How to invite customers to an Agile Insights Micro Community

We often get asked: “What is the best way to invite a particular audience to a 3 day agile online insights community discussion…”, it depends! …on the kind of micro community group you are running, but here is one process that works pretty much all the time.

Mail in PC

When you invite participants to take part in an agile online micro community discussion, it pays to keep it simple! A micro insights community is a small community of 15 to 30 people who come together to talk about particular topics over days or weeks. From the very beginning assume your targeted participants don’t know anything about the platform or process you are using. This doesn’t mean sending them a very long and laborious email detailing every aspect of the online research method. A long-winded explanation only serves to create negative expectations and ultimately adversely affects the community context and discussion participation rate.

To get an online community discussion up and running follow this three step process: (I am assuming here you have already screened participants through some kind of recruitment process – this is a topic for another day.):

  1. I strongly suggest you make contact with participants before sending out the actual invitation to the discussion; this can be done by email or by good old fashioned telephone. I can’t tell you how many times we have seen discussion boards started where participants have no idea why they are receiving an invitation email to log into a forum. It only leads to confusion, frustration and in some cases spam complaints for your organisation.
  2. Send participants the invitation email from the agile micro community discussion tool; this should include the board details, start time, how long the discussion will last, how they should contact you if they have any issues, the username and password, and a link to your organisation’s website – this will help reinforce your credibility.
  3. Include a community introduction for participants when they first log in. When participants first login they will not know where to look, so make sure your introduction contains a quick welcome message, introduce yourself, make them feel at ease, and reinforce any of the discussion rules.

Below we have provided an example for each of the above. Please feel free to build on these when running your online community discussion.

Step 1 the pre-invitation warm-up

Please note: This can be done by phone or email. If you are doing this by phone, I suggest you also send them an email to ensure the participant’s recall your instructions.

[Add a short intro about your project and remind them who you are and how you came to selecting them for this project]

You will shortly receive an invitation to participate in an online discussion board. An invitation email will be sent to your nominated email address. This email will contain important information including:

  • The start time of the discussion board.
  • A website link which will take you to the board’s login screen.
  • The username and password you will need to log into the board.

GroupQuality Discussion Boards

Please keep this information in a safe place! To access the discussion on the scheduled date and time, you will need to use the information provided in this invitation email.

7 quick tips to get the most out of the discussion.

Participating in a micro community discussion is like commenting on micro focused Facebook, LinkedIn or Twitter.

  1. Log in with your username and password.
  2. Once logged in, please read any instructions before select a discussion topic.
  3. You can change your password by selecting the change my password link on the top right corner of your account.
  4. On choosing a topic, you will be taken to the commenting area called the ‘workspace’.
  5. You can read the current discussion topic, other participants’ comments.
  6. You will be able to post a comment by either entering text in the comment box at the bottom of the screen or to select the blue button under the discussion topic. To reply to a comment select the “Reply” button.
  7. This board is anonymous, which means you will be assigned a ‘Guest’ name instead of your real name. You can change your name once you are logged by clicking on the Guest alias (please note: use point 6. only if the discussion board’ has been set to use an ‘Alias’).

Step 2 The board invitation.

Dear [first name]

You have been invited to participate in a private discussion about [Enter the board topic and a brief description here]

Your discussion group will start: [start date and time]

Your login details are:

  • Username: [username ]
  • Password: [password ]

You can log in at [board login web address]

If you have any issues accessing the discussion board, please contact us at

[Any additional information you need to include here]

Step 3 The board introduction:

You have successfully joined the discussion [Enter the board topic here]. Your moderator for this discussion board will be [Moderators name].

This discussion is about [describe the primary purpose or subject matter of the discussion here]

Stay informed

This discussion will take place over [xx] days, and each day a new topic will be posted to the board which you need to comment.

Please read each discussion topic carefully and feel free to comment as often as you like. You will see other participants’ comments in the board (please note: this only applies to a public board! Conversations are private if the board or topic is set to private) and you are encouraged to follow the conversation.

From time to time you will see moderator comments and replies to participant comments, please pay attention to any moderator instructions.

Please be courteous and considerate of other members. If you have any questions, you can email the moderator at


If you follow these basic instructions, it will set you on the track to a fruitful and insightful discussion.

Follow us on Twitter

Steven Mallows

Co-Founder and CEO

GroupQuality® is a cloud based customer feedback and insights software and service that helps you capture consumer insights, in less time, on smaller budgets and with fewer resources. If you need a fast and flexible tool to engage customers, employees and partners, to communicate, collaborate, ask questions and quickly capture the answers, then we are for you!

This article first appeared @

Share this: