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]

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.

5 minutes before our session:

Starting the session: 

  1. Open up this link: [Remote LiveShare 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/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 focus on

  • 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

Interview - Moderated, conversations

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

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