As you hold more interviews and participants respond to your emails, you need a single page to manage those interactions. To manage messages for multiple studies in your workspace, or multiple studies in multiple workspaces, click on the Messages navigation tab.
To manage messages for a specific study, open that study and click on Inbox under the Manage section.
Click on any of the following links to skip ahead:
Filter the page
If a participant responds to one of your messages, their reply will display here. Because the Messages page covers your entire Aha! Discovery account, you first need to filter down to the messages that are relevant to you.
Select the message status first:
Pending messages are from participants you have not replied to.
Sent messages are ones you sent that participants have not replied to.
All messages combines the previous two categories.
Next, filter the page by the Workspace(s) and Study or Studies you want to review.
Is the page empty? Start a conversation from the Participants page by inviting someone. This will send the automated Invitation macro.
Manage messages
Hopefully, your invitations generate a lot of interest! As you hold more interviews and your participants respond to your emails, you need places to manage those interactions. There are two places to do this in Aha! Discovery:
To manage messages for a specific study, open that study and click on Inbox under the Manage section.
To manage messages for multiple studies in your workspace (or multiple studies in multiple workspaces), click on the Messages navigation tab.
Aside from the scope of messages they cover, both pages function in much the same way.
If a participant responds to one of your messages, their reply will display here.
Pending messages are those from participants that you have not replied to.
Sent messages are those from you that participants have not replied to.
All messages combines the previous two categories.
Click on a participant's name to open their profile in a drawer view. From here, you can see key metrics about their history, the most recent interview they attended, and a full history of their relationship with your Aha! account. Use this information to inform your response.
Click on a message's title to open it. From here, you can see the entire conversation history. Go to the bottom of the page to type a custom response or apply one of the manual macros you created. You can also create a new manual macro here.
There are several ways to send your message, much like you would respond to sales or support tickets:
Send and keep open
Close after sending
Save as draft without sending
If you click the Send button without selecting one of these options, the default is to Send and keep open. You can always send a new response to reopen the message.
All messages will use the Sender you selected when you customized macro details.