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Email template – LiveShare iOS (Screen Readers)
Email template – LiveShare iOS (Screen Readers)

Designed specifically for Participants requiring SRUs

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]

Researcher: [Name]

Compensation: [Details of Compensation]

As soon as you receive this email:

  • We’re going to be chatting with you using the Participate App. The app will let me see your screen and your face. We will also be able to communicate verbally.

  • To prepare for our session, please view this email on your device and follow this link to install the app.

Preparing for your session:

  1. Make sure your phone is more than halfway charged before your session time

  2. Keep your phone charger nearby during the session (particularly if you cannot charge your phone before your session

  3. Make sure your screen curtain is turned off so the researcher can see and record your screen during the session

  4. From your iOS device, follow this link to check that you’re on a strong internet connection. Please do not use a cellular connection! We recommend at least 5Mbps available both for uploading and downloading, and a wifi connection.

  5. 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.

  6. Turn on the iOS "Caption Panel" setting so that I can follow the output of your screen reader during the session.

    1. Open Settings

    2. Scroll down to “Accessibility” and open it

    3. Tap on “VoiceOver”

    4. Scroll down to “Caption Panel” and make sure the toggle is set to ON

Alternative method

  1. Speak “Hey Siri: Open VoiceOver Settings”

  2. Caption Panel: ON

When you’re ready to begin:

  1. Close any apps and website with sensitive info like passwords, banking information, etc.

  2. Open up this link: << LINK >> on your iOS device
    If the Participate app opens right away, proceed to Step 3

  3. If your browser app opens, tap "I already have Participate,” proceed to Step 3

  4. Read the message from us (If applicable) and tap "Get Started"

  5. Connect your headset if you haven’t already, and tap "Next"

  6. Enter your name and email address and tap "Next"

    🚀 Note to researchers: If you prefer anonymity, instruct Participants to enter their name as P1, 2,... and their email can simply be

  7. Make sure the 'Allow' notifications toggle button is ON

  8. Make sure the 'Enable' camera toggle button is ON

  9. Share your screen

    1. Listen for or navigate to the message that says “Swipe left twice and double tap to start broadcast, then wait three seconds.”

    2. Swipe left once and make sure the microphone is on. If the microphone is off, double tap to turn it on

    3. Swipe left once more to get to the “Start Broadcast” button and double tap to start.

    4. Wait 3 seconds for the session to load. Once it is loaded, you should be able to navigate to a notice on the screen which says, “All set. We're just waiting for the other party to join.”

  10. When you get to the screen that says: “All set. We're just waiting for the other party to join,” please keep the app open while you wait for me to connect with you

  11. 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.

Note: If you cannot successfully join the session using the Participate App or you have sound/connection issues, please call me at the following number: [HERE].

Things to keep in mind during your session:

  • Your camera will only work when you’re in the Lookback App

  • Be prepared to talk aloud about what you’re thinking and experiencing as you complete tasks. I will not be able to hear your screen reader so it’s important that you help him/her follow along more easily.

  • You have to be in the Participate App to turn off the screen sharing feature or end the call. If you need to do either at any point during the session, you’ll have to switch back to the Participate App first.

Things to keep in mind after your session

  • Once your session ends, you’ll need to return to the Participate app to end the session and call. Please use your iPhone’s application switcher feature to re-open the Participate app and end the call

  • You can uninstall the Participate app after your session.

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


[Researcher’s First Name]

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