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. 

This is an unmoderated study so it's very important we hear you! Please speak aloud throughout the study so we can gather your thoughts and perspectives.

Call Time & Date: [Start time - End time] on [Date] 

Setup:
We will capture your feedback through an app that will record your phone screen, face video, and audio. Please follow these steps to start the test.

  1. Check your WiFi Connection is strong.
  2. Open up this link [Self-Test Link] on your Android phone. 
  3. Install the Participate App, when it prompts you. 
  4. Allow "Participate" to access you mic and camera and complete installation.
  5. Tap on the above link again once the app has downloaded.
  6. Tap I already have Participate
  7. Read the welcome message from us (If applicable) and tap "Next."
  8. Enter your name and email address for our records and tap "Next"
  9. Enable camera and mic and tap "Next". 
  10. Connect your headset and tap "Next". 
  11. Read Instructions about the "Yellow Hand" bubble and tap "Start"
  12. Tap "Start Now" to grant permission to record your screen.
  13. Provide feedback on our website / prototype / app
  14. To end the session, tap on the Participate "yellow hand" icon on your screen and tap "End." 
  15. Tap "Yes! Upload it!"- Keep the Participate App open- Ensure your device is awake while uploading happens (disable 'Lock Screen')
  16. Wait till upload reaches 100%. Tap "Done" to close the test session.

 NOTE: Please wait until your uploading progress reaches 100%. Tap "Done" to be assured of receiving compensation.

Compensation: [Details of Compensation]

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 may 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 during interview (tasks to complete, questions to answer, etc.)
  • If the participant is testing an App  - 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
  • Instructions asking participant to call from a place with strong wifi and no background noise
  • Contract for participant to sign
  • Links to an external survey etc.

Here's a link to a tutorial to help Participants setup and install the Participate app and carry out Self-Test on Android.

Other Participant Email Templates

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