The long-range and short-range WindScanner systems (LRWS and SRWS), multi-Doppler lidar instruments, when combined together can map the turbulent flow around a wind turbine and at the same time measure mean flow conditions over an entire region such as a wind farm. As the WindScanner technology is novel, performing field campaigns with the WindScanner systems requires a methodology that will maximize the benefits of conducting WindScanner-based experiments. Such a methodology, made up of 10 steps, is presented and discussed through its application in a pilot experiment that took place in a complex and forested site in Portugal, where for the first time the two WindScanner systems operated simultaneously. Overall, this resulted in a detailed site selection criteria, a well-thought-out experiment layout, novel flow mapping methods and high-quality flow observations, all of which are presented in this paper.