Genealogy Research Platform User Experience Study

Optimize Your Genealogy Platform with User-Centered Research

Understanding how genealogists build family trees, manage source citations, and control privacy settings is essential for creating a genealogy platform that truly serves your users. This Genealogy Research Platform User Experience Study template is designed specifically for UX researchers, product teams, and genealogy software developers who want to deeply understand their users' workflows and pain points.

Why This Template Works for Genealogy Platforms

Genealogy research is uniquely complex—users need to manage historical documents, verify sources, connect relatives across generations, and make careful decisions about privacy. This template covers all critical aspects of the user journey, from tree-building workflows to collaboration preferences, helping you identify where your platform can better support researchers.

The form includes sections on current tool usage, tree-building habits, source citation workflows, relative suggestion preferences, and privacy control expectations. You'll gather both quantitative ratings and qualitative insights that reveal exactly what genealogists need from their research platform.

Perfect for Product Teams and UX Researchers

Whether you're developing a new genealogy platform, improving an existing one, or conducting competitive research, this template gives you the structured data you need. Use it for remote user interviews, usability studies, beta testing feedback, or ongoing product research.

With Paperform's conditional logic, you can tailor follow-up questions based on experience level or tool usage, ensuring every participant provides relevant insights. And with Stepper (stepper.io), you can automatically route responses to your product management tools, create tasks for your development team, or trigger follow-up interview scheduling based on particularly insightful responses.

The AI Insights feature helps you quickly identify common themes across dozens of user interviews—perfect for synthesizing findings into actionable product improvements without hours of manual analysis.

Trusted by research teams building the next generation of genealogy tools, this template helps you make user-centered decisions backed by real data.