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]

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: [Remote LiveShare 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! 

Thanks,
[Researcher’s First Name]


For the researcher/moderator

This template gives you relevant pointers that will help the participant succeed, but we recommend that you add information and details that are relevant to your particular project. A few additional things you may want to include in your email:

  • Details about what your interview will be focused on

  • Info about what a participant should do if they need to cancel or reschedule

  • Reminder for the participant to connect from a place with strong wifi (guidelines for connection in this article) 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

Interview - Moderated, conversations

Tasks - Unmoderated step-by-step studies
SelfTest - Unmoderated concept testing

Did this answer your question?