Send Kickoff Follow up / Interview Sign Up Email

Purpose

Provides context for who DORIS is and the project, contains the interview sign-up link, and provides dates on when the survey and/or usability study will take place.

Responsible Party

Data Analyst

Interdependencies

• Kickoff meetings are complete Interview dates have been finalized.
• A Calendly link for interview sign-up has been created. 

Directions

1. The Data Analyst uses the template email language and updates with project specifics (organization name, purpose of the project, dates, Calendly links, etc.)
2. Data Analyst sends email text to the Pvroject Lead for edits/approval. 
3. Make necessary edits. 
4. Data Analyst sends to Ops Logistics Manager to forward to client liaison for approval. 
5. If there is liaison feedback, Data Analyst makes necessary edits.
6. Send the email to participants using Google mailmerge. 
   

Resources

02 Kickoff Follow Up template

Creating a Google mailmerge - Scribe 
Sending a Mailmerge