Simplify discovery outreach

Automate customer communications

Send custom-branded invitations and manage replies in a dedicated messaging center

Scheduling

Participant database

Consolidate

Manage all participant communication in a central place

Customize

Use pre-built email templates to provide a consistent experience

Respond

Handle follow ups in a timely way to increase user engagement

Standardize your emails

Streamline interview communications. Use customizable email templates for invitations, confirmations, and reminders. And create your own to manage common replies. Define key details — like the email sender, signature, and footer. Then add your logo and brand color for a polished look.

Customize multiple macros including interview confirmations and reminders.

Personalize the message

Encourage customers to participate in your research. Insert dynamic variables into the emails to tailor the content. Include the person's name and scheduling link. Share a description of the study so people know what to expect. Send yourself a test to make sure everything looks right.

Customized scheduling page in Aha! Discovery.

Send emails automatically

Add participants directly to a study. This triggers an invitation email to send. From there, recipients can click on the scheduling link to book an interview time — no back-and-forth required. Connect Aha! to Microsoft Outlook or Google Calendar to avoid scheduling conflicts.

Manage your inbox

Keep track of interview communications. Use the messaging center to monitor email status and see what needs action in one place. Filter by workspace or study to focus your view. Each study also includes a dedicated inbox, helping researchers stay responsive to participants.

Email confirmation macro in Aha! Discovery.

Respond efficiently

Open each message to see the complete thread. Apply a macro to quickly craft a response, editing the content as needed. Everyone on the team has access to the messaging center. This lightens the load of coordinating interviews — so you can spend more time actually talking to customers.