Ebook
The Builder's Guide: How to Find and Onboard Beta Testers
Overwhelmed by the prospect of finding beta testers? Get strategies for identifying your testers, creating targeted outreach, and developing a smooth onboarding in this Builder's Guide.
PDF · 13 pages · March 21, 2023
Recruiting warm bodies is rarely enough for a beta test. Each test needs testers who fit the product, the audience, and the activities. This guide is for anyone who has to find those people, invite them well, and get them ready before the test begins.
Eight steps in three parts cover the work: define your testers, reach out to candidates, and onboard the ones who sign up. A worksheet helps you capture your requirements, outreach plan, and message.
What’s inside
Core requirements and ideal testers
How to list the must-have traits every tester needs, then describe the wider profile of an ideal tester that closely resembles your target market.
Outreach channels and messages
Common recruitment channels, from customer lists to social media, and four keys to a message: be succinct, stress exclusivity, be discreet and state expectations.
Sign-up page and screener tips
What a tester sign-up page should include, plus do and don't tips for writing screener surveys that qualify the right people.
A tester onboarding checklist
Questions to confirm testers know the details, expectations and confidentiality rules, have the documentation, and have received the product before the test starts.
