Who is this article for?
🗣️ All researchers (both admins and users)
⭐ Available with all User Interviews plans
You’ve recruited a participant and scheduled their first session. Now, how do you make sure they come prepared to use the time effectively?
Writing an effective confirmation message to provide instructions and set expectations is a great way to help participants prep for their upcoming session. In this article, you’ll find:
- Instructions for writing preparation instructions in your project builder
- A template and tips for what to include in your instructions for confirmed participants
Where to include your instructions for confirmed participants
💌 Write a confirmation message to send to scheduled participants
1. Navigate to the Research Design > Research Activity section of your project builder.
2. Scroll down to the “Research activity requirements” section and click “add.”
3. Use the “Preparation instructions" text field to help prepare participants for their upcoming session.
Researchers should use the “Preparation instructions" text field in the Research Activity section of the project builder to help prepare participants for their upcoming session. Provide any details and instructions that will set clear expectations for participating in your study. This helps everything go smoothly and efficiently!
Try this preparation instructions template
Below is a confirmation message sample that could be used to invite participants to a one-on-one Zoom interview. Feel free to borrow this template and customize to meet your needs.
