In a remote, live research session, you'll be able to see and speak to the researcher. The researcher will be able to see you, hear you, and observe your screen throughout the duration of the session. The goal of these sessions is to provide your honest perspective and feedback on their app, website, prototype, content, etc.

First things first

5 minutes before the scheduled time

  • Grab your wired or wireless headset with a built-in microphone. Headphones are mandatory.
  • Install the Lookback Participate app onto your compatible iOS device
  • Find a quiet spot to start the test
  • Read the communication from the Researcher and locate the [Test URL] . It should look something like
  • The Participate app should open right away, then tap “I already have Participate
  • By continuing, you agree to record and upload your experience. Our Terms of Use and Privacy Policy are available for you to review.

Getting started

Grab a headset

It's required to use wired or wireless headphones with a built-in microphone. They reduce background noise and cut out echo.

Tell us who you are

  • Fill in your name and email address. We don't do anything with this information. It goes to the Researcher once the session is completed. 
  • If the Researcher doesn't require you to share your real information, just get creative and make something up! It's ok as long as your email address follows the format

Allow Notifications

  • This is just for us to alert you if there's a technical glitch during the session. Don't worry - we won't send any other notifications after your study ends.

Turn on your camera 

  1. Typically the Researcher would like to see your lovely face. If the Researcher hasn’t indicated to use your camera, you can decide to skip. You can't enable your camera again however, once the session begins.
  2. Microphone and Screen are required

Share your screen

  • The main aim of the test is for the researcher to observe how you interact with their website/app/ prototype. So 'screen recording' is required.
    Click Share screen. This only allows the researcher to see and record your screen. Don't worry, they can't control anything on your screen

Tip! Before you enable screen recording, remember to close any apps or websites with sensitive info (like passwords etc), that you may have open on your phone, as the Participate app records everything that's displayed on your screen.

  • Notice Participate app is selected for Screen Broadcast. This is the intended app that will capture the screen recording during the session. Participate will only record the screen during the session, once you exit the app there will not be any further audio or video recording.
  • Tap microphone on. If the microphone is disabled and off, it appears in grey.
    Red means 'On'.
  • Tap 'Start Broadcast'. And wait for the 3 -2-1 countdown.
  • Tap outside the grey box to proceed.

Tip! For more detailed steps and troubleshooting tips, read our article on iOS screen sharing permissions.

Joining the call

All set!

  • When you see the 'All set!' message, you know you're on track. Just click Start session.
  • And the Researcher will be notified that you're ready and waiting! 
  • When the Researcher calls you, just tap Accept to join the session.

Time to test

Voilà, now you can see the Researcher on your screen. And they can see you on their screen! Your session has officially begun! 🎉


  • Whenever you need to access the Instructions, tap Bubble...

Ending your session

  • Once you've completed the test, tap the Red Button (or red bar) on the top of your screen to end the session.
  • And then tap Stop.
  • Finally, tap End Session again to reconfirm.
  • Wait until you see the Researcher's message to ensure your sessions uploads successfully.

Bravo! Thanks for taking the time to participate in the session. 🌟

You can close the Participate App, the Browser and any other Apps you may have used during the test.

Did this answer your question?