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Invite participants from your own customer list via email. This is the recommended approach when you want authentic feedback from people who actually use your product.

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Why Invite Your Own Customers?

User Intuition is designed for interviewing your actual customers—not professional survey-takers or random panel participants. This design choice ensures:
  • Authentic feedback: Every insight comes from people who genuinely use your product
  • Higher relevance: Feedback directly tied to real experiences with your brand
  • Better response rates: Customers are more willing to share with brands they engage with
  • Actionable insights: Real user feedback translates directly to product and marketing decisions

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How to Add Invites

From your Study Dashboard:
  1. Navigate to the Invites tab
  2. Click the Actions dropdown
  3. Select Add Invites
  4. Choose your input method (Manual, Contacts, or Segments)

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Input Methods

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Manual Entry

Add participants one at a time or in bulk by entering email addresses directly.
1

Open Add Invites

Click Actions → Add Invites
2

Select Manual tab

The Manual tab should be selected by default
3

Enter email addresses

Type or paste email addresses into the text field
4

Add to list

Click the + button to add each address
Best for:
  • Quick invites to a small number of participants
  • One-off invitations to specific customers
  • Testing with internal team members
You can also upload a CSV file with email addresses for bulk invitations.

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Contacts (CRM Integration)

If you’ve connected your CRM, you can invite participants directly from your synced contact list.
1

Open Add Invites

Click Actions → Add Invites
2

Select Contacts tab

Click the Contacts tab
3

Search or browse

Find contacts using search or browse your synced list
4

Select contacts

Check the contacts you want to invite
Best for:
  • Inviting specific customers from your database
  • Targeting based on CRM attributes
  • Maintaining consistent participant records across studies
Contacts require CRM integration. Contact support to set up your integration.

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Segments

Invite pre-defined customer segments from your connected data sources.
1

Open Add Invites

Click Actions → Add Invites
2

Select Segments tab

Click the Segments tab
3

Choose a segment

Select from available segments (e.g., “Loyal Customers,” “Recently Churned”)
4

Confirm

Review and confirm the invitation
Best for:
  • Targeting specific customer groups
  • Systematic research across customer segments
  • Recurring studies with consistent audience criteria
Example segments:
  • Recently churned customers
  • High-value customers
  • New users (signed up in last 30 days)
  • Customers who contacted support
  • Customers by subscription tier
Segments require integration with your CRM or customer data platform. Contact support to configure segments.

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Managing Invitations

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Viewing Invite Status

The Invites tab shows all invitations with their current status:
StatusMeaning
Sent on [date]Invitation email was delivered
N/ANo email sent (widget or link participants)
Taken on [date/time]Participant completed the interview

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Invite Actions

For each invitation, you can:
ActionDescription
ResendSend another invitation email
DeleteRemove the invitation
Copy (icon)Copy the unique invite link for this participant

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Searching and Filtering

  • Use the Search box to find specific participants by email, company, or other attributes
  • Use the Show dropdown to control how many invitations are displayed per page

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Best Practices

Direct email invitations tend to have higher response rates than generic links. Participants appreciate being asked by name.
Let participants know how long the interview will take (typically 10-20 minutes). Clear expectations improve completion rates.
Send invitations when participants are likely to have time to respond. Avoid holidays and weekends for B2B research.
Use the Resend action for participants who haven’t responded after a few days. A gentle reminder can significantly improve response rates.
If you’re offering incentives, highlight them in your invitation. Even small incentives can meaningfully improve participation.

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Frequently Asked Questions

There’s no limit to manual invitations. Invite as many customers as you need.
Yes, but be mindful of research fatigue. We recommend spacing out invitations to the same participants.
Participants receive a branded email invitation with your study details and a unique link to begin the interview.
Contact support to discuss email customization options for enterprise customers.
Yes. You can delete pending invitations to prevent additional responses.
Contact support to configure integration with your CRM (Salesforce, HubSpot, etc.) or customer data platform.