Participant Communications
Communications begin with 2 :: Project Orientation and continue through to the end
Establish participant communication processes with the client
Purpose To ensure we and the client are on the same page about participant communication. Re...
Communication Content Templates
01 Project Launch (sent from Client Leadership)
Purpose Before DORIS sends any communication directly to participants, a client leader should a...
02 Kickoff Follow Up / Interview Sign Up
Trigger: After Kickoff Meeting(s) occur Recipients: EveryoneFrom: DORIS + [Org name] [Project Na...
03 Interview Sign Up Reminder (repeat as needed)
Trigger: If not everyone has signed up a couple days after interviews have started From: DORIS R...
04 Usability Study Announcement (if needed)
Trigger: Thursday before usability study starts From: DORIS ResearchSubject: Researcher onsite s...
05 Usability Study Reminder (if needed)
Trigger: Friday on first week of usability From: DORIS ResearchSubject: Usability Study Reminde...
06 Survey Launch
Trigger: Day survey launches From: DORIS ResearchSubject: Survey LaunchPreview Text: Take the 10...
07 Survey Reminder (repeat as needed)
Trigger: Not everyone has taken the survey after 3 days From: DORIS ResearchSubject: Reminder: ...
08 Data Collection Thank You / Solutioning Session(s) Sign Up
Trigger: Data collection has finished and workshops date/time/location has been confirmed by liai...
09 Solutioning Session Sign Up Reminder (as needed)
Trigger: People haven't signed up for Session before the only one happening OR after the first da...
10 Solutioning Session Thank you
Trigger: After Solutioning Sessions get wrapped up and get data from Workshop Facilitator From:...
11 Project End
Trigger: When the Research Findings document goes into making From: DORIS ResearchSubject: Thank...
01 - 05 Launch Comm covers KO through usability annoucement
Template Language Subject: Upcoming workplace research with DORIS To: Everyone From: Client...