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:
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 internet connection. We recommend
at least 5Mbps available both for uploading and downloading.
When you're ready to begin:
Open up this link: [Tasks Link]
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