Hi [Participant First Name], 

Thank you for your participation in our research study. Please read this email carefully as it contains important information you'll need to prepare. 

There will not be a "moderator" and you will be completing the test in your own time, by yourself. It's important that we can hear and understand you, as we won't be able to ask questions during the test. Please speak aloud throughout the study so we can gather your thoughts and perspectives.

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

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 and steady.
  2. Open this link [SelfTest Link] on your Android phone. 
  3. Install the Participate App, when it prompts you. 
  4. Tap on the above Self-test link again once the app has downloaded.
  5. Tap 'I already have Participate'
  6. Tap 'Get Started'.
  7. Connect your headset for good sound quality.
  8. Enter your name and email address for the Researcher's records and tap 'Next'
  9. Flick toggle buttons to 'Allow' camera and mic recording.
  10. Close any apps and websites with sensitive info like passwords etc.
  11. Flick toggle button to 'Allow' screen recording.
  12. Tap 'Start Now' and then "Next". 
  13. Tap 'Open setting" and flick toggle button to grant permission to display small "Hand icon" on your screen. 
  14. Slide and tap the 'Hand icon' to start your test.
  15. Provide feedback on our website / prototype / app.
    You can:
    - Tap 'Instructions' for your Researcher's tasks and instructions
    - Tap 'Pause Session' to pause or end the test.
    - Tap 'Hand icon' at any time for 'Instructions' or to 'Pause/End'
  16. To end the session, tap on the Participate 'yellow hand' icon on your screen and tap 'Pause Session' and 'End Session'.
  17. Tap 'End session' again, to reconfirm.
  18. Wait till you see stars on your screen. Tap "Done" to close the test session.

Compensation: [Details of Compensation]

Please let me know if you have any questions 

[Researcher’s First Name]


Please Note:

We encourage you to modify the email template above to fit your needs. 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 a website or URL-based prototype, include instructions to tap 'Landing Page' (only if applicable).
  • If the participant is testing an App or or App-based prototype, include 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 complete the test with strong WiFi and limited background noise
  • Contract / Consent Form 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 SelfTest on Android.

Other Participant Email Templates

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