When inviting your own participants to dscout, we have some guidelines and best practices to make their onboarding as smooth as possible.   When inviting participants via webpage participants will not be required to create a dscout account.  They will only need to supply their name, email address, and agree to dscout's Scout Terms and Conditions & Privacy Policy.

Contents

Related Articles for Researchers

Recruit

Diary

Live

Express

Related Articles for Participants

Best practices

  • Gauge interest + over-recruit - If you’ve already recruited or gauged interest from a listserv, we typically see somewhere around ~30-40% drop-off, so make sure to over-recruit to account for this! We always recommend gauging interest or recruiting first, because when it comes to sending a mission invitation straight to a listserv, we see drop-off closer to 90-95%!

    Note: if you can ask about willingness to share selfie photos/videos + willingness to download the dscout app at the screener stage, that can help improve participation!

  • Send an email from a familiar address with details on what to expect - sending it from a familiar address, whether that’s the recruiter or the client, will improve participation. See a sample email template for what details to include below.

  • Customize your mission invite message - this will be the first information participants see from dscout, so make sure your invite message includes key details about your project like the overall objective of the study, deadlines, length of study, and incentive!

  • Tell participants to allow or add participate@dscout.com to their email contacts - making sure participant email clients don’t block or send critical dscout emails to spam will help everyone stay on top of comms.

Email copy

  • Recruit
  • Diary
  • Live
  • Express

Recruit

Hello,

I hope this message finds you well. We are reaching out to invite you to participate in a research study to gain deeper insights into [INSERT RESEARCH STUDY TOPIC].

In order to capture this information, we are partnering with a platform called dscout.  To start, we’d love to invite you to apply to the study to see if you are a good fit.

  1. Click here [INSERT LINK] to access the application and create your dscout account.
  2. Add your name and email address, and agree to the dscout terms and conditions.
  3. You will then be able to fill out your responses to the application.

If you are a good fit for the study you can expect an invitation with additional information to follow.

Have questions or need technical support? Take a look at this Knowledge Base article about Applying on dscout. If you get stuck, reach out to the scout support team at help@dscout.com with a clear description of the problem. If you have any questions about the project itself, feel free to reach out to me at [INSERT EMAIL].

 

Diary

Diary mobile mission

Hello,

Thank you so much for agreeing to participate in this project! 

Over the next [INSERT TIMEFRAME], we are going to ask you to complete [XX NUMBER OF] research activities so that we can learn [INSERT PROJECT OBJECTIVES]. In order to capture this information, we are using a smartphone app called dscout that will allow you to easily provide us with a glimpse into your life. In each research activity (what we’ll refer to as a "mission activity"), you will be asked to answer a set of questions and submit a photo and/or video of yourself.

  1. Click here [INSERT LINK] to access the mission and create your dscout account.
  2. Then, download the dscout app onto your smartphone from Google Play or the App Store! Use the account information you just created to sign in.
  3. Once you log in to the dscout app on your smartphone, look out for the [INSERT MISSION NAME] mission on the 'Missions' tab, under the ‘Invites’ section which contains additional details about the project.
  4. Accept the mission, read the instructions, and select 'new entry' so you can open the set of questions you will need to answer.

Payment information: dscout process payments through PayPal (more info here). In order to receive your reward please make sure you create a PayPal account or use your PayPal email to sign up for dscout. You can also add an alias to your PayPal account if you would prefer to sign up for dscout with a different email.

*Please note: You must have an iPhone with iOS14+ or an Android phone with Oreo/8.0+ to download the dscout app.  Learn more about device compatibility here.

Have questions or need technical support? Take a look at the dscout Diary help center. If you get stuck, reach out to the scout support team at help@dscout.com with a clear description of the problem. If you have any questions about the project itself, feel free to reach out to me at [INSERT EMAIL].

 

Diary desktop mission

Hello,

Thank you so much for agreeing to participate in this project! 

Over the next [INSERT TIMEFRAME], we are going to ask you to complete [XX NUMBER OF] research activities so that we can learn [INSERT PROJECT OBJECTIVES]. In order to capture this information, we are using a platform called dscout that will allow you to easily provide us with a glimpse into your life. In each research activity (what we’ll refer to as a "mission activity"), you will be asked to answer a set of questions and submit a photo and/or video of yourself.

  1. Click here [INSERT LINK] to access the mission and create your dscout account.
  2. Then, download the dscout browser extension and install it in your Chrome or Edge browser. Use the account information you just created to sign in.
  3. Once you have the dscout browser extension installed, click the extension to open the window.  Tap “Missions” and look out for [INSERT MISSION NAME].
  4. Accept the mission, read the instructions, and follow the prompts to complete your very first desktop entry!

Payment information: dscout process payments through PayPal (more info here). In order to receive your reward please make sure you create a PayPal account or use your PayPal email to sign up for dscout. You can also add an alias to your PayPal account if you would prefer to sign up for dscout with a different email.

Have questions or need technical support? Take a look at the dscout Diary help center. If you get stuck, reach out to the scout support team at help@dscout.com with a clear description of the problem. If you have any questions about the project itself, feel free to reach out to me at [INSERT EMAIL].

 

Live

Live mobile mission

Hello,

Thank you so much for agreeing to participate in this project! 

Over the next [INSERT TIMEFRAME] we are going to ask you to complete an interview with us so that we can learn [INSERT PROJECT OBJECTIVES]. In order to capture this information, we are using a smartphone app called dscout that will allow you to easily provide us with a glimpse into your life.

  1. Click here [INSERT LINK] to access the mission, create your dscout account, and choose a time slot that works for your schedule.
  2. Then, download the dscout app onto your smartphone from Google Play or the App Store! Use the account information you just created to sign in.
  3. Once you log in to the dscout app on your smartphone, look out for the [INSERT MISSION NAME] mission on the 'Missions' tab, under the ‘Invites’ section which contains additional details about the project.
  4. Check out these guidelines and walkthrough at least 24 hours before your session, then talk to a researcher one-on-one and get paid for your opinion.

Payment information: dscout process payments through PayPal (more info here). In order to receive your reward please make sure you create a PayPal account or use your PayPal email to sign up for dscout. You can also add an alias to your PayPal account if you would prefer to sign up for dscout with a different email.

*Please note: You must have an iPhone with iOS14+ or an Android phone with Oreo/8.0+ to download the dscout app.  Learn more about device compatibility here.

Have questions or need technical support? Take a look at the dscout Live help center. If you get stuck, reach out to the scout support team at help@dscout.com with a clear description of the problem. If you have any questions about the project itself, feel free to reach out to me at [INSERT EMAIL].

 

Live desktop mission

Hello,

Thank you so much for agreeing to participate in this project! 

Over the next [INSERT TIMEFRAME] we are going to ask you to complete an interview with us so that we can learn [INSERT PROJECT OBJECTIVES]. In order to capture this information, we are using a platform called dscout that will allow us to chat.

  1. Click here [INSERT LINK] to access the mission, create your dscout account, and choose a time slot that works for your schedule.
  2. Add *participate@dscout.com* to your email address book or allowlist so you can receive messages and reminders from your researcher
  3. Make sure you have Google Chrome or Microsoft Edge installed on a computer with a microphone and a webcam. Download here.
  4. Accept the mission and complete your Live pre-test by clicking on the session link in your invitation email. Follow the prompts there to test your connectivity, camera, microphone, and speakers to make sure your set-up is good to go for your call!
  5. Once you complete your tech check, schedule your session (if you don’t see this option, your mission leader will be in touch!)
  6. Complete this checklist at least 24 hours before your session, then talk to a researcher one-on-one and get paid for your opinion.

Payment information: dscout process payments through PayPal (more info here). In order to receive your reward please make sure you create a PayPal account or use your PayPal email to sign up for dscout. You can also add an alias to your PayPal account if you would prefer to sign up for dscout with a different email.

Have questions or need technical support? Take a look at the dscout Live help center. If you get stuck, reach out to the scout support team at help@dscout.com with a clear description of the problem. If you have any questions about the project itself, feel free to reach out to me at [INSERT EMAIL].

 

Express

Media Survey / Usability mobile mission

Hello,

Thank you so much for agreeing to participate in this project! 

Over the next [INSERT TIMEFRAME], we are going to invite you to participate in a research study so that we can learn [INSERT PROJECT OBJECTIVES]. In order to capture this information, we are using a smartphone app called dscout. In this study, you will be asked to answer a set of questions and may be asked to submit a photo and/or video.

  1. Click here [INSERT LINK] to sign up and access the study.
  2. Then, download the dscout app onto your smartphone from Google Play or the App Store! Use the account information you just created to sign in.
  3. Once you log in to the dscout app on your smartphone, look out for the [INSERT MISSION NAME] mission on the 'Missions' tab, under the ‘Invites’ section which contains additional details about the project.
  4. Accept the mission, read the instructions, and get started.

*Please note: You must have an iPhone with iOS14+ or an Android phone with Oreo/8.0+ to download the dscout app.  Learn more about device compatibility here.

Have questions or need technical support? Take a look at the dscout Express help center. If you get stuck, reach out to the scout support team at help@dscout.com with a clear description of the problem. If you have any questions about the project itself, feel free to reach out to me at [INSERT EMAIL].

 

Media Survey / Usability desktop mission

Hello,

Thank you so much for agreeing to participate in this project! 

Over the next [INSERT TIMEFRAME], we are going to ask you to complete [XX NUMBER OF] research activities so that we can learn [INSERT PROJECT OBJECTIVES]. In order to capture this information, we are using a platform called dscout. In this study, you will be asked to answer a set of questions and may be asked to submit a photo and/or video.

  1. Click here [INSERT LINK] to access the mission and create your dscout account.
  2. Then, download the dscout browser extension and install it in your Chrome or Edge browser. Use the account information you just created to sign in.
  3. Once you have the browser extension installed, click the extension to open the window.  Tap “Missions” and look out for [INSERT MISSION NAME].
  4. Accept the mission, read the instructions, and get started.

Have questions or need technical support? Take a look at the dscout Express help center. If you get stuck, reach out to the scout support team at help@dscout.com with a clear description of the problem. If you have any questions about the project itself, feel free to reach out to me at [INSERT EMAIL].

 

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