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]

5 minutes before our session: 

  • 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.
  • To prepare for our session, please view this email on your iOS device and follow this link to install the app.
  • Make sure you have a headset with a built-in microphone plugged into your iOS device. Headphones are mandatory.
  • From your iOS device, follow this link to check that you're on a strong internet connection. We recommend at least 5Mbps available both for uploading and downloading

Disable any notifications and close any other apps that might reveal sensitive information (passwords, personal conversations, etc.). The conferencing tool we’ll use will record everything on your screen.

Starting the session: 

  1. Open up this link: [Remote LiveShare Link] on your iOS device
    If the Participate app opens right away, proceed to Step 3
  2. If your browser app opens, tap "I already have Participate,” proceed to Step 3
  3. Read the message from us (If applicable) and tap "Get Started"
  4. Connect your headset if you haven’t already, and tap "Next"
  5. Enter your name and email address and tap "Next"

    NOTE: If you prefer anonymity, instruct Participants to enter their name as P1, 2,... and their email can simply be email@email.com

  6. Flick toggle button to 'Allow' notifications
  7. Flick toggle buttons to 'Enable' camera 
  8. Follow these steps to share your screen and turn on your microphone.
  9. When your screen says: 'All set!', just click 'Start session'. This will notify me, that you're ready. Please keep the app open while you wait for me to connect with you.
  10. At the start time of our interview, you will get a request in the app saying I'm trying to call you. Please hit “Accept” so we can begin.

Please let me know if you have any questions. I look forward to chatting with you! 

[Researcher’s First Name]


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:

  • Details about what your interview will be focused on
  • 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 for participant to sign
  • External links to surveys etc.

Here's a guide to share with your Participants, to help them get up and running:
Participating in a Live Research Session on your Apple device

Other Participant Email Templates

LiveShare - Remote Moderated
SelfTest - Unmoderated

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