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.

Complete by: [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.

Before our session:

When you're ready to begin:

  1. Open up this link: [Tasks Link]

  2. Follow the instructions in the video below. [link is also here]

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

Thanks,
[Researcher’s First Name]


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:

  • 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 'Landing Page' (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

Other Participant Email Templates

LiveShare - Remote Moderated usability studies
SelfTest - Unmoderated, concept testing

Interview - Moderated, conversations


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