Tree Testing

Recruit from a panel of over 6 million vetted participants, backed by an industry-leading fraud prevention program. Our robust participant platform matches participants with projects that fit their profile.

Use the PlaybookUX panel to recruit participants for your tree test. Choose from a variety of demographic filters and screening questions to find niche participants — or send your own customers a link to participate.

Target both consumers and professionals by age, gender, income, job title, industry and company size (among many other filters) and get more specific with screener questions.

Qualify participants with single and multi select screener surveys. Reduce bias by randomizing the answer choices. Once your study is live, we'll surface where participants are disqualifying so you can make edits on the fly.

When you're using the PlaybookUX panel, you can set up segments to ensure exact demographic quotas.

If you're using consistent demographic filtering and screeners, set up a saved audience to save time on your project setup.

Build and manage your own participant CRM directly within the platform. Collect participants through intercept signups or upload your own lists. Configure your domain so all communications send from your own email.

Intercept visitors at key moments based on behavioral and session-based triggers. Invite them to a study, prompt them to join a private panel, or capture feedback in context.

Build a tree of your navigation structure and ask participants tasks (e.g. "Where would you find a winter coat?"). This will help test how easy it is to find content on your website.

To speed up analysis, define correct paths so you can benchmark success and failure. This will help you understand if your website content is easy to find.

Ask follow-up questions after each task. Utilize different question types, such as rating scale, multiple choice and written response.

Conduct a tree test without a recording or include it in an unmoderated or moderated session.

Customize the welcome page, study instructions and thank you page to give your tree test a personal touch.

Skip the hassle of collecting confidentiality and consent forms prior to the session and upload a custom consent form to PlaybookUX. Participants will read and agree to the consent form prior to participating in your study.

Admins can designate that certain team members require approval prior to launching a project. The "Needs approval" role prevents launching without sign-off from an "Approver", ensuring quality research governance.

Attach assets related to your research projects such as discussion guides, planning sessions and more.

The task success chart will help identify which content is difficult to find. Understand if participants go directly to the correct place or have to click around in order to find what they're looking for.

The Participant Paths table tells you how participants moved through your tree for each task. It also tells you if participants arrived at a correct destination (either directly or indirectly).

Identify where participants are inclined to click first. This helps you understand where content intuitively belongs.

Track high-level metrics to understand success rates by task and path directness.

Charts for follow-up questions will be automatically generated to simplify analysis.

Create custom summary reports to present to team members. Reports are shareable with a password protected link.

Keep your research organized by setting up workspaces for different research teams and initiatives. Within workspaces, sort projects into folders. Subsequently, you can group folders.

Full projects and reports are shareable with a password protected link. Additionally, you can export project data.

PlaybookUX prioritizes data protection and adheres to the highest security and privacy standards. Check out our security center to discover how we safeguard your information.

Generate lifelike AI personas directly from your PlaybookUX video research — grounded in actual user behavior, transcripts, and insights. Our patent-pending technology lets you select videos from your library, enhance with custom prompts and data, then deploy these personas across future research studies for instant feedback and validation.

Leverage AI to run autonomous workflows, such as automatically tagging transcripts based on defined criteria, scheduling recurring usage reports via email, and handling a wide range of other repetitive tasks behind the scenes.

Connect to our public API, powered by an MCP layer, to launch projects, retrieve results, and seamlessly sync with your Participant CRM. Easily integrate with millions of other tools.

Generate comprehensive executive summary reports instantly. These reports pull together your study setup details, participant demographics, and video transcriptions into a shareable report. We'll highlight the most important themes and back them up with participant quotes, plus suggest ideas for your next research studies. You can even conduct research in one language and get your summary report in another.

Analyze verbal, written, and behavioral data from specific research tasks. Our AI will identify recurring themes, measure participant sentiment, points of friction, and flag any outlier responses.

Build complete screener questionnaires and study guides from scratch. Just tell us your research objectives and share any materials you're testing — we'll create unbiased scripts that get you the insights you need.

Practice good research governance with AI-powered screener and question reviews. The system catches common research mistakes like missing "none of the above" options, vague response options, and industry jargon that might confuse participants.

Get richer insights from every session. Our AI asks smart follow-up questions that capture nuanced responses and additional data points you might have missed, giving researchers more comprehensive results to work with.