Participant database with contact information in Aha! Discovery

Recruit and manage research participants

Create your own database

Find active users to talk to, add contacts, and track interview participation in a central repository

Communications

Interviews

Recruit

Ask customers if they are open to a conversation right from your product

Enrich

Create a detailed profile for each contact in your database

Track

Report on everyone you meet with and when to avoid research fatigue

Create a participant with key details like title, organization, and group in Aha! Discovery

Take control of your research

Establish a research CRM that the product team owns. Add unlimited contacts — let users opt in to studies with in-app recruiting, upload from a CSV file, or sync with your ideas portal or Salesforce. Organize contacts by company, group with labels, and capture information about each person with custom fields.

Sort participants by who has the most ideas votes to identify active users

Focus on active users

Populate your participant database with customers who like to share product feedback. Recruit users to participate in research studies while they are actively using your application. Or, bring in existing ideas portal users. See which ideas they are interested in so you can match them to the right study.

Integrate Aha! Discovery with Salesforce to bring contact details into your participants database

Connect to Salesforce

Build a healthy research pipeline. Import contacts from Salesforce — along with details like their titles, organizations, and interview approval statuses. This gives you instant access to a rich pool of potential participants. Sync interview history back to Salesforce to give customer-facing teams visibility into discovery work.

Organize contacts by organization and groups in Aha! Discovery

Organize your contacts

Categorize contacts in your database by company and segment. Automatically link people to the right organization based on email domain or via Salesforce integration. Create groups to target specific customer segments — such as persona, plan type, and product usage. Then, use segments to guide your outreach efforts.

Inviting participants to a study in Aha! Discovery

Identify the right participants

Find the most informed people to interview. Search your database, applying filters to quickly narrow your results. Add potential participants directly to a study, then send out a personal email inviting them to meet. Use a custom scheduling page so folks can select a mutually convenient time.

View all completed interviews on a study in Aha! Discovery

Track interview history

Record exactly who you met with and when. Keeping track of previous conversations helps you identify which end users to engage with based on prior interviews. Reaching out to a broad range of users — not just the most vocal ones — ensures your research efforts include multiple perspectives.