Customer research is most useful when the people making product decisions can understand and act on the insights you uncover. You can share product discovery insights with colleagues who do not have an Aha! Discovery seat, colleagues who use Aha! Roadmaps or Aha! Ideas, and external stakeholders.
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What you can share
What you can share |
Share with |
How to share it |
What people can access |
Key considerations |
|---|---|---|---|---|
Anyone with the link |
Share it as a webpage or export it as a PDF or PNG |
The report's findings, highlights, and supporting context |
You can hide participant names before sharing. Protect the webpage with available security settings. |
|
Anyone with the link |
Copy the clip's URL from the Highlights panel |
The clip and the organization, interview date, and clip description |
People without an Aha! Discovery seat cannot access the full interview or other content in your Aha! account. Generate a new link to invalidate a previously shared link. |
|
Anyone with the link |
A table of studies, interviews, highlights, contacts, or organizations |
People without an Aha! Discovery seat cannot open the underlying Discovery records |
||
Aha! Roadmaps or Aha! Ideas users without an Aha! Discovery seat |
Link a highlight to a feature, epic, persona, or other Aha! record |
The linked highlight when they view the related record |
This keeps customer evidence visible where product teams define, prioritize, and plan work |
|
Aha! Roadmaps users without an Aha! Discovery seat who have access to the workspace |
Create or move the document to the workspace's Discovery folder |
Notes and whiteboards in that folder |
Only content in the Discovery folder is available through the shared workspace connection |
Choose the best way to share research
The way you share research shapes what people can learn and what they can access. Choose an option that gives each audience the context it needs while protecting participant privacy.
Use an insights report when you want to share synthesized findings from a study, interview, or research file. Reports help leaders and cross-functional teams understand the customer evidence behind an upcoming decision without giving them access to Aha! Discovery.
Share a clip when one short customer moment adds useful context to a decision. A clip link lets someone view that moment without exposing the full interview.
Use a list report when people need a current view of your research activity or a collection of highlights. You can also send the report on a recurring email schedule.
Link highlights and quotes to product records when product teams need customer evidence alongside the work they are defining. For example, connect a highlight to a feature or persona so Aha! Roadmaps or Aha! Ideas users can see relevant research in context.
Share notes and whiteboards with Aha! Roadmaps users by placing them in the workspace's Discovery folder. This keeps research documents available to the people who need them.
Protect participant privacy
Before sharing research externally, review what the audience can access. You can hide participants' names when exporting insights reports. For shared webpages, configure the available security settings before sending the link.
You can stop access to a shared webpage by disabling sharing. For clips, generate a new link to invalidate the previous one.