All about study invites ✉️
Never leave a study to send a mass invite to participants in your Pool, and save content per invite not per pool template
These are identical to Pool email distributions, but with the added benefit of existing inside a study for personalization and tracking. This means you can compose a draft using existing Pool email templates, and save an audience using Pool filters, sources, and segments. This will only be saved inside a study.
Updates for Dec 2025
You might notice new options in your study invites, which require no new input in most cases. If you happen to have Pool email templates with 3rd Party URLs and variables, now you can specify that using the new button dropdown. List of improvements:
- From and reply-to fields have moved a bit higher to make more space for editing
- Button behavior is now explicitly in a dropdown for clear and fast editing
- Prepopulate contact fields right from bottom left of study invite (used to only work from Pool)
- Template and content areas render emails more accurately and are cleaned up a bit
- Loaded vs modified indicator for if you make basic edits in the study invite, which do not saved Pool email templates
Benefits of study invites
✅ Buttons and links are locked to the right study. Impossible to have a missing or wrong button.
🚪 Never leave your study to send mass emails, with identical functionality to pool distribution
🚀 Faster than sending a pool distribution (2 clicks vs 9+ clicks)
💾 Content saved inside a study instead of over-writing Pool email templates
💅 10+ New personalization options by study (see below)
🔀 Advanced audiences include batches, random subsets, follow ups and high limit of emails as Pool distributions
Button
This lets you determine where the main call to action button in your study invite points to, by following either the study plan or the pool email template.
Buckle up for some nuance here: if your pool email template has button set to study link but the study plan has something else, like screener set to qualtrics, then the study invite will technically do something a bit different than the pool email template says.