options to make a survey a log survey vs. an ad-hoc survey; ad-hoc is selected
options to make a survey a log survey vs. an ad-hoc survey; ad-hoc is selected
  • Log survey: Capture testers’ experience with activity or usage logs. This survey will be filled out multiple times during the product test.
    Attention: You can only have 1 Log survey within your product test. The survey you use here should be the Activity / Usage log survey created when you set up your project.
  • Ad hoc survey: Capture additional information from testers at any time during the product test.
    Qtip: You can have up to 30 Ad hoc surveys within your product test. These often ask pre or post-test questions.
Click Next.
Enter a Survey display name. This is how testers will see your survey within the tester app.
fields to enter the survey display name and availability
fields to enter the survey display name and availability
Enter how many days after the product test launch this survey will be available.
Qtip: To make your survey available on the same day the product test launches, enter 0 here.
If you are configuring a Log survey, select the number of logs your testers will fill out. This value can range from 2-30.
additional options for log surveys
additional options for log surveys
Select Time-based log survey and enter a number of days if you want a set number of days between each time your testers fill out the survey.
Select Send an email notification if you want to notify product testers when the survey becomes available.
options to compose an email to product testers
options to compose an email to product testers
If you are sending an email notification, compose the email subject and email message.
Click Add to product test.

Adding Existing Surveys

Any surveys generated when you create your product test project will automatically show up within the Configuration tab. To use other existing surveys in your product test, you have to add them manually from the projects page.

Select Add existing survey.
button to add an existing survey so it is available to add to the product test
button to add an existing survey so it is available to add to the product test
Use the dropdown to select a survey you have access to.
selecting a survey and clicking "add survey"
selecting a survey and clicking "add survey"
Click Add survey.
You can now click Add to test and follow the steps at the beginning of this section to add this survey to your product test.
"add to test" button for a survey
"add to test" button for a survey

After surveys have been added to your product test, click the 3 horizontal dots next to one to edit the survey or remove it from the product test.

Customizing the Tester App

Before launching your product test, you can customize the app that testers use to see available surveys. Once the app is set up, product testers can use it as a centralized place to view all surveys available to them.

To start editing the tester app, select the Tester app setup section, or click Start next to “Customize and publish the Tester App survey-taking experience for your testers” within the Product test overview section. For step-by-step instructions on how to configure each component of the app, see Customizing the Product Test App support page.

buttons where you can access the tester app configuration
buttons where you can access the tester app configuration

Finalizing Your Product Test Contact List

When you’ve finished configuring your product test project, the last step is finalizing the contact list of testers who will be using your product. In this step you can view the contact list that was automatically created from the results of your screener survey, and make any necessary edits. 

While you can access your product test contact list by clicking Start next to “Review and edit final participants in your product test contact list” within the Configuration tab, this list is finalized within the Participants tab. For instructions on finalizing the list, see Finalizing Your Product Test Contact List on the Participants Tab support page.

"start" button that takes you to review your final product test contact list
"start" button that takes you to review your final product test contact list

Launching Your Product Test

Once you’ve finished configuring your product test and tester app, you can confirm the details of your test and launch it to testers.

At the bottom of the Product test overview section of the Configuration tab, click Launch product test.
"Launch product test" button
"Launch product test" button
Select Finalize.
"finalize" button
"finalize" button
Attention: Once you finalize your participant list, you won’t be able to add new participants.
Confirm the details of your product test.
product test details are displayed so you can review and confirm your set up
product test details are displayed so you can review and confirm your set up
Click Next.
Enable Send an email notification to send an email to your testers.
window to compose a welcome email to product test participants
window to compose a welcome email to product test participants
Qtip: This is recommended, because it lets testers know they’ve been accepted, when they can expect the product to arrive, and what they’ll be expected to do.
Compose your email and email subject.
Click Launch product test.

Participants will be notified that the product test has started and can register in the Tester App. They’ll receive emails to notify them when surveys become available. You can still add surveys or delete them after launching your product test.

After Launching Your Product Test

Once your product test is launched, you can still add additional surveys or make changes to the tester app. The Product test overview section will now display a summary of all the surveys involved in your product test, including how many responses you’ve collected.

You can also copy the tester app URL at the top of the page to share with participants. For more information, see Sharing the Tester App.

view of the configuration tab once the product test is launched
view of the configuration tab once the product test is launched

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