Signup and onboarding usability test template
Observe whether new users can create a test account and reach [first-value action].
Use this templateEditable study draft · English content
Before you launch
Use a sandbox URL and test credentials. Replace the first-value action and prepare a fresh account state for each participant.
Opens a usability study with ordered tasks, post-task questions, and a final debrief. Add your target URL to each task. Screen sharing is enabled and the moderator observes without providing task hints. Success criteria below are a guide for your review, not automatic grading rules.
Participant tasks
Task 1
Create an account
You want to try [product]. Set up an account using the test details provided.
Researcher success criteria
Participant creates the sandbox account and reaches the signed-in experience.
Task 2
Get set up
Prepare this account so you can [first-value action]. Use only the test details provided.
Researcher success criteria
Participant completes the setup required for the defined action.
Task 3
Reach first value
Now use the product to [first-value action]. Stop when you believe you have completed it.
Researcher success criteria
Participant completes the specified action and recognizes the resulting state.
After each task, ask what was difficult and what the participant expected to happen. The study also includes a task-ease rating.
Final debrief
- What, if anything, was different from what you expected?
- Which part of the experience would you change first, and why?
Plan your study
Who should take part?
New users who have not used [product].
What should I customize before launching?
Use a sandbox URL and test credentials. Replace the first-value action and prepare a fresh account state for each participant.
How should I use the findings?
Separate account-creation barriers from product-learning barriers. Review the point where participants believe setup is complete.