Once you start collecting data, you cannot change the project settings anymore, because the project settings must be the same for all participants. As participants can also collect data off-line, project settings cannot be changed anymore as soon as you start collecting data. So better double-check!
You’ll find an email and pdf template to invite your participants. But often a personlized mail from you works much better! It’s only important that your participants download the app ExperienceFellow on their mobile device and log in to your project by scanning the QR code or typing in the project token. This QR code is valid for all participants of one project and can easily be copied into an email by copy + paste.
Maybe it is good to you and your participants to know that all pictures and videos will be saved automatically on your mobile device and a copy in the app itself. Therefore it is no problem if attachments are deleted on the device. The copy will always stay in the app!
A few things to think about when you invite participants:
- Why should your participants take part?
Think about incentives to motivate your participants. Give-aways work quite fine or a raffle among all participants. The incentive should be valuable for the participants – often something in context of your project works best. Think also about how you contact them if you do an anonymous project.
- How many participants do you need?
ExperienceFellow is a qualitative approach that can be compared with a usability test across all channels – online and offline. Often, researchers want to find out the main issues ("bugs") of a certain experience or find common patterns in a customer journey. We advice to start with a rather small number (such as 10), but really go into depth. When you're more experienced, you can handle many more participants as you can filter and group them for your analyses.
- What should your participants do?
Give them clear instructions what to do and what to document. Depending on the project, it might make sense to ask participants to document whatever they think is important along the whole customer journey (e.g. their whole experience in a hotel) -or- to ask participants to focus on a particular aspect or channel and document this rather in detail (e.g. the breakfast in a hotel).
- Should I also use other methods?
Use method triangulation and validate your results with other ethnographic methods, such as observation and contextual interviews. Log in as a participant yourself and use the mobile app for your field notes, so you have everything in one data set which makes it easy to analyze later!