Inspired by insights from Optimal users, we’ve reimagined study creation to bring you a beautifully streamlined experience with the new Study Flow tab.

With the new Study Flow, you’ll: 

‍

⚡ Enjoy faster study set up: Messages & instructions and Questionnaire tabs are combined in a single tab - called Study Flow - for faster editing and settings customization.

‍

✨ See it all at a glance: Easily visualize and understand the participant experience—from the welcome message to the final thank-you screen—every step of the way. 

‍

🎯 Duplicate questions: Save time and quickly replicate questions for surveys, screening questions, and pre- and post-study questions. 

‍

⭐ Experience enhanced UI: Enjoy a modern, clean design with intuitive updates that minimize scrolling and reduce mental load.

‍

🗂️ Collapse and expand sections: Easily navigate studies by collapsing and expanding sections, making it easier to build out specific parts of your study.

‍

This Study Flow tab is available across all Optimal tools, except for Qualitative Insights. 

‍

What’s next?

‍

We’re not stopping there. We have some significant improvements on the horizon designed to give you even greater flexibility and control.

‍

Advanced logic: Enhanced logic capabilities is one of our most highly requested features, and we’re thrilled to introduce new capabilities to help you build your ideal study experience – available for surveys and other tools. We will first introduce “display logic”, allowing for: 

• If answer is X for Question Y, then hide/show Question Z.
• If answer is X for Question Y, then hide/show specific answer options.

‍

Customizable sections: Organize your questions into different sections to build a better study experience for your participants. For example, segment your questions into relevant groupings, such as demographics or product usage. With custom sections, you can add new sections, rename, reorder, duplicate, and move questions between different sections.* 

*Note: Questions cannot be moved to/from the screening questions section.

‍

These upcoming features will empower you to create dynamic, tailored study experiences for different audiences with ease for more valuable insights. 

‍

Start exploring the new Study Flow now.

Research just got a whole lot easier. 🚀 With over 15 brand-new templates added to our template library, Optimal is here to help you fast-track your studies and accelerate your time to insights.

‍

Our mission? To make research accessible for everyone, whether you're in product, design, marketing, or research. With templates, finding the right study for your needs has never been simpler.

‍

Fast Track Your Research

• Hit the ground running: Get pre-built templates designed to help you quickly set up studies that deliver results.
• Accelerate insights: From screening questions to tasks, we’ve done the heavy lifting so you can customize these templates quickly for your own use and focus on analyzing data to inform decisions.
  ‍

What’s Included in Each Template?

✔️ Clear study goals—know what you'll learn

✔️ Best practices for study setup

✔️ Sample screener questions to target the right participants

✔️ Ready-to-go task suggestions

‍

How to Use Them

‍✨ Preview: View the participant’s study experience.

✨ Customize: Clone the template and tailor it to your unique needs.

‍

Explore New Use Cases

‍
‍Our templates are designed to empower teams to tackle a range of challenges. Here are just a few examples from our library:

• Optimize your website or app signup flows
• Organize and label your content
• A/B test email designs
• Design a new website navigation
• Run usability tests for apps
• Conduct market research
• Prioritize features
• Define your brand tone of voice

‍

Find Templates Built for You

Filter by role or use case to discover the perfect starting point for your next project or get inspired for new ideas.

‍

Start Researching Today

‍
‍Already an Optimal Workshop user? Head to the Templates section of your Dashboard and explore what’s new.

Not yet onboard? Try Optimal Workshop free for 7 days to get started.

Investing in prototype testing and user-focused design isn't just about creating better products—it's a proven strategy to save costs, accelerate timelines, and drive customer loyalty. According to Forrester Research, companies that incorporate prototype testing in their design process can reduce development costs by 33% and cut collaboration time by 25%. UX-focused companies also see products hit the market 50% faster and loyalty rise by 240% (Forrester Research, Nielsen Norman Group)!

‍

Whether you're refining user flows, testing new concepts, or optimizing your onboarding experience or conversion flows, prototype testing helps ensure your designs hit the mark—before you invest too heavily in the build.

‍

With those benefits in mind, let's dive into how prototype testing can help you deliver user-centered designs efficiently and effectively. 

‍

Common Use Cases for Prototype Testing
‍

1. Test Onboarding and Sign-Up Flows
   How intuitive is your onboarding process? Prototype testing can help identify friction points, ensuring users can navigate and complete sign-ups seamlessly. For example, you can simulate different scenarios to determine whether users can easily register, set up accounts, or retrieve forgotten passwords.
   
   
2. A/B Test Email Designs
   Test different layouts, calls-to-action (CTAs), or visual elements in your email prototypes to discover what resonates best with your audience. Measure metrics like click-through rates or time spent engaging with content to refine your design.
   
   
3. Evaluate User Flows and Wireframes
   Whether you're testing a new feature, redesigning a user journey, or validating a wireframe, prototype testing gives you real-world insights. Observe how users interact with your design and identify areas for improvement before you move to development.
   
   
4. Test Concepts
   Before launching a new idea, validate it through prototype testing. Let users interact with your concept to gauge feasibility and potential impact. This can save time and resources by helping you focus on ideas that resonate.
   
   
5. Evaluate Conversion Flows
   Are users completing purchases or achieving desired outcomes? Use prototype testing to analyze conversion flows and pinpoint where users drop off. From landing pages to payment processes, you can optimize every step for success.
   
   
6. Test User Interfaces (UI)
   Ensure your UI elements—buttons, navigation menus, or forms—are intuitive and accessible. Prototype testing can help you identify design inconsistencies or usability challenges early in the process.
   
   
7. Conduct Usability Tests
   Have a new feature in development? Prototype testing lets you see how users interact with it, revealing insights that can guide refinements and improve overall satisfaction.

‍

Real-Life Prototype Testing Scenarios

Airline
Imagine your flight has been canceled. Ask how your customers self-service on the airline website to find new flight options. 

Bank
Have a prospect or customer interact with a prototype to open a business account online. Uncover usability issues and streamline the process.

Insurance
Imagine you’re interested in switching car insurance. Explore how intuitive it is for customers to view coverage details in an app, helping insurers improve navigation and accessibility.

‍

Prototype Testing Analysis & Insights

Optimal’s prototype testing gives you a variety of analysis options to help you to evaluate the effectiveness and usability of your prototypes. Use these to see exactly how users navigate, where they face challenges, and what areas are proving to be successful.
‍

• Task-based scenarios: Observe how users complete tasks like purchasing a product or updating account settings and set correction paths and destinations.
  ‍
• Clickmaps: See how users navigate and locate information. See hits and misses on designated clickable areas, average task completion times, and heatmaps showing where users believed the next steps to be.
  ‍
• Task results: Gather insights into how long it took to take a task (time taken), misclicks, directness score (considering backtracks or incorrect pathways), and success score.
  ‍
• Participant paths: The Paths tab provides a powerful visualization, including thumbnails, to understand and identify common navigation patterns and potential obstacles participants encounter while completing tasks.
  ‍
• Video, audio, and/or screen recording: See how your users interact with and respond to your prototype. Listen to their thought process and pick up on nonverbal cues, like hesitation, frustration, or confusion to pinpoint areas for improvement or exploration.  

Ready to use prototype testing to help your team reduce development costs and get a faster time to market? Get started in your account by creating a new prototype test.

Not yet a user of Optimal? Sign up for a free 7-day trial.