> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userintuition.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> 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.

# Invite Your Customers

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.

***

## 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

***

## 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)

***

## Input Methods

### Manual Entry

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

<Steps>
  <Step title="Open Add Invites">
    Click **Actions** → **Add Invites**
  </Step>

  <Step title="Select Manual tab">
    The Manual tab should be selected by default
  </Step>

  <Step title="Enter email addresses">
    Type or paste email addresses into the text field
  </Step>

  <Step title="Add to list">
    Click the **+** button to add each address
  </Step>
</Steps>

**Best for:**

* Quick invites to a small number of participants
* One-off invitations to specific customers
* Testing with internal team members

<Tip>
  You can also upload a CSV file with email addresses for bulk invitations.
</Tip>

***

### Contacts (CRM Integration)

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

<Steps>
  <Step title="Open Add Invites">
    Click **Actions** → **Add Invites**
  </Step>

  <Step title="Select Contacts tab">
    Click the **Contacts** tab
  </Step>

  <Step title="Search or browse">
    Find contacts using search or browse your synced list
  </Step>

  <Step title="Select contacts">
    Check the contacts you want to invite
  </Step>
</Steps>

**Best for:**

* Inviting specific customers from your database
* Targeting based on CRM attributes
* Maintaining consistent participant records across studies

<Note>
  Contacts require CRM integration. Contact support to set up your integration.
</Note>

***

### Segments

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

<Steps>
  <Step title="Open Add Invites">
    Click **Actions** → **Add Invites**
  </Step>

  <Step title="Select Segments tab">
    Click the **Segments** tab
  </Step>

  <Step title="Choose a segment">
    Select from available segments (e.g., "Loyal Customers," "Recently Churned")
  </Step>

  <Step title="Confirm">
    Review and confirm the invitation
  </Step>
</Steps>

**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

<Note>
  Segments require integration with your CRM or customer data platform. Contact support to configure segments.
</Note>

***

## Managing Invitations

### Viewing Invite Status

The Invites tab shows all invitations with their current status:

| Status                    | Meaning                                     |
| ------------------------- | ------------------------------------------- |
| **Sent on \[date]**       | Invitation email was delivered              |
| **N/A**                   | No email sent (widget or link participants) |
| **Taken on \[date/time]** | Participant completed the interview         |

### Invite Actions

For each invitation, you can:

| Action          | Description                                      |
| --------------- | ------------------------------------------------ |
| **Resend**      | Send another invitation email                    |
| **Delete**      | Remove the invitation                            |
| **Copy** (icon) | Copy the unique invite link for this participant |

### 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

***

## Best Practices

<AccordionGroup>
  <Accordion title="Personalize when possible">
    Direct email invitations tend to have higher response rates than generic links. Participants appreciate being asked by name.
  </Accordion>

  <Accordion title="Set expectations">
    Let participants know how long the interview will take (typically 10-20 minutes). Clear expectations improve completion rates.
  </Accordion>

  <Accordion title="Time your invitations">
    Send invitations when participants are likely to have time to respond. Avoid holidays and weekends for B2B research.
  </Accordion>

  <Accordion title="Send reminders">
    Use the Resend action for participants who haven't responded after a few days. A gentle reminder can significantly improve response rates.
  </Accordion>

  <Accordion title="Mention incentives">
    If you're offering incentives, highlight them in your invitation. Even small incentives can meaningfully improve participation.
  </Accordion>
</AccordionGroup>

***

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="How many participants can I invite?">
    There's no limit to manual invitations. Invite as many customers as you need.
  </Accordion>

  <Accordion title="Can I invite the same person to multiple studies?">
    Yes, but be mindful of research fatigue. We recommend spacing out invitations to the same participants.
  </Accordion>

  <Accordion title="What email do participants receive?">
    Participants receive a branded email invitation with your study details and a unique link to begin the interview.
  </Accordion>

  <Accordion title="Can I customize the invitation email?">
    Contact support to discuss email customization options for enterprise customers.
  </Accordion>

  <Accordion title="Can I close invitations after reaching my target?">
    Yes. You can delete pending invitations to prevent additional responses.
  </Accordion>

  <Accordion title="How do I set up CRM integration?">
    Contact support to configure integration with your CRM (Salesforce, HubSpot, etc.) or customer data platform.
  </Accordion>
</AccordionGroup>