Surveys

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.

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.

Use the PlaybookUX panel to recruit participants for your survey. Choose from a variety of demographic filters and add screening questions to find niche participants. Additionally, you can send your own customers a link to participate.

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.

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.

Leverage both open-ended questions and close-ended questions: multiple choice, written response, matrix, ranking and ratings to gather rich quantitative insights.

Direct participants to relevant questions, without needing to set up multiple studies. Create complex statements with AND & OR logic.

Randomize survey questions within each page to reduce bias. Additionally, you can randomize the answer choices for multiple/single select test questions and screener questions.

Organize questions in a way that makes sense to participants. Place each question on a different page, or group them together.

Upload images right into your survey to gather feedback on new designs and concepts.

Customize the welcome page and end page to give your survey 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, ensuring quality research governance. Alternatively, admins can exclude certain people from the approval flow.

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

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

Add a preference test to understand which design participants prefer and why.

Gauge your customers' first impression of a design. You're not limited to 5 seconds — you can configure how long the design is presented to participants.

Understand what draws your customers' attention about a test asset. Use heat maps to analyze the results for a view into the aggregated participant data.

Set target screens to measure how effectively users navigate your prototype. Track goal completion rates, misclicks, time on each screen, and visualize interaction patterns with dynamic heat map and click map overlays.

Quickly analyze survey results with charts & graphs.

Filtering your survey results is a quick and powerful way to isolate specific parts of your data. You can filter data by segment, demographics, screeners and survey questions.

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 & 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. Select videos from your library, enhance with custom prompts, 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 study setup details, participant demographics, and transcriptions into a shareable report — highlighting key themes, participant quotes, and ideas for your next study.

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.