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Inviting Participants to Your Research

After creating and testing your research outline, you're ready to invite participants. Perspective AI offers two invitation methods: shareable links for public or large-scale recruiting, and direct email invitations for targeted participant outreach.

Prerequisites

Before inviting participants, ensure you have:
  • A finalized research outline
  • Tested the interview experience yourself
  • Made any necessary refinements based on your test

Invitation Methods

Method 1: Invite with a Link

Use this method when you want to:
  • Share participation opportunities publicly via your website or social media
  • Include the link in large email campaigns through platforms like HubSpot or MailChimp
  • Allow open enrollment without managing individual invitations
Steps:
  1. Click Invite Participants from your research outline
  2. Select Invite with a Link
  3. Copy the generated participation link
  4. Share the link through your chosen channels
Link invitation URL

Link invitation URL

Generate a shareable link to distribute through websites, social media, or email platforms.

Method 2: Email Invitations

Use this method to invite specific individuals directly from Perspective AI.
Steps:
  1. Click Invite Participants from your research outline
  2. Select Email Invitations
  3. Add participants using one of three options:
    • Manually enter email addresses – Type individual email addresses directly
    • Import from past research – Search for previous research by name to invite those participants again
    • Select a custom group – Choose from pre-defined participant groups (see Custom Groups for details)
  4. Move to the Compose Message step
  5. Review the auto-generated subject line and message
  6. Edit the invitation text if needed to match your tone or add context
  7. Click Send Test Message to preview how the invitation will appear
  8. When satisfied, click Send Invitation
Email invitation interface with participant selection

Email invitation interface with participant selection

Add participants individually, from previous research, or from custom groups.
That's it—your invitations are sent and interviews will start coming in as participants respond.

Understanding Auto-Generated Messages

Perspective automatically creates invitation subject lines and messages based on your research context, including:
  • The research topic and goals
  • The target participant profile
  • The estimated time commitment
  • What participants can expect from the interview
While these messages are ready to send as-is, you can customize them to:
  • Match your brand voice
  • Add specific context about timing or incentives
  • Include additional instructions or requirements

Best Practices

Test before sending. Always send yourself a test invitation to ensure the message is clear, the link works, and the timing expectations are accurate.
Choose the right method. Use links for broad reach and lower-touch recruiting. Use email invitations when you need to control exactly who participates.
Personalize when possible. If using email invitations, consider editing the message to acknowledge the specific group or their relationship to your product.
Set clear expectations. Make sure participants understand how long the interview will take and what they'll be discussing.
Track your invitations. Monitor response rates and follow up with non-responders if needed, especially for targeted email campaigns.

Common Pitfalls & Fixes

Link shared too broadly → Public links can attract participants who don't match your target profile. Use email invitations or add screening questions to ensure fit.
Generic invitation message → Auto-generated messages are a great starting point, but personalizing them increases response rates. Add context about why you're reaching out to this specific group.
No test email sent → Always preview your invitation before sending to participants. Typos and formatting issues are easier to catch in a test.
Forgetting about past participants → Re-engaging participants from previous research saves time and builds continuity. Use the "Import from past research" option to quickly reconnect.
Unclear time commitment → If participants don't know how long the interview takes, response rates drop. Ensure the auto-generated message includes this detail, or add it manually.

What Happens Next

Once invitations are sent, participants will receive an email with a unique link to their interview. As they complete interviews, you'll see results appear in your research dashboard.
Monitor incoming interviews and review form fields and summaries to track progress toward your research goals.