Creating a truly user-friendly digital product is impossible without conducting usability testing. While approaches like Heuristic Evaluation can help you pinpoint and address usability problems from an expert’s perspective, they might not provide the full picture. The truth is that, no matter how much effort you’ve put into preparing, unexpected issues can still arise once your product reaches the hands of actual users.
In this guide, we’ll walk you through everything you need to know about Usability Testing—what it is, the different usability testing types, how it differs from user testing, and the key steps to carry it out effectively. Let’s dive in!
What is Usability Testing?
Usability Testing is a key UX research method used to evaluate the user experience of a website or app. It helps product teams determine how intuitive and user-friendly their designs are.
In usability testing, participants are asked to perform specific tasks while observers—such as product designers or UX researchers—observe and collect insights into how the product performs from the user’s perspective. This process aims to:
- Determine if users can successfully and independently complete tasks.
- Evaluate their performance and emotional responses while interacting with the product.
- Gauge how enjoyable and satisfying the experience is for users.
- Identify usability issues and uncover potential solutions.
Usability Testing vs User Testing: What are the differences?
Both usability testing and user testing are essential methods in user-centered design. However, they serve different purposes and are used at distinct phases of the product development process. Here is a detailed breakdown of the differences:
1. Primary focus
Usability Testing focuses on the ease of use and user experience of a product. It helps answer the question: "Is this product intuitive, user-friendly, and functional?" by identifying design issues like confusing navigation, inefficient workflows, or unclear CTAs. This helps improve the product’s usability so that users can achieve their goals quickly and efficiently.
Whereas, User Testing centers on the target audience's acceptance of the product or idea. It examines whether the product resonates with the target users, solves their problems, and fits expectations, helping validate the question: "Will my intended users use and adopt this product?"
2. Audience
The audience for Usability Testing does not necessarily have to belong to a specific user segment or demographic. This test can involve any persona who interacts with the product or application, as its main purpose is to test the ease of use and functionality.
User Testing, on the other hand, focuses specifically on the target audience to ensure that the product aligns with the expectations, needs, and behaviors of the users it is designed for.
3. Execution Phase
Usability Testing is typically performed after the design phase when a prototype or semi-finished product is available to identify and fix usability issues in the design. This helps the design team refine the product for better user experience.
User Testing, however, can be conducted at various stages throughout the product lifecycle—even before a design or prototype exists. It is often employed in the early stages of development to validate concepts, understand user needs, and gather feedback on feature ideas. Later, it can also be used to evaluate low-fidelity wireframes or mockups, ensuring the product aligns with user expectations before significant development resources are committed.
4. Testing methods
When conducting Usability Testing for websites or apps, product designers commonly utilize techniques to identify issues and evaluate user experience such as First Click Tests, Session Recordings, Observation, Eye Tracking, or Prototype Testing.
On the other hand, User Testing focuses on methods that gather insights into user expectations and validate the product concept, including User Interviews, Contextual Inquiry, and User Surveys.
Types of Usability Testing
Usability testing can be categorized in various ways, each with unique approaches and benefits. Let’s explore the main types below:
1. Qualitative vs Quantitative Testing
First, depending on the nature of the insights gathered, usability testing can be categorized into qualitative and quantitative testing:
- Qualitative Testing focuses on understanding the why behind user behavior by capturing in-depth insights, observations, and user feedback that help explain what users think and feel when interacting with a product. The goal is to uncover pain points, frustrations, and motivations that numerical data alone cannot reveal.
- Quantitative Testing focuses on measurable, numerical data (task success rates, time-on-task,...) that evaluates usability and performance objectively. This method answers how much or how often something happens, allowing teams to track improvements over time.
2. Moderated vs unmoderated testing
Next, based on the level of facilitator involvement, usability testing can be categorized into moderated and unmoderated testing:
- Moderated Testing involves real-time interaction where a facilitator guides participants through tasks, observes behaviors, and asks follow-up questions. This approach provides deeper insights and immediate feedback, making it ideal for early design stages.
- Unmoderated Testing allows participants to complete tasks independently without a facilitator’s presence. Instructions and tasks are provided in advance, and user interactions are recorded for later analysis. This approach is faster, more scalable, and cost-effective, while also encouraging natural user behavior.
3. Remote vs In-person Testing
Finally, based on the location where testing is conducted, usability testing can be divided into remote and in-person testing:
- Remote Testing (Usability Testing Online) allows participants and facilitators to interact from different locations. It can be moderated or unmoderated, offering flexibility and access to a geographically diverse audience at lower costs. However, it may be impacted by technical issues such as poor internet connectivity and is less effective at capturing non-verbal cues.
- In-person Testing requires participants and facilitators to be in the same location, enabling close observation of non-verbal cues like facial expressions or body language. It provides a controlled environment, making it ideal for testing interactive prototypes or hardware, but it is resource-intensive and limited to local participants.
Read more: 8 Common Usability Testing Methods in User-Centered Design
When should you do Usability Testing?
Usability testing is crucial at every stage of a product’s lifecycle to ensure it aligns with user needs and provides a smooth experience. Here are the key periods when usability testing is most effective:
1. Before Development Phase
Once a wireframe or prototype is ready, testing its usability is vital to understand how users interact with the layout, structure, and functionality. At this stage, usability testing identifies navigational issues, unclear instructions, or design flaws, allowing adjustments before significant resources are invested in full development.
2. Before Launching the Product
Before releasing the product, Usability Testing helps uncover usability bugs and verify a smooth user experience. Techniques like task analysis or A/B testing evaluate how effectively users complete specific actions, ensuring the product is ready for a public launch.
3. At Regular Intervals After Launch
Even after the product is live, regular Usability Testing is essential which allows businesses to identify new issues, adapt to changes in user behavior, and improve the product over time. This ongoing process ensures your product continues to meet user needs and stays competitive in the market.
How to do Usability Testing?
The Usability Testing process helps identify pain points and improve user experience by observing real users. Here, we’ll outline the key usability testing steps to conduct effective testing.
1. Define Objectives, Scope & Testing Method
At the beginning of the usability testing process, you should define:
- Testing Objectives: Determine what you aim to achieve with the usability testing. For example, you may want to assess ease of navigation, identify barriers to task completion, or improve the user experience for a specific user group.
- What to Test: Identify the specific aspects of your product you will test (e.g., navigation, checkout process,...) and which user tasks will be included.
- How to Test: Decide on the usability test methods and you choose based on the level of control you want over the process as well as the resources available. From here, you can identify relevant usability testing metrics to track performance, such as Task Success Rate, Time on Task, Error Rate,...
2. Set up user tasks
Once you've defined the scope of your usability test, it's time to translate that scope into specific user tasks. These tasks are what participants will perform during the test, and they’re key to evaluating the usability of your product.
- Prioritize Key Actions: Focus on essential tasks that align with your objectives, such as completing a checkout or finding specific information. Limit to 3–5 tasks per participant to avoid fatigue, keeping sessions within a 60-minute timeframe.
- Create Realistic Scenarios: Frame tasks within real-world scenarios to encourage natural interactions. For example, instead of saying, "Click the 'Buy Now' button," use a scenario like, "You want to purchase shoes—how would you do it?" This helps reveal genuine user behavior and potential issues.
- Run a pilot test: Before conducting the full usability tests, pilot testing can help you identify and refine any issues with task clarity, instructions, or the testing setup. Ideally, you can recruit someone within your organization who isn’t directly involved in the project to reduce bias. A pilot test serves as a "trial run," ensuring the process is smooth and effective before launching the main usability testing.
3. Recruit participants
Recruiting the right participants is essential for the success of your usability testing, as the quality of insights you gather depends on having users who represent your target audience. Here's how to effectively recruit participants:
- Define Your Target Audience: Identify the key characteristics of your ideal participants, such as demographics (age, gender, location), behaviors (e.g., shopping habits, online activity), and experience with similar products.
- Determine Sample Size: You don’t need a large sample size for usability testing—typically, 5–7 participants are enough to uncover most usability issues. If needed, you can test in waves—conducting multiple rounds with small groups, analyzing results after each session, making adjustments, and testing again to confirm improvements or uncover new issues.
- Decide Recruitment Method: There are various methods to recruit participants, such as using an existing user database, reaching out through social media or online communities, leveraging third-party services like UserTesting or Respondent, or even tapping into your network.
- Use Screener Questions: You should create a screener survey to ensure participants meet your criteria. Questions like “How often do you shop online?” or “Have you used financial tracking apps before?” can help you filter candidates. However, it’s essential to keep questions neutral to avoid revealing desired answers and biasing responses.
Once you’ve selected your participants, confirm the schedule and provide clear instructions about the test session, including any devices or tools they need to bring.
4. Facilitate Usability Testing
Now it’s time to execute the Usability tests. Whether in person or remote, the way you facilitate the test greatly impacts the quality of the insights you gather. To maximize the value of the session, consider the following:
- Set Up the Right Environment: Create a testing space that feels natural to users. For in-person tests, you should choose a quiet, comfortable setting free of distractions. For remote testing, ensure participants have the necessary usability testing tools, such as a stable internet connection and required software. Remote tools like Zoom, Google Meet, or specialized platforms like Lookback and UserTesting are ideal for conducting these sessions, as they offer features like screen sharing, live interaction, and session recording.
- Provide Clear Instructions: Brief participants on the session’s purpose, making sure they understand the goal is to evaluate the product, not their abilities. Avoid giving hints or guiding them toward specific actions—let them navigate freely.
- Observe and Interact: Watch participants as they work through the tasks, noting any confusion, hesitation, or mistakes. Encourage them to think aloud by asking usability testing questions, such as "What are you trying to do?" or "What are you thinking right now?" This helps uncover any discrepancies between the user’s expectations and the actual product experience.
5. Document the test results
After completing the usability testing session, it's important to document and integrate the results into a detailed usability testing report. Begin by categorizing the issues participants faced, such as navigation difficulties, checkout errors, or confusion with labels.
If applicable, you should take screenshots, record video snippets, or use heatmaps to visually highlight areas where users struggled or interacted with the product. These visual aids offer a clearer understanding of user behavior and the specific issues they experience.
By carefully documenting the results, you lay the groundwork for identifying usability issues and making data-driven adjustments to enhance the user experience.
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Conclusion
In this blog, Lollypop has shared the ultimate guide to Usability testing UX —an essential process for identifying and resolving potential usability issues that real users may face with your product. Even if your digital product is performing well, unforeseen challenges can arise, making regular testing vital to maintaining a seamless user experience.
If you're looking for a UX Audit service provider to evaluate and enhance your digital product, our team of design experts is ready to conduct thorough product usability tests, providing a detailed evaluation report tailored to your unique needs.
As a leading UI/UX design studio, Lollypop specializes in delivering comprehensive product development from UX Research, Product Design, and Development across various digital platforms. Contact us today to schedule a FREE consultation and explore how we can implement usability testing standards to enhance your product’s user experience!
You may want to read more about: The Ultimate Guide to Heuristic Evaluation in UX Design
Frequently Asked Questions (FAQs)
- How many methods does Usability Testing have?
Usability testing involves a variety of methods, which can be categorized by the interaction type and setting. These include Moderated + In-Person Testing Methods (such as Lab Testing and Guerrilla Testing), Moderated + Remote Testing Methods ( Phone/Video Interviews and Card Sorting), Unmoderated + Remote Testing Methods (Session Recording and First-Click Testing), and Unmoderated + In-Person Testing Methods (Observation and Eye-Tracking).
- What is the difference between mobile app and web app Usability Testing?
Mobile app Usability Testing focuses on understanding how users interact with apps on smaller screens and touch interfaces. It considers factors like gesture navigation, screen size constraints, performance on different operating systems (iOS/Android), and usability in on-the-go scenarios. In contrast, Usability Testing of Website applications evaluates user interaction through browsers on larger screens, typically desktops or laptops. It examines layout adaptability, cross-browser compatibility, and ease of navigation using a mouse and keyboard.
- What methods that are not Usability Testing?
Some methods are often confused with usability testing in UX Research, but they are not technically part of it, though they can still enhance the process. These include A/B testing, which compares different webpage versions to identify the most effective one; Acceptance testing, a quality assurance step to ensure software functionality without focusing on usability; Focus groups, where participants share opinions on a product; Surveys, which gather user feedback and can complement usability testing; and Heatmaps, which show user interaction patterns on a page, offering aggregate data instead of direct usability insights.
