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This guide is intended to help support you with how to reach and contact people to take part in user research. It will cover: 

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When inviting people to take part in user research be honest and transparent about what data you are collecting about them. Think carefully about what you are collecting and only collect data that helps you answer your research goal.

!Important! If you’re not sure what your research goal is, here’s a guide to help you frame it. Don’t involve users until you are clear what you need from them. 

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We recommend sending this from a shared inbox so that it’s monitored in your absence. Contact UserResearch@shelter.org.uk to use this address. 

My name is [insert] and I am [insert what you are doing and why]. I’d like to invite you to [insert activity]. 

The activity will take [insert time] and we have sessions between [insert dates].   

To take part [insert how to take part, we suggest using a Microsoft Booking for moderated research]. If you have any problems using the booking system, please don’t hesitate to get in touch with us at UserResearch@shelter.org.uk.  

[Insert if services - Please note that our researchers will not be able to provide any housing, welfare or debt advice during the call.] 

As part of our data protection processes, at the start of the session we’ll ask for your consent about how we can record, use and securely store anything you tell us. You can also read more about this in our privacy policy at http://www.shelter.org.uk/privacy   

Thank you for your time and we hope to hear from you soon.    [Sign off] 

You’re receiving this email because [insert how we collected their data]. You can opt-out of future emails about this research project, or change your communication preferences at any time by emailing us at [UserResearch@shelter.org.uk]. We will never sell or swap your details for marketing purposes. For our full privacy policy, please visit http://www.shelter.org.uk/privacy

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Name and organise data

Work in progress . – using GDS as a guide

https://www.gov.uk/service-manual/user-research/managing-user-research-data-participant-privacy