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The outreach message is the agent’s opening message: the first thing participants read when they open your study link, inviting them to start the interview. The agent asks its first question once the participant replies. A video study has no outreach message: its welcome page is the first thing participants see. Pillow drafts the outreach for you. The message is written in the study’s default language and translated into every language the study supports (see Interview in multiple languages).

Find the outreach message

Pillow drafts the outreach in the Outreach field at the top of the Interview guide section of the study page, for example:
Hey! It’s {{agent_name}} from {{org_public_name}}. I’m talking with shoppers about how they pay online. Got two minutes to share your take?

Edit the message

  • Edit it directly. In the Interview guide section, edit the outreach message. The change saves when you click outside the field.
  • Redraft it in the builder chat. Describe the change you want, for example:
    Rewrite the outreach so it mentions checkout, and keep it to two sentences.
Either way, every other language the study supports is translated again from the new text. If Outreach changes not saved appears, translation failed and the edit has not been saved. Edit the message again to retry.

Use template variables

Two variables are replaced when participants see the message.

Change the message after launch

Once the study is live, the Study Builder is closed. On the study page, open Settings > Brief and edit the Outreach field there. The change is staged: participants keep the published message until you click Save and publish. Published changes reach participants who open the study after you publish. See Launch a study for everything Save and publish covers. When a study has ended, its settings are read-only.

Customize your agent

Set the name and tone of voice the outreach is written in.

Share your study

Send the study link to participants.