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. 

This is a remote unmoderated test so it's very important we hear you! Please speak aloud throughout the study so we can gather your thoughts and perspectives.

Call Time & Date: [Start time - End time] on [Date] 

Setup:
We will capture your feedback through an app that will record your phone screen, face video, and audio. Please follow these steps to start testing: 

  1. Check you're on a good Wifi Connection.
  2. Open up this link [Self-Test Link] on your phone. When it prompts you to install the Participate App, install it.
  3. Once the app has downloaded, tap on the above link again and click "I already have Participate", this time.
  4. Please read the welcome message from us (If applicable) and tap "Participate".
  5. Connect a headset with a built in microphone and tap "Skip".
  6. Enter your name and a valid email address and tap "Next".
  7. When asked to "Allow Notifications" switch the toggle button to green and tap "Allow" and then "Next".
  8. Then tap "Ok" and then "Next" to  "Turn on Camera".
  9. Follow the setup steps in the app to 'Record your Screen' and 'Turn on Mic':
    - Turn on Mic (Red means "On")
    - Tap "Start Broadcast"
    - Wait for 3 seconds
  10. During your session you can use the Bubble with the "Yellow Hand icon" to go to our website / prototype (that you'll be testing) or to pause or resume the session. Go ahead and practice using the bubble.
  11. Just tap  the Bubble with the "Hand icon" to "Start" providing feedback on our product. 
  12. Read our instructions and  tap the Bubble with the "Yellow Hand icon" again to be taken to our website / prototype (if applicable).
  13. If you need to refer to our instructions again, tap the Bubble with the "Yellow Hand icon" 
  14. If you’d like to pause the session at any point,  tap "Pause" on the "Instructions Screen". Tap "Resume" to continue.
  15. Once you're done reviewing our product, tap the "Red Button" (or "Red Bar") on top of your screen to "End Session. And tap "Stop" to reconfirm.
  16. Click "Yes, end and upload"  and remember to:
    - Keep the Participate App open
    - Ensure your device is awake while uploading happens (disable 'Lock Screen')
  17. Wait for the screen that shows your uploading progress until it reaches 100%. Tap "Done" to close the test session.  

Compensation: [Details of Compensation]

Please let me know if you have any questions. 

Thanks,
[Researcher’s First Name]

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Please Note

You'll probably need to modify the email template above to fit your exact research project. A few things you may want to include in your email:

  • Instructions regarding what the participant should do during interview (tasks to complete, questions to answer, etc.)
  • If participants are testing an App  - Instructions on how to navigate away from the Participate App to your App (only if applicable)
  • Info about what a participant should do if they need to cancel or reschedule
  • Reminder for the participant to test from a place with strong wifi and no background noise
  • Contract for participant to sign
  • External links to surveys etc

Here's a link to a Tutorial for Participants: Self-Test on iOS

Other Participant Email Templates

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