Moderated study participant email templates

Use these templates to invite participants to your Moderated study.

‚úÖ Plan Availability: All Plans
ūüĎ• User roles: Owner, Admins, and Researchers
For more information, see our article on how to find your plan and user role.

 

On this page:

 


 

Desktop template (Moderated without scheduling)

Hello [Participant name],

 

Thank you for your interest in taking part in this research study!

 

During this session on [Session date and time] join us from your computer (Chrome/Firefox/Edge only) to give feedback on [study content/structure/goals] for approximately [Session expected duration].

 

Join us using this link: [Participant’s link]

 

Please join at least 5 to 10 minutes before the session start time so you can complete the system check.

 

Before participating in this desktop study, you should:

  • Take a look at the Participant Pre-Study Checklist.
  • Make sure you have both a working microphone and webcam.
  • FOR STRUCTURED STUDIES: Download a small browser plug-in that can be uninstalled once our session is over. Please go ahead and download the plug-in here. If you have any problems, please let me know before the session.

To join the session, please click on this link [Participant’s link] on [Session date and time]. If you have any questions, have trouble joining the session, or would like to reschedule, please reply to this email.

 

Best regards and see you soon!

[Moderator's name]

 

 

Mobile template (Moderated without scheduling)

Hello [Participant name],

 

Thank you for your interest in taking part in this research study!

 

During this session on [Session date and time] join us from your mobile device to give feedback on [study content/structure/goals] for approximately [Session expected duration].

 

Join us using this link: [Participant’s link]

 

Please join at least 5 to 10 minutes before the session start time to complete the system check.

 

Before participating in the mobile study, you should:

  • Take a look at the Participant Pre-Study Checklist.
  • Turn off your notifications, as we may ask you to share your screen during the session.
  • Make sure your phone audio and camera are working.

To join the session, tap on this link: [Participant’s link] on [Session date and time]. If you have any questions, have trouble joining the session, or have to reschedule, please reply to this email.

 

Best regards and see you soon!

[Moderator's name]

 

 

Desktop template (Moderated with scheduling)

Hello [Participant name],

 

Thank you for your interest in taking part in this research study!

 

This study needs to be taken on a desktop or laptop computer using Google Chrome, Firefox, or Edge.

 

With screener:

Use this link [Insert Link] to access our screener to determine if you are in the target audience for our study. If you qualify, you can schedule your session.

 

Without screener:

Use this link [Insert Link] to schedule your session.

 

When you schedule your session, you will receive an email with a link to confirm. Your spot is reserved for the next 10 minutes for you to confirm. You have to complete a quick tech check. After completing the tech check, you will automatically receive a confirmation email with a link to join the session on the chosen date and time.

 

Please join at least 5 to 10 minutes before the session start time so you can complete another system check.

 

Before participating in this desktop study:

  • Take a look at the Participant Pre-Study Checklist.
  • Make sure you have both a working microphone and webcam.
  • FOR STRUCTURED STUDIES: Download a small browser plug-in that can be uninstalled once our session is over. Please go ahead and download the plug-in here. If you have any problems, please let me know before the session.

To join the session, please click on the session link from the confirmation email. If you have any questions, have trouble joining the session, or would like to reschedule, please reply to this email.

 

Best regards and see you soon!

[Moderator's name]

 

 

Mobile template (Moderated with scheduling)

Hello [Participant name],

 

Thank you for your interest in taking part in this research study!

 

This study needs to be taken on a mobile device.

 

With screener:

Use this link [Insert Link] to access our screener to determine if you are in the target audience for our study. If you qualify, you can schedule your session.

 

Without screener:

Use this link [Insert Link] to schedule your session.

 

When you schedule your session, you will receive an email with a link to confirm. Your spot is reserved for the next 10 minutes for you to confirm. You have to complete a quick tech check. After completing the tech check, you will automatically receive a confirmation email with a link to join the session on the chosen date and time.

 

Please join at least 5 to 10 minutes before the session start time to complete the system check.

 

Before participating in the mobile study:

  • Take a look at the Participant Pre-Study Checklist.
  • Turn off your phone notifications, as we may ask you to share your phone screen during the session.
  • Make sure your phone audio and camera are working.

To join the session, please tap on the session link from the confirmation e-mail. If you have any questions, have trouble joining the session, or have to reschedule, please reply to this email.

 

Best regards and see you soon!

[Moderator's name]

 

 

Observer template

Hello [Observer’s name],

 

Here are the instructions for joining our upcoming research study on [Session date and time].

  • Please join 5 minutes before the session start time, using this link (using Google Chrome/Firefox/Edge on your desktop/laptop): [Observer‚Äôs link]
  • Join as an Observer.
  • You will then be in the waiting room until the Moderator admits the Participant into the session.
  • Make sure you can hear the music!
  • Once the session starts, you will see Session Controls for Chat in the upper right of your screen.

 

Things to Know:

  • Observers won't hear any discussion until the Participant joins the session.
  • Observers are not seen or heard by anyone, but they can chat with Moderators, Note-Takers, and fellow Observers.
  • Troubleshooting Tips (try them in this order):
    1. Join from your Desktop/Laptop using the Google Chrome/Firefox/Edge browser.
    2. Try opening a New Incognito window and copy/paste the link again.
    3. Try joining from outside of your secure VPN connection.
    4. In Google Chrome:
      • Clear the browser cache & cookies.
      • Close and Restart Google Chrome.

If that doesn’t help, contact us.

 

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