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Email template – LiveShare on Desktop
Email template – LiveShare on Desktop

For remote moderated usability studies

Russ Troester avatar
Written by Russ Troester
Updated over 2 months ago

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:

  1. Open up this link: [Remote LiveShare Link] – remember to use Google Chrome, Microsoft Edge, or Brave

  2. 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

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