In this guide, we'll show you how to prepare for Engage interviews.
Requirements for Engage interviews
A stable internet connection. This is crucial for remote user testing video calls.
A calm, quiet environment. This can be a meeting room or a lockable office room. Noisy coffee shops or communal spaces don't work as well.
Good quality headphones and a microphone. You want to hear your research participant clearly, and you want them to hear you clearly as well. A headset and microphone are preferable to the built-in laptop/computer audio and microphone.
Make sure everything works. If this is your first time running a user interview in your current environment, be sure to test your setup before your first session starts. You don’t want your headphones to stop working half-way through a session/interview because you haven’t used them for months and they’ve run out of battery! We highly recommend taking a pre-call test within Engage to ensure everything is working correctly.
It's a good idea to know what questions you're going to ask. Also, if you're having the participant test a prototype, make sure it's ready to go the link works.
For more tips on how to run a user experience (UX) test, this is a useful guide.
We recommend coming to the remote sessions with an extra person in the call, to be the spectator. This could be a designer, product manager or programmer, for example. Having this person attend saves time because the spectator can take notes instantly (saving you from having to listen to the whole recordings again). Having an extra person also provides an extra pair of eyes on the interview. This is especially useful later on when you’re reviewing the insights of your research.
Engage's spectator feature allows your team members to watch your sessions live. Spectators can't talk, chat, or interrupt the session in any way.
Reschedule, cancellation, no-show
The nature of testing with people is that you might encounter lateness, no-shows, late cancellations. While we do everything we can to minimize issues like these, the sooner you learn to handle these situations, the less it will disrupt your research.