August 7, 2024
5 min

Welcome to our latest addition: Prototype testing 🐣

Sarah Flutey
Head of Product Marketing

Today, we’re thrilled to announce the arrival of the latest member of the Optimal family:  Prototype Testing! This exciting and much-requested new tool allows you to test designs early and often with users to gather fast insights, and make confident design decisions to create more intuitive and user-friendly digital experiences. 

Optimal gives you tools you need to easily build a prototype to test using images and screens and creating clickable areas, or you can import a prototype from Figma and get testing. The first iteration of prototype testing is an open beta, and we’ll be working closely with our customers and community to gather feedback and ideas for further improvements in the months to come.

When to use prototype testing 

Prototype testing is a great way to validate design ideas, identify usability issues, and gather feedback from users before investing too heavily in the development of products, websites, and apps. To further inform your insights, it’s a good idea to include sentiment questions or rating scales alongside your tasks.

Early in the design process: Test initial ideas and concepts to gauge user reactions and feelings about your conceptual solutions. 

Iterative design phases: Continuously test and refine prototypes as you make changes and improvements to the designs. 

Before major milestones: Validate designs before key project stages, such as stakeholder reviews or final approvals.

Usability Testing: Conduct summative research to assess a design's overall performance and gauge real user feedback to guide future design decisions and enhancements.

How it works 🧑🏽‍💻

No existing prototype? No problem. We've made it easy to create one right within Optimal. Here's how:

  1. Import your visuals

Start by uploading a series of screenshots or images that represent your design flow. These will form the backbone of your prototype.

  1. Create interactive elements

Once your visuals are in place, it's time to bring them to life. Use our intuitive interface to designate clickable areas on each screen. These will act as navigation points for your test participants.

  1. Set up the flow

Connect your screens in a logical sequence, mirroring the user journey you want to test. This creates a seamless, interactive experience for your participants.

  1. Preview and refine

Before launching your study, take a moment to walk through your prototype. Ensure all clickable areas work as intended and the flow feels natural.

The result? A fully functional prototype that looks and feels like a real digital product. Your test participants will be able to navigate through it just as they would a live website or app, providing you with authentic, actionable insights.

By empowering you to build prototypes from scratch, we're removing barriers to early-stage testing. This means you can validate ideas faster, iterate with confidence, and ultimately deliver better digital experiences.

Or…import your prototypes directly from Figma 

There’s a bit of housekeeping you’ll need to do in Figma in order to provide your participants with the best testing experience and not impact loading times of the prototype. You can import a link to your Figma prototype into your study,  and it will carry across all the interactions you have set up. You’ll need to make sure your Figma presentation mode is made public in order to share the file with participants. If you make any updates to your Figma file, you can sync the changes in just one click. 

Help Article: Find out more about how to set up your Figma file for testing

How to create tasks 🧰

When you set up your study, you’ll create tasks for participants to complete. 

There are two different ways to build tasks in your prototype tests. You can set a correct destination by adding a start screen and a correct destination screen. That way, you can watch how participants navigate your design to find their way to the correct destination. Another option is to set a correct pathway and evaluate how participants navigate a product, app, or website based on the pathway sequence you set. You can add as many pathways or destinations as you like. 

Adding post-task questions is a great way to help gather qualitative feedback on the user's experience, capturing their thoughts, feelings, and perceptions.

Help Article: Find out how to analyze your results

Prototype testing analysis and metrics 📊

Prototype testing offers a variety of analysis options and metrics to evaluate the effectiveness and usability of your design.  By using these analysis options and metrics, you can get comprehensive insights into your prototype's performance, identify areas for improvement, and make informed design decisions:

Task results 

The task results provide a deep analysis at a task level, including the success score, directness score, time taken, misclicks, and the breakdown of the task's success and failure. They provide great insight into the usability of your design to achieve a task. 

  • Success score tells you the total percentage of participants who reached the correct destination or pathway that you defined for this task. It’s a good indicator of a prototype's usability. 
  • Directness score is the total completed results minus the ‘indirect’ results.
  • A path is ‘indirect’ when a participant backtracks, viewing the same page multiple times, or if they nominate the correct destination but don’t follow the correct pathway
  • Time taken is how long it took a participant to complete your task and can be a good indicator of how easy or difficult it was to complete. 
  • Misclicks measure the total number of clicks made on areas of your prototype that weren’t clickable, clicks that didn’t result in a page change.

Clickmaps

Clickmaps provide an aggregate view of user interactions with prototypes, visualizing click patterns to reveal how users navigate and locate information. They display hits and misses on designated clickable areas, average task completion times, and heatmaps showing where users believed the next steps to be. Filters for first, second, and third page visits allow analysis of user behavior over time, including how they adapt when backtracking. This comprehensive data helps designers understand user navigation patterns and improve prototype usability.

Participant paths 

The Paths tab in Optimal provides a powerful visualization to understand and identify common navigation patterns and potential obstacles participants encounter while completing tasks. You can include thumbnails of your screens to enhance your analysis, making it easier to pinpoint where users may face difficulties or where common paths occured.

Coming soon to prototyping 🔮

Later this year, we’re running a closed beta for video recording with prototype testing. This feature captures behaviors and insights not evident in click data alone. The browser-based recording requires no plugins, simplifying setup. Consent for recording is obtained at the start of the testing process and can be customized to align with your organization's policies. This new feature will provide deeper insights into user experience and prototype usability.

These enhancements to prototype testing offer a comprehensive toolkit for user experience analysis. By combining quantitative click data with qualitative video insights, designers and researchers can gain a more nuanced understanding of user behavior, leading to more informed decisions and improved product designs.

Start prototype testing today

Publishing date
August 7, 2024
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We’re excited to announce the latest updates to our platform to help teams test, validate and gain insights early in the design process. Looking ahead to the rest of 2024, stay tuned as we expand Optimal’s research capabilities with new tools and features, including Prototype Testing, Qualitative Insights, and upgraded Surveys along with enhanced admin management and user roles!

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Early access is now available. To get started, submit your criteria via the request form. Starting in early August, you’ll be able to access Advanced Recruitment via the Optimal Recruit tab. Recruitment is available for all Optimal tools except for Qualitative Insights (Reframer).

What’s coming next? 🔮🧙

Test your designs early and often with our latest tool:  Prototype Testing ⚙️

The newest edition to the Optimal toolkit is just around the corner.  Prototype testing will allow you to quickly  test designs with users throughout the design process, to help inform decisions so you can build on with confidence.


You’ll have the option to easily import low or high-fidelity prototypes directly from Figma or build your own prototypes from scratch  by uploading images or screenshots and creating clickable areas. Prototype testing allows you to Identify usability issues and areas for improvement throughout the design process to iterate and improve your designs quickly with your users.

Video Recording 🎬📽️🎞️

Soon after we launch Prototype testing, we’ll be adding Video Recording to allow you to record a participant completing a prototype test. You can capture nonverbal cues like eye rolls and frustration, screens and voices to better understand user experiences, and gain deeper insights for Prototype Testing. Video recording is browser-based, with no plug in required eliminating setup complexities. Consent to record is captured upfront in the testing process and can be tailored to meet your organization’s policies.

Qualitative Insights & AI 🤖✨

You’ll be able to capture meaningful insights faster and more efficiently with the new Insights feature under our Qualitative Insights (Reframer) tool. Create Insights — takeaways or key findings from a study — and keep them organized under the new Insights tab. Create a new Insight from observations or use AI to generate Insights. Each Insight will contain a title, description, and associated observations.

Note that you and your organization will always maintain complete control over any AI engagement. All AI-generated results are editable. Leverage AI as needed for your studies or decide to turn off access completely for your organization.

Admin Management and User Roles 👨🏻💻

For Enterprise customers, we’ll be introducing enhanced admin management capabilities. Create and manage multiple workspaces tailored to your team’s needs, with improved reporting and user role flexibility. The new admin role ensures robust control without consuming additional licenses.

Surveys Upgrade 📋

We’ll be transforming surveys with enhanced usability, advanced survey logic, and AI integration, empowering you to create, launch, and analyze surveys with ease. Our focus on improving usability will make creating, editing, and launching surveys easier than ever, including new question types, question cloning, question grouping, and AI assistance to streamline survey creation.

Help us build a better Optimal Workshop 🧰

We’re looking for customers to join our research and beta panel to help influence product development. From time to time, you’ll be invited to join us for interviews or surveys, and you’ll be rewarded for your time with a thank-you gift.  


If you’d like to join the team, email product@optimalworkshop.com.

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Exciting updates to Optimal’s pricing plans

Big things are happening in 2024! 🎉

We’re undergoing a huge transformation in 2024 to deliver more value for our customers with exciting new products like prototype testing, features like video recording, upgrading our survey tool, introducing AI, and improving how we support large organizations and multiple teams managing their accounts. These new products and features mean we need to update our pricing plans to continue innovating and providing top-tier UX research tools for our customers now and in the future.

Say hello to our new pricing plans  👋🏽

Starting July 22, 2024, we’ll be introducing new plans—Individual and Individual+—and updating our Team and Enterprise plans. We’ve reduced the price to join Optimal from $249 a month on the Pro plan to $129 on the new Individual plan. This reduction will help make our tools more accessible for people to do research and includes two months free on the individual annual plan, too.

We’ll be discontinuing some of our current plans, including Starter, Pro, and Pay per Study, and letting customers know about the changes that will affect their account via email and in information on the plans page in the app.

Prototype testing is just around the corner 🛣️ 🥳

The newest edition to the Optimal platform  is  days away, and will be available to use on the Individual+, Team and Enterprise plans from early August.  Prototype testing will allow you to quickly test designs with users throughout the design process, to help inform decisions so you can build on with confidence.  You’ll be able to build your own prototype from scratch using images or screenshots or import a prototype directly from Figma. Keep an eye out in app for this new exciting addition.

Seeing is believing

Dive into our platform, explore our tools, and discover how easy it can be to conduct effective UX research.