Coda for Research: Design, Run & Present In-Depth Studies (🌶🌶 Medium Kit)
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Coda for Research: Design, Run & Present In-Depth Studies (🌶🌶 Medium Kit)

4. Interviews & Notes

Prospective participants, invitation language, note-taking for each user.
Prospective Participants
Our list of all candidate participants that match the personas we’re studying, and who has confirmed an interview.
Search
Name
Email
Persona
Confirmed?
1
Nick Slick
Nicky@slicky.com
Specialty Store Enthusiast
2
Pepper de la Salsa
Peppy@thinkquick.com
Specialty Store Enthusiast
3
Hal E. Peña
Hallo@pena.com
Specialty Store Enthusiast
4
Jenny Penny
jen@penny.com
Specialty Store Enthusiast
5
Lindsey Blimp
Lindsey@blimp.com
Occasional Splurger
6
Olaf Frenzo
Olaf@frenzo.com
Specialty Store Enthusiast
7
Jeremiah Jingle
Jer@jingle.com
Specialty Store Enthusiast
There are no rows in this table
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Study Invitation Language
The language we’ll use to invite users to our study.

Write your study invitation language here
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Example

Hi [First Name],
Great to meet you! I'm Alissa, a User Researcher at Coda.
We're studying how we can make it easier to find bananas at our Tropical Fruit Stand stores. As someone who recently bought bananas, I'd love to learn about your experiences so far. But don't delay, the opportunity to weigh-in ends on [insert date one week from now].
Sign-up for a 20-minute live interview / screen share
⁠
Sign-Up
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Have questions before you get started? Feel free to reply to this email and I'd be happy to help!
Cheers,
Alissa Doose
User Researcher | she/her | Coda
Study Invitations Sent?
Confirming whether we’ve sent our study invitations to users.
Complete?
⁠
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Send Date
3/14/2023
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Sent Via:
​
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Calendar Invitation Language
The language we’ll use in our calendar invitation when users sign-up for the study.

Write your calendar invitation language here
⁠
Example

Subject:
Invitee Full Name + My Name
Body:
Hi [First Name],
Thank you for signing-up for an advice interview!
In this session, we’ll be focusing on Tropical Fruit Stand’s banana selection. I’ll ask you to re-trace your steps on your buying journey.
I look forward to meeting you!
Cheers,
Alissa Doose
User Researcher | she/her | Coda
Calendar Invitations Sent?
Confirming whether we’ve sent our calendar invitations to confirmed users.
Complete?
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When to Send?
​
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Send Via:
​
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Scheduled Participants and Note-taking
A summary of who we’re scheduled to run interviews with, and a place to take notes.
Search
Open
Name
Interview Date & Time
Interviewer
Note Taker
Start Session
Interview Complete?
1
​
Nick Slick
8/14/2023, 8:00 AM
Lola Tseudonym
Buck Dubois
Start
2
​
Pepper de la Salsa
8/14/2023, 10:30 AM
Lola Tseudonym
Buck Dubois
Start
3
​
Hal E. Peña
8/15/2023, 8:00 AM
Mary Jones
Lola Tseudonym
Start
4
​
Jenny Penny
Polly Rose
James Booth
Start
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5. Insights Analysis
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