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

  • If you already have Chrome installed, make sure you have the most up-to-date version. 
  • Finally, check your internet connection from the location you'll be taking the study. Paste this link into your Chrome browser. We recommend at least at least 5Mbps available both for uploading and downloading.

5 minutes before the scheduled time

  • Find your headphones with a built-in microphone for clear audio.
  • Pick a quiet environment for your test.
  • Read the communication from the researcher and find the [Test URL] . It should look something like
  • Now you'll see a welcome message from the researcher.
  • Go ahead and click Get started.

Getting started

Grab a headset

  • Make sure you have a headset with a built-in microphone plugged into your iOS device. 

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

Enable mic

  • Make sure your headphones are connected properly and choose a mic from the dropdown menu. You won't be able to continue the test without enabling mic.

Turn on your camera

  • Opt-in to share your camera with the Researcher. This allows them to see your face and reactions to their designs. You'll also be able to see their face. 
  • If you do not want to share your camera, make sure the Camera toggler pictured below is grey. However, you will need to start a new session if the Researcher prompts you to enable your camera.

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.
  • Are you a Mac/Catalina user who's not able to start a Desktop test? Read this article on how to troubleshoot.

Tip: Close any other websites, apps, or any confidential info before you share your screen!

  • In the window that pops up, select the the image of your desktop/laptop screen and click Share to proceed.

Tip: Share button greyed out? Just click the the image of your desktop/laptop screen in the window above. Presto!

Joining the call

  • Once you've completed the above, you'll land on a screen that says:
    "All set. We're just waiting for the other party to join." 
  • The Researcher will be notified that you're ready and waiting! Just tap to answer their call.
  • When the Researcher calls you, just tap Accept to answer 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! 🎉

Helpful tips along the way...

  • If you are asked to test a Desktop App, just navigate away from the Chrome window to that app, however keep the Chrome window open.
  • Click 'Pause' if you need to key in confidential info such as login credentials

Ending your session

  • When it's time to end the test, (navigate back to the Participate App if necessary) and click End and then click End session again to reconfirm.

Bravo! Thanks for taking the time to join the session. 🌟

  • Now you can close all the windows associated with the test and even delete Participate app if you do not have more upcoming tests planned.

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