How Moderated Studies Work In DLYTE

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Last Update 8 hours ago

A moderated study is a live research session between your team and one participant at a time.


It is useful when you want to observe behaviour, ask follow-up questions and understand why someone reacts in a certain way. Unlike a survey or unmoderated test, a moderated study lets your team explore confusion, hesitation, confidence, decision-making and task behaviour in real time.


In DLYTE, moderated studies follow a structured flow from setup through to session review.

    1. Set Up The Study Basics

    You start by defining the core details of the study.

    This includes the study title, test goal, session duration, number of participants required, timezone and whether the experience being tested is desktop or mobile.

    The study title and test goal help explain the purpose of the study to testers. Write them clearly and avoid adding internal notes, client-only language or anything you do not want participants to see.

    You can also choose whether to reduce brand bias during applications. When this option is turned on, testers see your industry, such as “Internet Provider”, instead of your business name during recruitment. This helps encourage more objective feedback by reducing the chance that participants rely on existing opinions about your brand before they are selected.

    This step helps DLYTE understand what you are testing and gives both your team and potential participants a clear foundation before recruitment begins.

      2. Choose The Audience

        Next, you define who should be considered for the study.
        You can select the relevant product or service area and refine the audience using criteria such as professional background, demographics, location, technology use, device access, accessibility needs and inclusivity considerations. DLYTE uses these selections to help match the study with suitable participants.

        3. Add Screener Questions

        Screener questions help confirm whether applicants are suitable for the study.  DLYTE may suggest questions based on the product or service area you selected. You can add suggested questions or create your own.
        Screeners are useful for confirming specific behaviours, experiences, providers, plan types, spend levels, decision-making roles or other study-specific requirements.

        4. Add Session Times

        Your team creates the available session time slots.

        Participants can then select up to three preferred times when they apply. Your team reviews applications and confirms one session time with each accepted participant.

        DLYTE does not automatically generate session slots. Your business controls the available times.

        5. Review And Publish

        Before publishing, you review the full study setup.

        This includes the study details, audience, screener questions, session times, participant count and pricing.

        Once published, DLYTE can begin matching the study with relevant participants.

        6. Review Participants

        Once your study is live, your team can track participants through each stage of recruitment and session attendance.

        The study management view shows a status summary across the top of the page, including:

        • Matched — participants DLYTE has identified as potentially suitable for the study
        • Invited — participants who have been invited to apply
        • Applied — participants who have submitted an application
        • Booked — participants with a confirmed session booking
        • Attending — participants who have confirmed or are expected to attend
        • Completed — participants who have completed the session
        • Exceptions — participants who may need attention, such as cancellations, no-shows or replacement issues
        • Capacity — how many participant places have been filled against the total required

        Below the status summary, your team can review individual participant details.

        This may include:

        • Participant name
        • Age
        • Location
        • Profile match score
        • Reliability indicator
        • Eligibility status
        • Recruitment status
        • Confirmed session date and time
        • Available actions, such as messaging the participant

        For applicants, your team can also review screener answers, relevant profile data and connection quality before deciding whether to accept, reject or waitlist them.

        This gives your team control over who progresses into the study, while still using DLYTE’s matching, eligibility and quality signals to guide selection.

        7. Run The Session

        Confirmed participants join the session through DLYTE.

        Their Join Session button appears 30 minutes before the session starts. Before entering the room, the participant must confirm consent to participate in a recorded research session and agree to the confidentiality requirement.

        Your team can also join through the study management area. Multiple team members can join the same session if one person is facilitating and another is observing or taking notes.

        8. Review The Session Afterwards

        After the session, the recording and transcript become available in the Session Review area.

        Your team can review what happened, identify important moments, add notes and create highlights.

        Moderated studies in DLYTE are designed to give your team more than a video call. The platform helps structure the setup, participant selection, scheduling, consent, session delivery and post-session review.

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