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.

Compensation: [Details of Compensation]

As soon as you receive this email:

  • On your desktop or laptop computer, please download and install the Google Chrome Browser if you don’t already have it. We will be recording your screen, camera, and voice.
  • 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.

Prepping for your session:

  • Make sure you have a headset with a built-in microphone plugged in — you may also use any Bluetooth-enabled headset. If using a Bluetooth-enabled headset, ensure they are properly charged.
  • Close any other apps, websites, and notifications with sensitive info like passwords etc.
  • Follow this link to check you're on a strong internet connection. We recommend at least 5Mbps available both for uploading and downloading.

Setup 

There will not be a moderator during this study, you will be completing the test on your own. It's important that we can hear and understand you, as we won't be able to ask questions during the test.

  1. Open up this link [SelfTest Link] on your Chrome browser.
  2. Read the message and tap "Participate".
  3. Enter your name and email address and tap "Next".

    NOTE: If you prefer anonymity, instruct Participants to enter their name as
    P1, P2,... and their email can simply be email@email.com

  4. Enable notifications and permissions, then "Next"
  5. Follow the instructions on the 'Task/Instructions Panel' (right-hand window) 

    Remember to think out loud throughout the session, saying what you’re trying to do, what you expect to see, and if things aren’t working as expected

  6. If you’d like to pause the session at any point you can click 'Pause' on the Task/Instructions Panel
  7. When you are ready to end the session, click 'End' on the Task/Instructions Panel. Click 'End Session' agin to reconfirm.

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

Thanks,
[Researcher’s First Name]

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Please Note

You'll probably need to modify the email template above to fit your exact research project. 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)
  • Contract / Consent Form for participant to sign
  • Links to an external survey etc (only if applicable)
  • Info about what a participant should do if they need to cancel or reschedule

Other Participant Email Templates

LiveShare - Remote Moderated
SelfTest - Unmoderated

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