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:

  • Make sure you have wired or wireless headset with a built-in microphone plugged into your Android device. A headset will help reduce noise and echo.

  • Close any other apps, websites, and notifications with sensitive info like passwords etc.

  • From your Android device, follow this link to check you're on a strong internet connection. We recommend at least 5Mbps available both for uploading and downloading.

Starting the session: 

  1. Open up this link: [Remote LiveShare Link] on your Android device.

  2. Read the welcome message from us (If applicable), then tap 'Install Participate' and install the App from the Play Store.

  3. Return to the welcome message, tap 'I already have Participate'.

  4. Tap 'Get Started'.

  5. Connect your headset if you haven’t already, and tap 'Next'.

  6. Enter your name and email address and tap 'Next'

    NOTE: If you prefer anonymity, instruct Participants to enter their name as P1, 2,... and their email can simply be email@email.com

  7. Flick toggle buttons to 'Allow' camera and microphone recording

  8. Flick toggle button to 'Allow' screen recording

  9. Tap 'Start Now' and then 'Next'

  10. Once you get to the screen that says: “All set. We're just waiting for the other party to join,” please keep the app open while you wait for me to connect with you 

  11. Around the start time of our interview, you should get a request in the app saying I'm trying to call you. Please hit 'Answer' so we can begin.

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

[Researcher’s First Name]


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:

  • 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

  • Links to an external survey etc (only if applicable).

Here's a guide to share with your Participants, to help them get up and running: Participating in a Live Research Session on your Android device.

Other Participant Email Templates

LiveShare - Remote Moderated
SelfTest - Unmoderated

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