Dedicating resources to UX research will help you build a product that truly meets the needs of your target audience and stands out from the crowd.
And that’s the best way to succeed in a competitive market.
3 types of UX research methods
So, we’ve established that investing in UX research is crucial – but, which types of UX research methods are out there?
There are 3 main ways you can classify UX research methods:
Attitudinal vs. behavioral
Qualitative vs. quantitative
Formative vs. summative
Attitudinal methods focus on what users say about your product, while behavioral methods examine how they actually use your product.
In other words, attitudinal methods will help you understand the “why” behind user preferences while behavioral methods help you understand how users really interact with your product.
Next, you have the difference between qualitative and quantitative methods – qualitative methods give you non-numerical data while quantitative methods give you numerical data.
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Qualitative methods will show you how your users feel about their experience using your product and quantitative methods measure specific metrics.
Finally, you have formative and summative research methods.
Formative methods are done before you launch your product and make sure it meets users’ needs.
Summative methods, on the other hand, are done after launch or an update to measure how successful it is.
So, let’s compare the different UX research methods you should use.
UX research methods – a comparison
Research method
Description
When/why to use it
Type
Concept testing
Testing potential products and features before they’re fully developed
Early in the design phase to validate ideas
Qualitative, attitudinal, formative
Five-second test
Measuring users’ first impressions of your product
To evaluate the clarity and impact of your design
Quantitative, behavioral, formative
Focus group
Guided discussion with a group (4-8) of users
When exploring new concepts and ideas
Qualitative, atittudinal, formative
Ethnographic study
Observing users in their natural environment
To understand real-world user behaviors
Qualitative, behavioral, formative
Tree testing
Evaluating the findability of topics/menus in your product
To test your product’s navigational structure
Quantitative, behavioral, formative
A/B testing
Comparing 2 versions of a page to see which performs better
In order to make optimization decisions based on data
Quantitative, behavioral, summative
Clickstream analytics
Analyzing the path users take when using your product
To understand user navigation and improve user flow
Quantitative, behavioral, summative
Unmoderated usability testing
Users complete tasks on their own to find usability issues
When you need quick and diverse user feedback
Qualitative and quantitative, behavioral, formative
Eyetracking
Study where and how long users look at different parts of the UI
To understand users’ visual attention and improve layout/information hierarchy
Quantitative, behavioral, formative
First click test
Tracking where users first click when given a task
To test navigation and findability within your product
Quantitative, behavioral, formative
Usability benchmarkin-g
Comparing the usability of your product compared to industry standards or previous versions
Regularly through your product’s lifecycle
Quantitative, behavioral, summative
Card sorting
Users place individually labeled cards into groups that make sense to them
When designing and refining your information architecture
Qualitative, attitudinal, formative
Quantitative usability testing
Setting specific tasks for users and measuring performance with quantitative data
To objectively evaluate your product’s usability
Quantitative, behavioral, summative
User interview
Structured or semi-structured interviews focused on users’ experience and needs
Throughout the design process
Qualitative, attitudinal, formative
Field study
Observing and interacting with users in their natural environment
To get detailed, context-specific insights
Qualitative, behavioral, formative
Retrospective think-aloud protocol
After users complete a task, you replay their actions and ask them about their thought process
When you want to understand users’ thought processes when using your product
Qualitative, attitudinal, summative
Wizard of Oz
Users interacting with a product they think is fully functional, but it’s in fact controlled by the researcher
Early in development to test concepts without fully building your product
Qualitative, behavioral, formative
Multivariate test
Similar to A/B testing, but tests combinations of variables
When optimizing complex pages or user interactions
Quantitative, behavioral, summative
Participatory design
Involving users directly in the design process to ensure your design meets their needs
Early in the design process
Qualitative, attitudinal, formative
Survey
Quickly collecting a large amount of data from a broad audience
When you need broad qualitative and quantitative insights at scale
Qualitative and quantitative, attitudinal, summative
Diary study
Users record their experiences and interactions so you can study long-term usage patterns
To understand how users’ experiences change over time
Qualitative, attitudinal, summative
Paper prototyping
Creating and testing design ideas on paper to quickly test and validate design ideas
Very early in the design process to quickly iterate design concepts
Qualitative, behavioral, formative
Task analysis
Breaking down individual tasks into their components to understand user behavior
To deeply understand and improve complex tasks in your product
Qualitative, behavioral, formative
Top 23 UX research methods
Here, we’ll cover each UX research method in more detail.
Concept testing
Concept testing is the process of testing potential products and features with users before committing to full development.
Here, you present the concept using visuals or prototypes – the point of concept testing is to see if your users can understand and easily use your product.
And here are a few other benefits of concept testing:
As the name suggests, It’s really simple – you show your users a design for 5 seconds and measure their first impressions.
You ask them what they remember the most about the design and how it made them feel about your product.
It’s a great way to quickly validate your product’s design and visual language and find areas for improvement.
Focus group
A focus group is a guided discussion with a group of users (usually 4-8) from your target audience.
It’s a moderated discussion and you use a set of prepared questions to lead the conversation.
You should use focus groups when you’re exploring new ideas or features for your product – the diverse perspectives you get will help you cover all your bases.
The qualitative data you collect will help you build a product that’s tailor-made for your target audience.
And that’s key for success in any market.
Ethnographic study
An ethnographic study is when you observe how users interact with your product in their natural environment.
This means that you go into the field and see how users actually use your product outside of a controlled environment.
These observations and interviews with the participants will show you if they have any unexpected challenges or issues when using your product in their day-to-day lives.
Ethnographic studies are a great option when you’re designing a product for a new market or a diverse user base.
Tree testing
Tree testing is a UX research method that evaluates the findability of certain topics in a website or a product.
Users are tasked with finding items based solely on your product’s hierarchical structure.
This will help you improve the usability of your product i.e. make it more user-friendly and easy to use.
A/B testing is a great choice when you want to make data-driven decisions about small changes that might have a huge impact on your users’ behavior.
Clickstream analytics
Clickstream analytics analyze the path users take when using your product.
It will help you understand:
How they navigate
What pages they visit
How long they stay on each page
Where they drop off
To do it, you first need tracking software like Google Analytics to gather data on every click made by users.
Then, you analyze the most common paths they take to identify patterns – both successful user journeys and points where they struggle and drop off.
This will help you improve your product’s user flow and overall usability.
Unmoderated usability testing
Unmoderated usability testing means doing usability tests in your users’ natural environment without direct supervision.
With it, you get insights into how real users interact with your product and it will help you find any usability issues you might miss during moderated usability testing.
The point of eyetracking is to find out where users spend the most time and which areas they overlook (and why) – this way, you’ll know what you need to improve.
It’s especially useful if your product has a detailed and complex UI.
That’s because where users focus their attention will affect your content placement and design choices.
And you need to nail that if you want to give them a great experience.
First click test
The first click test is a UX research method that measures how intuitive and navigable your product’s UI is by tracking where users first click when given a task.
Here, you test common tasks they’re likely to perform in your product, like finding a particular menu.
Then, you measure how often their first click leads to them successfully completing a task.
It’s a good way to evaluate your product’s layout and navigation and you should use it after making changes to your UI or when you launch new features.
And it will help you ensure users can find what they need quickly and efficiently, which is key for a good experience.
Usability benchmarking
Usability benchmarking is when you compare your product’s usability against established industry standards or a previous iteration.
Here, you quantify UX attributes like efficiency, user satisfaction, and error rates to get a clear idea of your product’s performance over a period of time.
So, how do you do it?
First, you need to choose the usability metrics you want to track, like:
Error rate
User satisfaction scores
Time to complete tasks
Then, you need to do regular usability tests to collect data points you can compare to industry standards or historical performance data.
Usability benchmarking is especially important after major redesigns or updates – it shows you the impact of the changes and helps you maintain quality standards.
Card sorting
Card sorting is a research method you can use to help design and assess your product’s information architecture.
During card sorting, participants organize topics into categories that make sense to them – this will show you how your users think and what they expect from your product’s content structure.
So, how exactly does it work?
To start, you prepare cards with each representing a different feature or piece of content.
Then, you ask the participants to sort them into groups that seem logical to them.
Finally, you analyze how they group and label these categories and find the most common pattern – this will improve your product’s information structure.
It’s particularly useful early on in the design process and will help you ensure your product is easy to understand and use.
Quantitative usability testing
Quantitative usability testing focuses on measuring different aspects of your product’s UX with numerical data from specific metrics.
Some of the metrics you should track are:
Completion time
Error rates
Task success rates
This data will help you objectively evaluate your product’s performance and will help you find any usability issues it might have.
It’s a key research method you should do before a product launch or after major changes and it will give you concrete evidence to support UX improvements.
User interview
User interviews are one of the best ways to get in-depth qualitative data and feedback from your users.
You’ll get detailed insights and opinions you can’t get through other research methods.
So, what’s the secret to a successful user interview?
The key to a successful user interviews is preparing open-ended questions and doing one-on-one interviews with each individual user.
This way, they’ll be able to talk at length about their experience and feelings when using your product.
User interviews are most effective early on, during product discovery, so you understand what users expect from your product.
But, they’re still valuable at every stage of your product’s lifecycle (especially after releasing new features) and you should do them on a regular basis.
Field study
Field studies involve observing how users interact and use your product in their natural environment.
This will give you an idea of how your product fits in with their daily lives and routines.
Here’s a breakdown of the types of field studies you can do:
Field studies are key if you’re building a product that’s mostly used in a specific environment or if the context of use affects its UX.
You’ll get insights and data you otherwise wouldn’t be able to get in a controlled environment.
And that will help you build a product that will actually meet your users’ needs.
Retrospective think-aloud protocol
The retrospective think-aloud protocol is a method that involves users explaining and talking about their actions after completing a task.
This way, you’ll find out about their thinking and decision-making without interrupting them while they’re doing the tasks.
So, after they’ve completed the tasks, you ask them to review recordings of their session and explain what they were thinking at each step.
This will give you an idea of their thought process and decision-making and help you find any usability issues.
It’s particularly valuable if your product has a complex interface and if your users’ cognitive processes are key to a successful design.
Wizard of Oz
The Wizard of Oz method involves making users believe they’re interacting with a working product while it’s in fact controlled manually by an unseen person.
It’s a good way to test and prototype features you haven’t fully developed yet.
So, a user interacts with your product’s interface just as they would with a fully working product, but the responses are manually provided by the “wizard” controlling the interface.
This allows you to test hypotheses and validate assumptions without spending time and money actually building the features.
It’s most beneficial in the early stages of product development, when you want to quickly test and refine ideas without committing to full development.
Multivariate test
Multivariate testing is a UX research method that tests multiple variables simultaneously to see how they affect user behavior.
It’s similar to A/B testing, except with multiple different versions of a page or screen instead of just 2.
And you should track the same metrics as in A/B testing, such as:
Time on page
Click-through rate
Conversion rate
Testing multiple variations is especially useful if you want to optimize several elements at the same time and want to see how well different elements work together.
Participatory design
Participatory design is a UX research approach where you directly involve users in the design process.
This will help you get a deep understanding of their needs and get buy-in from your target audience from the start.
The most effective way to do participatory design is setting up workshops where your users will work together and sketch out with your product designers.
You should do it at the earliest stages of the design process to ensure your product meets your users’ needs before you even start building it.
It’s one of the best ways to ensure you’ll get a product-market fit.
Survey
Surveys are a very valuable tool for getting feedback from a lot of users at scale.
And the best part?
They’re a very versatile method and you can get both quantitative and qualitative data, you just need to use both open-ended and closed-ended questions.
Here’s just a few types of UX research surveys you can use:
Then, you need to give participants clear instructions on what to record, like:
Usage context
Satisfaction levels
Issues they encounter
Finally, once enough time has passed, you collect the diaries and analyze them to find patterns and insights about how they used your product.
This will help you understand how their experience evolved over time and what you need to do to improve your product’s UX.
Paper prototyping
Paper prototyping is a low-fidelity UX research method that lets you quickly and cheaply test design ideas.
As the name suggests, you roughly sketch different UI screens and layouts on paper.
Then, you present that to users who “interact” with the prototype and then leave feedback.
It’s a great way to test ideas without spending time and resources on building them.
And it’s especially useful early on in the design process when you want to rapidly iterate and test a number of different ideas.
Task analysis
Task analysis is a UX research method that breaks down a user’s activities into smaller steps so you can better understand how they complete tasks and where they have issues.
To do it, you identify tasks users do when using your product and break each task down into detailed steps.
Then, you watch how users perform these tasks and try to find struggles they have or inefficiencies you can improve.
Task analysis is key if you’re optimizing complex processes in your product and can help you improve your product’s user flow and overall UX.
It’s also a good way to identify features and functionalities you might be missing.
UX research methods: FAQs
The 3 main types of UX research are:
Attitudinal vs. behavioral
Quantitative vs. qualitative
Formative vs. summative
The methods you end up using depend on:
Your research goals
The stage of the UX design process
Who your users are
The resources you have available
The top UX research methods you should use are:
User interviews
Surveys
A/B testing
Quantitative usability testing
Diary study
Need help with UX research?
Do you have a great product idea but you’re not sure where to start?
You’re in the right place.
We can help you set up workshops and we’ll use modern UX research methods to validate your idea, making sure it meets your users’ needs.
If you want to learn more, check out our product discovery process and feel free to get in touch with us for more information.
Ivan is truly passionate about what he does. In his role as Lead Product Manager, his strength is shaping products that not only meet market needs but also wow their users. And with over a decade of experience at software companies and startups, he knows all the ins and outs of building successful products.
In his spare time, he enjoys staying active, whether it's hitting the gym, playing sports, or hiking. His dream office? A terrace in Komiža on the island of Vis, taking in the warm Adriatic sun.