Why Test?
Testing helps you:- Verify flow: Make sure questions appear in the right order
- Check logic: Confirm conditional logic and screening work correctly
- Review experience: See the participant perspective
- Catch errors: Find typos, broken links, or confusing questions
- Validate timing: Estimate how long the study takes
Entering Test Mode
1
Go to the Recruit Tab
Open your study and navigate to the Recruit tab.
2
Save Your Study
Make sure all changes to your Interview Guide are saved.
3
Enter Test Mode
Look for the test mode option or generate a test link.
4
Generate a Test Link
Click to generate a unique test link you can use to preview.
Taking a Test
Using the Test Link
- Copy the generated test link
- Open it in a new browser window (or incognito/private mode)
- Complete the study as a participant would
- Answer each question and proceed through the flow
Testing Tips
What to Check
Question Content
- All questions display correctly
- No typos or grammatical errors
- Question instructions are clear
- Answer options make sense
Question Flow
- Questions appear in the right order
- Conditional logic works (questions show/hide correctly)
- Screening rules terminate when they should
- No dead ends or missing questions
Media and Formatting
- Images display correctly
- Videos play (if applicable)
- Recording works for audio/video questions
- Formatting looks good on different devices
Completion
- Study ends with a proper completion message
- No error messages or broken pages
- Total time is reasonable
Testing Screening Rules
To test screening:- Answer in a way that should qualify you
- Verify you continue to the full study
- Start a new test
- Answer in a way that should screen you out
- Verify you’re terminated appropriately
You’ll need to generate a new test link for each test attempt, or use different sessions.
Testing Conditional Logic
For studies with conditional logic:- Map out all possible paths
- Test each path by answering accordingly
- Verify the right questions appear for each path
| Answer to Q1 | Expected Result |
|---|---|
| Yes | Shows Q2, Q3, Q4 |
| No | Skips to Q5 |
| Maybe | Shows Q2 only, then Q5 |
Test Responses
Are Test Responses Saved?
Yes, test responses are saved but marked as “test” data:- Appear in your response list
- Clearly labeled as test responses
- Excluded from analysis reports
- Can be deleted if desired
Cleaning Up Test Data
Test responses can be:- Left as-is (they won’t affect analysis)
- Deleted individually
- Filtered out when viewing responses
When to Test
Required Testing Points
Test after:- Creating or significantly editing your study
- Adding or modifying conditional logic
- Setting up screening rules
- Making any changes before publishing
Re-Testing
Re-test if you:- Edit questions after initial testing
- Change the order of questions
- Modify screening or logic rules
Common Testing Mistakes
Only testing one path
Only testing one path
If you have conditional logic, test ALL paths, not just the main one.
Skipping mobile testing
Skipping mobile testing
Your study might look different on phones. Always check mobile experience.
Not testing screening
Not testing screening
Test both qualifying and disqualifying scenarios to ensure screening works.
Rushing through
Rushing through
Take the test at a realistic pace. A rushed test won’t reveal timing issues.
Testing only yourself
Testing only yourself
Have a colleague test too. Fresh eyes catch things you miss.
Test Mode vs. Published
| Aspect | Test Mode | Published |
|---|---|---|
| Purpose | Preview and verify | Real data collection |
| Responses | Marked as test | Counted as real data |
| Editing | Allowed | Limited |
| Analysis | Excluded | Included |
Exiting Test Mode
Test mode doesn’t need to be “exited.” When you’re ready to go live:- Complete your testing
- Fix any issues found
- Re-test if you made changes
- Proceed to publish your study
Test Checklist
Before publishing, confirm:- Completed at least one full test
- Tested all conditional paths
- Verified screening rules work
- Checked on mobile device
- Timing is appropriate
- No errors or issues found
- Had someone else review if possible

