Participating in a live research session on my Apple device

iOS Participant Guide

Russ Troester avatar
Written by Russ Troester
Updated over a week ago

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

  • Find a quiet spot to start the test

  • Read the communication from the Researcher and locate and tap the [Test URL] . It should look something like:

  • Read the welcome message from your Researcher and then tap 'Install Participate'

  • Install the Participate App from the App store.

  • Return to the welcome message and click '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

The following video will walk you through the setup process for your iOS device. You can also review the step-by-step instructions below.

1. Grab a headset

While it's not required to use wired or wireless headphones with a built-in microphone, a headset of some kind will help reduce background noise and echo. Therefore, use of a headset is strongly recommended.

2. 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

3. 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.

4. Turn on your camera and mic

  1. Typically the researcher would like to see your face. But sometimes researchers don't require you to turn on your camera. In which case, you can skip this step.

  2. Turning on your Microphone is mandatory, though.

Please note: If this is the first time running the Participate app, after toggling the camera and microphone to the "on" position, you'll have to tap Allow to give Participate access to the camera and microphone.

5. 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 Broadcast/Sharing is required.

This only allows the researcher to see and record what you see on 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.

To share your screen on iOS

  1. Tap Start Broadcast and then wait for the 3 - 2 - 1 countdown.

  2. Tap anywhere outside the grey box to proceed

  3. When you see the All set! screen, just tap Start Session

Joining the call

  1. Now that you've completed your setup as the participant, your moderator will be notified that you're ready to join and you'll see the message We're just waiting for the other party to join.

  2. When the research calls, 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! 🎉

Tip! Whenever you need to access the Instructions, tap Yellow Hand 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.

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.

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