Inviting First-Time Scouts Guide

If you're inviting participants who've never used dscout before to a dscout project, follow these steps to make sure they have an exceptional experience. (If you screened for participants–who we call "scouts"–from dscout's own pool of users and are ready to start your research project, take a look at adding scouts to a mission from a screener.)
  1. Ask potential recruits to participate
  2. Let interested participants know what to expect
  3. Test your first mission
  4. Add your participants to dscout
  5. Invite participants to your first mission
  6. What scouts see on the mobile app

1. Ask potential recruits to participate

It's important to ask potential recruits if they're interested in completing a dscout project in the first place. You'll also need to make sure they have an iPhone (running iOS 8 or newer) or an Android device (running 4.1 Jelly Bean or newer). If you've already screened your applicants to make sure they're interested and a good fit, you can skip this step. But if you're starting off with a list of names and emails of potential participants, send them a note asking them to get involved that looks something like this:

Hi there! Thanks so much for being one of our most loyal and influential users. We're partnering with dscout mobile research to make our products and services better, and we'd love for you to participate in a research project. If you'd be willing to download the dscout mobile app for iPhone (4s or newer) or Android (running 4.1 or newer) and share your opinion--and maybe even a video or two--by completing a series of tasks called "missions," using your phone, we'll pay you for your time and effort. If you're interested, just reply to this email to let me know we can count on you! -- Charles Xavier, Insights Lead at Xavier's School for Gifted Youngsters

2. Let interested participants know what to expect

Once you've got a list of people who you know are interested in your project, send them a note mentioning your project's subject matter, time frame, and what kind of compensation participants can expect. It's also a good idea to mention how many missions are in your project (most dscout projects are around 3 or so), and to point them toward dscout's help & support page and troubleshooting guide.

Hey! Thanks for agreeing to be a part of this project on life in 2016 as a mutant teenager! In a few days, you can expect to receive a welcome email from me inviting you to the 1st in a series of 3 missions that comprise this 2 week long project. This email will be sent from "support@dscout.com" and will include a unique link where you'll create your account to be able to login to dscout for the first time. If you already have a dscout account, you'll receive an email asking you to log in with your current dscout information. Once you log in, you'll be able to see additional details about this project, start participating by answering questions and submitting "entries" of data, or ask me questions! If you complete all 3 missions, you'll have earned $40 and the chance to play me in telepathic chess. Can't wait to learn more about your experiences. -- Charles Xavier

3. Test your first mission

There's no better way to understand the dscout experience than by testing your first mission! Do this prior to launching by clicking on "Test Mission" in the lower right hand corner of the Setup page and then inviting yourself and up to 4 additional colleagues to try your mission. That way, you can download the dscout mobile app, sign in, and submit an entry or two to make sure the experience is exactly what you were intending. (You'll only be charged $295 for running a mission once you click "Launch".) 

For more on this, and to see step-by-step instructions on how to make changes to a mission you've launched by closing, copying, then editing it, take a look at testing your mission before you pay. To see what scouts see when they sign into dscout for the first time, skip down to review what scouts see on the mobile app.

4. Add your participants to dscout 

Once you write and test your mission(s), it's time to add your participants either one at a time or in a batch using the "Invites" tab on the setup. Here, you'll be able to write a custom invitation message to be sent to your scouts along with the instructions for accessing the mission on dscout.

Click on "Add Scouts" to input your participants' information. Adding scouts manually is simple. You’ll enter them in the text area by the formula First Name, Last Name, Email--one per line. Alternatively, you can upload a CSV document of your list of scouts following the same formula.

5. Launch your mission and send your invitations

When you have all of your scouts added to the invitation, hit Launch & Invite. You will arrive at a special modal where you can do a final review of your invitation message and list of scouts. At this point, you may click on “Launch,” and then your mission will be open! All of the scouts that you added will be invited to the mission, and will be able to start creating entries. Once you click the "Launch" button, you'll see a list of the scouts you've invited, along with their invite status on the Scout Management page. Your scouts will also be sent an invite email including your custom invite message and a unique link that will prompt them to create their dscout account. Once they've created their account, they will then be prompted to download the dscout app to their mobile device.

PRO TIP: If scouts have already created a dscout account, their welcome email will not contain a unique link. It will only invite the scout to your mission with your custom welcome message and a note that they need to sign in to the dscout app with their current account information. If scouts that are new to dscout can't find their invite email you can find their unique link by navigating to your Scout Management page, then find, and click on the scout's name. This will open a new box that has the scout's name and unique link that you can then copy and send to the scout in a separate email. If the scout already has created their account with dscout, this link will not appear, and you can direct the scout to just log in to the app to see their missions waiting for them!   

When scouts click on their unique link, They'll be taken to a page where they can enter their name, email, and create their own password for their account. Once they've completed that, they'll be prompted to download the dscout app to their mobile device and get started!

6. What scouts see on the mobile app

After a new scout receives your invitation email, creates their account, and downloads the dscout app from either the App Store or Google Play, this is what they'll do to get started. (The following example shows what the experience looks like for iPhone users, but the experience for Android users is basically the same.)

Download & open dscout

After downloading and opening the dscout app, scouts will tap "sign in" to get started. 

Sign in

New scouts will use the password that they created, and returning scouts will use the email address and password they made up previously. If a scout forgets their password, they can reset it by tapping "forgot your password?" at the bottom of the screen.

Once a scout successfully signs in, the mission you invited them to will be waiting for them!

Accept mission & agree to terms 

After tapping "view invitation," scouts will be able to review the mission's details before tapping "accept mission." After doing so, they'll be prompted to agree to dscout's terms and conditions, after which they can get started completing your mission by submitting entries! 

Start mission & update profile info

Once scouts accept your mission, they can submit entries, send you messages, and update their profile (including their demographic information) by tapping their profile icon at the top left corner of the home screen.

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