Studies help you establish a standard approach to customer research. Create a study to align your team around research goals, assumptions, and best practices — then track all your customer interviews and insights directly in the study record. Use those insights to create a report of the most valuable learnings gained from your research.Click any of the following links to skip ahead:
Studies overview
A study is a workspace record where you can define what you want to learn, link all your research, and distill learnings that will inform your product strategy.
Navigate to Studies to find all studies in your workspace, filterable by status and time frame. From here, you can add a new study or click a study to open its record.At the top of a study record are Type, Date, Status, and Researchers fields. Workspace contributors can edit these fields at any time. Click the More options menu to Add a study image or Show study preparation.
Prepare
The Prepare section of a study provides a place to do all the preparation work for a study — such as recording goals and assumptions, adding and inviting participants, scheduling interviews, and creating an interview script.
Overview
The Overview page is ideal for aligning researchers around the study's goals. You can also add an interview to a study from here. Click Get started to begin preparing a study. Or skip ahead and configure each section individually:
Enter a description of the study in the Summary field.
Add Goals to track what you want to accomplish with the study.
Add Assumptions to track what you expect to learn from the study.
Add Interviews associated with the study.
See Completed interviews that are linked to the study.
Schedule
Build the scheduling page participants will use to schedule an interview. Configure each section to customize the page:
In the Branding section, upload a Logo and select an Accent color to customize the look of the scheduling page.
Set the Times you are available to meet with participants. You can add specific days and times that you are available. These are the times that participants can select on the scheduling page.
Add Study information that will display on the page.
Select an option for the Meeting link. Choose Use my meeting URL and enter a recurring URL here if you are not using an integration. If you are using the Microsoft Teams or Zoom integration, select Use automatically generated URL.
Participants
Manage study participants:
Click Add participant to add contacts or groups that will potentially participate in the study.
Use the Organization, Group, and Status filters to narrow in on specific participants you want to view.
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Select participants and click Invite to send emails inviting them to the study.
In the Confirm sending invitation window, you can review the email participants will receive and its recipients. Click Send a test to preview the email. Click Send invite emails to send them.
Macros
Prepare the automatic and manual email macros participants will receive. Use text replacements to customize macros with participant names, a link to your scheduling page, and more. You can enable or disable any of the emails individually:
Invitation: Sent to participants to invite them to participate in the study
Joined: Sent to participants after they schedule a study session
Reminder (1 day): Sent to participants the day before a scheduled interview
Rescheduled: Sent to participants when an interview is rescheduled
Scripts
Add guidance and interview best practices for researchers (such as questions they should ask participants during interviews).
Edit the Guidance field to provide best practices for how to conduct the interview or remind researchers about the study's goals.
Click Add question to add a new interview question.
Drag and drop questions to reorder them.
Manage
A study's Manage section is where you can manage all the aspects of your research — like sending emails, scheduling interviews, gathering insights from your research, and more.
Inbox
See all emails that have been sent for the study. Filter emails by Pending and Sent emails so you can keep track of email delivery. Click Send invitations to navigate back to your Participants page and send additional invitations.
Interviews
See all interviews linked to a study. You can also view just the Upcoming and Completed interviews for the study.
Click Add interview to create and link a new interview to the study.
Click an interview to view its record.
Click See transcript to view the interview's Details view and Highlights.
Insights
A study's Insights page provides two views: Report and Answers.
Report: Build a report of insights highlighted across all interviews linked to a study. You can pull in Learnings or Quotes from interviews, Links to related Aha! records, and more.
See the Answers highlighted across all interviews linked to a study.