Hey [Participant First Name],
Thanks for your willingness to participate in our research study. Please read this email carefully as it contains important information you need to know for this project.
Call Time & Date: [Start time - End time] on [Date]
Compensation: [Details of Compensation]
At least 15 minutes before our session:
Make sure you have a compatible operating system and browser. We will chat with you via Lookback's platform, using your web browser, so please click here to see a full list of supported operating systems and browsers.
Close any other apps, websites, and notifications with sensitive info like passwords etc.
Check to make sure you're on a strong internet connection. We recommend
at least 5Mbps available both for uploading and downloading.
Starting the session:
Open up this link: [Remote LiveShare Link] – remember to use Google Chrome, Microsoft Edge, or Brave
Follow the instructions in the video below [link to video can be found here]. You can also review this help article for step-by-step instructions.
Please let me know if you have any questions. I look forward to chatting with you!
Thanks,
[Researcher’s First Name]
For the researcher/moderator
We encourage you to modify the email template above to fit your needs. A few things you may want to include in your email:
The above template assumes you are using our extension-free beta (default setting). If you are using the Chrome extension instead, you can replace step 2 under Starting the session with instructions from this help article.
If you prefer anonymity, instruct your Participants to enter their name as P1, 2,... and their email can simply be email@email.com
Instructions regarding what the participant should do (tasks to complete, questions to answer, etc.)
If the participant is testing an App or a Prototype viewed in an App, include instructions on how to navigate away from the browser to your App (only if applicable)
Info about what a participant should do if they need to cancel or reschedule
Reminder for Participant to call from a place with strong wifi (we recommend at least 5Mbps for upload and download speeds) and no background noise
Contract / Consent Form for participant to sign — if applicable
Links to an external survey etc. — if applicable