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Email template – LiveShare on iOS
Email template – LiveShare on iOS

For remote moderated usability studies

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

We’re going to be chatting with you using the Participate App. The app will let me see your screen, record your face camera, and our conversation.

At least 5 minutes before our session:

  • Download the Participate app from the App Store.

  • Close any other apps, websites, and notifications with sensitive info like passwords etc.

  • Check to make sure you're on a strong WiFi connection (not cellular). We recommend a speed of at least 5Mbps up and down.


Starting the session:

  1. Open up this link: [Remote LiveShare Link]

  2. Follow the instructions in the video below. You can also review this help article for step-by-step instructions.


For the researcher

We encourage you to modify the email template above to fit your needs. A few things you may want to include in your email:

  • 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 a website or URL-based prototype, include instructions to tap on Browser (only if applicable)

  • If the participant is testing an App or a Prototype viewed in an App, include 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 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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