The Participants page in Aha! Discovery is a database of all your customers. Add contacts to your account, then recruit them to participate in studies and interviews. You can also create groups of contacts that have common characteristics, challenges, or interests — helping you know who to engage for a specific study.Click any of the following links to skip ahead:
If you are using Aha! Discovery with Aha! Ideas Advanced and you already have contacts in your account, they will be available Aha! Discovery as well.
Overview
The Participants page in Aha! Discovery lists potential participants for your product discovery studies. These might be your customers, partners, or even industry experts. (But most often, they are your customers.)
The Participants page has three views: Contacts, Groups, and Organizations. Contacts is the default view; it displays a table of contacts in your workspace and includes a few details about each person, such as their name, email, organization, and groups they belong to.
Customize the participant database
If you are an Aha! Discovery Advanced plan customer, you can customize the data that displays on any of the three views by adding custom fields to cover key metrics for your study or business model. To do this from the Participants page:
Click on a contact's email to open details about them in a drawer view.
At the bottom of the drawer, click Add custom field.
Follow the instructions for adding custom fields to the contact record type's custom layout. You can add custom fields to the contacts or organizations layouts.
After you add a custom field to the contact layout, you can view that field for your entire participant data base by adding it as a column. Click + in the table's header and select any field on the contact, group, or organization record to add an additional column.
Contacts
Contacts are records in your Aha! account that represent individual people who are your customers. You can invite them to participate in a study.
When you use the Aha! Discovery and Aha! Ideas Advanced plans in parallel, you can share contact and organization records between the two products. What you can capture on a contact record depends on the Aha! product plan(s) you subscribe to.
Aha! Discovery Essentials |
Aha! Discovery Advanced |
Aha! Ideas Advanced |
|
First and last name |
X |
X |
X |
X |
X |
X |
|
Organization |
X |
X |
X |
Title |
X |
X |
X |
Phone number |
X |
X |
X |
Group |
X |
X |
X |
Custom fields |
X |
X |
|
Ideas |
X |
Add a new contact
To add a contact to your account, click Create participant and enter the contact's details in the fields provided. There are several details you can capture at this time, but only a contact's name and email address are required.
Click Create participant to save the contact.
Import contacts
If you have contacts stored in a spreadsheet or CRM tool, you can easily import them into your Aha! Discovery workspace. You will need workspace contributor permissions to do this.
Export contacts from your CRM tool to a CSV file (optional).
In Aha! Discovery, navigate to the Participants page and click Import. The Import from CSV window will open.
-
Click Download example CSV or configure your existing CSV with the following data columns:
Email (required)
First name
Last name
-
Organization
Note: Organizations must already exist in your account. Importing contacts will not create new organizations.
ID
When your CSV is ready, click Choose file or drag and drop your CSV file into the import window. Then, click Import.
When the import is complete, you will find the new contacts listed in the Contacts table of your Participants page.
Manage contacts
The Contacts view lists every contact in your workspace and displays each person's Name, Title, Organization, Email, and the Groups they belong to. If you are also using Aha! Roadmaps or Aha! Ideas, you will also see each contact's Ideas portals used, Ideas submitted, Idea votes, and Idea comments.
You can create and manage contacts from here:
Filter the contacts table by organization and group to narrow in on specific contacts you want to see.
Click a contact's name or email to open its record and review or add details.
-
Check the boxes next to contacts to perform bulk actions:
Click Add to study to add selected participants to an existing study. (This will not send emails. You can send emails from the study when you are ready.)
Click Add to group to add selected participants to an existing group.
If you are using Aha! Discovery with Aha! Ideas Advanced or the Aha! Discovery Advanced plan, you can add custom fields to your contact record layout.
Groups
The Groups section on the Participants page lists all the groups you have configured for your account. Groups are collections of contacts that have common characteristics, challenges, or interests. Create groups to quickly identify participants that fit a study.
Add a new group
Toggle the Participants page to Groups and click Create.
Enter a Name and click Create group.
Manage groups
You can manage a workspace's groups from the Groups view on the Participants page:
To delete a group, open its More options menu and click Delete group.
To add one or more groups to a study, check the boxes next to the desired groups and click Add to study. Then, select the study you want to add them to.
Organizations
The Organizations section of the Participants page lists all the organizations in your account. Organizations represent the companies your customers work for. Add organizations to understand who your customers are and to quickly identify participants that fit a study.
Add a new organization
Toggle the Participants page to Organizations and click Create.
Enter a Name and click Create organization.
Manage organizations
You can manage organizations from the Organizations view of the Participants page:
-
To delete an organization, open its More options menu and click Delete organization.
Note: Deleting an organization is permanent.
To add one or more groups to a study, check the boxes next to the desired groups and click Add to study. Then, select the study you want to add them to.