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]

5 minutes before our session:

  • Download the Chrome browser. We will chat with you via Lookback's platform, using a browser extension called Participate, available for Google Chrome and Microsoft Edge. Make sure you have either the Google Chrome browser or Microsoft Edge installed on your desktop/laptop. If not, please download/install Google Chrome here or Microsoft Edge here.

  • 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.

  • Exit full-screen mode.

Starting the session:

  1. Open up this link: [Tasks Link] – remember to use Google Chrome or Microsoft Edge

  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!

[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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