Different project phases require different solutions. You can choose how to engage with your customers by selecting the Project Type that better fits your goals.
Use Beta Projects to engage and validate the product you are building before launch.
In this article
Create a Beta Project
1. Name the Project.
This name will be also visible to your testers.
Starting a new project from the projects home page and typing its name in the first step
2. Choose Beta Project type to engage and validate the product you are building before launch.
The project type step, choosing between a Beta, Survey or Feedback project
3. Choose where to engage with your users.
We want to help you engage with your users by meeting them where they are in their product journey.
- Stomio gives you the option of using Stomio responsive platform, as a companion to drive user feedback submission.
- Also, you can engage with your users via Stomio widget in your web application for a frictionless experience without leaving your app.
The Where users engage step, choosing between collecting feedback in Stomio or through a widget in your own app
4. Start your project
Start your project by selecting Blank Project or AI powered Project. You can use our library of templates, simply build from scratch or utilize help from AI to build a highly impactful voice of customer project is launched in minutes not days.
The Start your project step, choosing between a blank project and an AI powered one
Build the Project
Building projects quickly is vital for product teams because it accelerates feedback loops.
- You can build your project by using our AI-powered task creation assistant. Enter a description of your product and a list of objectives you want to achieve. Stomio AI will generate a flow. Do final modifications to your needs and start your project!
AI generating a full task flow from a product description, ready to edit
- You can also save time by using our library of ready-to-use templates that fit your specific needs. Or create your own customized templates so you can re-use them as many times you need and save time and effort in future projects.
The Templates panel, offering ready-made tasks grouped by hardware, software and general research
- Building from scratch or jump start your flow with our intuitive and user-friendly task creation flow.
Building a task from scratch, adding steps and picking a step type such as Rate
Beta stages
When creating a new beta, there are 3 consecutive stages:
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Draft: In this stage, you can collaborate with your teammates around creating instructions for your testers using tasks. You can also start adding testers to the beta but they will not receive invitations yet. This helps you plan your beta units distribution if you are running a limited number of units program.
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Published: when you publish your beta, your testers get invited to the beta. They will only be able to see the beta, and read announcements during this stage. You can still add more testers to your published beta.
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Active: when you have everything ready, launch your beta so your testers start executing on the tasks assigned to them and reporting issues. You can still add more testers at this stage and they will see their tasks immediately.Setting an accurate target end date for the beta is important at this stage so your testers understand the time remaining to finish their tasks.
An active beta's dashboard, with completion rate, open comms, the tester funnel and the opt-in QR code
Pro Tip - Use announcements to keep your testers motivated and communicate important updates such as firmware updates.
Add teammates and testers to your Beta Project
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Invite teammates to your beta. You can collaborate with your teammates during the setup time (optional).
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Invite testers to your beta. Adding testers to your beta when in draft mode will NOT result in any action on the tester side. See more in the 3 stages of beta next.
The empty Testers page for a beta, with the Add to Project button to invite testers