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Participant flow in a usability test

If you’re inviting your own participants to a study, you might be wondering what their experience will look like. This article outlines how things look from their perspective, including which emails and reminders they’ll receive.

Begin a usability test

Depending on your study's Participant sign-up selection, the participant flow to begin a usability test looks slightly different:

If your study requires participant sign-up, here’s how participants will begin:

1

Access the study’s share link.

2

Create a Dscout account.

Participants will provide their name and email, agree to Dscout’s Terms and Conditions & Privacy Policy, and agree to share the above information with you (the researcher).

3

Read the study’s instructions. Then, click Begin activity.

4

Complete the required hardware setup.

If you chose not to require the Dscout Chrome extension for your study, this won’t show as a requirement for participants. For more information, see Manage participant experience in a usability test.

Once the hardware check is complete, they’ll proceed to the first question of your study.

If your study doesn’t require participant sign-up, here’s how participants will begin:

1

Access the study’s share link.

2

Read the study’s instructions. Then, click Begin activity.

3

Complete the required hardware setup.

If you chose not to require the Dscout Chrome extension for your study, this won’t show as a requirement for participants. For more information, see Manage participant experience in a usability test.

Emails and notifications

Over the course of a single usability test, participants receive various emails and reminders to ensure they complete your study on time. Select your study’s recruitment approach to view a list of what your participants will receive:

Participants recruited from the Dscout Scout Panel receive the following emails over the course of your usability test:

In addition to the following emails, participants from the Dscout Scout Panel receive notifications through the Dscout app (if they have notifications enabled).

Email
Sent
Description

Invitation

At study launch (or immediately after the participant is added to a launched study)

Informs the participant they’ve been invited to the study. This email includes device requirements and a link to begin the study.

Note: If enrolled in SMS updates, Scouts will also receive a text invitation for manual-recruit studies.

Reminder to participate

24 hours after invitation

Note: Participants only receive this email if they’ve yet to complete the study.

Reminds the participant to complete the study, whether they’ve yet to begin or are still in progress.

Note: If enrolled in SMS updates, Scouts will also receive a text invitation for manual-recruit studies.

Missing media alert

Up to 4 hours after submission

Note: Participants only receive this email if they’ve yet to complete the study.

Informs the participant that their submission is incomplete. This may be due to an error during the session upload or because the participant thought they’d reached the end of the study but hadn’t. Participants are encouraged to return to the study and try their upload again.

Correspondence with Partner Panels participants is managed by our third-party partners like Respondent. Any emails participants receive are dependent on how they’ve configured their notification settings on those platforms.

Participants invited using a share link receive the following emails over the course of your usability test:

Participants do not receive any emails from Dscout if you choose to skip participant sign-up when building your study. For more information, see Manage participant experience in a usability test.

Email
Sent
Description

Missing media alert

Up to 4 hours after submission

Note: Participants only receive this email if there was an issue uploading their submission. Informs the participant that their submission is incomplete.

This may be due to an error during the session upload or because the participant thought they’d reached the end of the study but hadn’t. Participants are encouraged to return to the study and try their upload again.

Participants added to your study from Private Panels receive the following emails over the course of your usability test:

Email
Sent
Description

Invitation

At study launch (or immediately after the participant is added to a launched study)

Note: If you add participants to a Dscout study from within Private Panels (not from within your Dscout study), you’ll need to send invites manually through Private Panels as well.

Informs the participant they’ve been invited to the study. This email includes device requirements and a link to begin the study.