Personalized Interview Links: Send Targeted Research Invitations to Every Participant

Personalized interview links let you embed participant-specific context directly into a Koji interview URL, so the AI interviewer greets participants by name, references their company, and tailors the conversation to their specific situation — all before a single question is asked.

The result: higher response rates, more relevant conversations, and insights that are already segmented by participant attributes when you open your report.

What Are Personalized Interview Links?

A standard Koji interview link looks like this:

https://interviews.koji.so/s/your-study-slug

A personalized link looks like this:

https://interviews.koji.so/s/your-study-slug?name=Sarah&company=Acme&role=VP+of+Engineering

When Sarah clicks her link, the AI interviewer greets her by name, knows she works at Acme as a VP of Engineering, and can reference that context throughout the conversation. "As a VP of Engineering at a company like Acme, what does your current research workflow look like?" is a very different opening than "Tell me about yourself."

This is personalization at the interview level — not just in the invitation email.

Why Personalized Links Outperform Generic Invitations

Research on survey and interview response rates consistently shows that personalization matters. Personalized outreach generates significantly higher engagement than generic blasts. The same principle applies to qualitative research:

Participants feel seen, not processed. When an AI interviewer references your specific role, company, or recent purchase, you know it is not a generic survey blast. The conversation feels purposeful.

Completion rates improve. Koji customers running personalized interview campaigns report 20–40% higher completion rates compared to generic study links, simply because the opening message is contextually relevant.

Data arrives pre-segmented. Because participant attributes are embedded in the URL, Koji automatically tags each interview with those attributes. Your analysis report can break down themes by company size, role, or any other dimension you tracked — without manual tagging.

AI follow-ups are smarter. The AI interviewer uses participant context to ask better follow-up questions. A generic study asks "What is your biggest challenge?" — a personalized study asks "As an engineering leader managing a distributed team, what is your biggest challenge?"

How to Set Up Personalized Interview Links

Step 1: Import Your Participant List

In the Recruit tab of your study, click Import via CSV. Your CSV should have one row per participant, with columns for:

• email (required for tracking)
• name (recommended — enables personal greetings)
• Any custom attributes: company, role, plan, segment, cohort, tenure, or anything else relevant to your research

Koji accepts any column headers as custom attributes. There is no fixed schema — you define what is relevant for your study.

email,name,company,role,plan
[email protected],Sarah,Acme Inc,VP Engineering,enterprise
[email protected],Tom,Beta Corp,Product Manager,starter

Upload the CSV and Koji generates a unique personalized link for each row, with all the attributes embedded as URL parameters.

Step 2: Configure Which Fields the AI Uses

In your study brief, you can tell the AI interviewer how to use participant attributes. Navigate to the Brief section and add participant context instructions:

"The participant's name is {{name}}. They work at {{company}} as a {{role}}. Reference their company context when relevant, but do not make assumptions about their technical background."

This gives you fine-grained control over how the AI uses personalization without hard-coding anything into the study design itself.

Step 3: Distribute Links via Your Existing Tools

Koji generates a unique link per participant. You can:

• Paste links into email outreach — Outreach, Salesloft, Mailchimp, or any tool that supports mail merge
• Send via your CRM — add the Koji link field to your contact records in HubSpot, Salesforce, or Intercom
• Include in Slack messages — ideal for internal employee research
• Embed in post-purchase or in-app flows — trigger the interview link when a user reaches a product milestone

No third-party recruitment platform required. You own the distribution channel.

Step 4: Track Completion by Participant

The Recruit tab shows real-time completion status for each imported participant. As interviews are completed, you see exactly who has responded and who has not — enabling targeted follow-up outreach to non-responders without revealing any individual responses.

Personalized Links + Structured Questions: A Powerful Combination

Koji's structured questions add a quantitative dimension to your personalized interviews. Structured questions support six types: open_ended, scale, single_choice, multiple_choice, ranking, and yes_no. When combined with personalized links, you can:

• Pre-segment NPS or satisfaction scores by company or role — not just overall averages
• Track ranking responses by participant cohort — do enterprise customers rank features differently than SMB customers?
• Compare yes/no responses across segments — does feature awareness vary by onboarding cohort?

Because each participant's attributes are stored alongside their interview, report aggregations automatically break down by segment. You get the depth of qualitative interviews plus the statistical cuts of structured survey data — for every attribute you tracked.

Use Case: B2B Account Expansion Research

A SaaS company wants to understand why some accounts expand to higher tiers while others do not. They export 150 accounts from their CRM with attributes: company, current_plan, months_since_signup, and has_expanded (yes/no).

They import this into Koji and create a study with structured questions including:

• A scale question (1–10): "How well does the product support your current workflows?"
• A single-choice question: "What is the primary reason you have not upgraded yet?"
• An open-ended question: "Walk me through the last time you considered upgrading."

The AI interviewer references each participant's company and current_plan, making the conversation feel like a genuine account review rather than a cold survey.

The resulting report breaks down satisfaction scores, upgrade blockers, and upgrade intent by current_plan and has_expanded cohorts — automatically generated. Traditionally, this level of segmentation would require weeks of manual transcript coding.

Use Case: Post-Onboarding Feedback for New Users

A product team wants to understand onboarding friction for users who signed up in the last 30 days. They export a user list from their database with: name, email, signup_date, plan, completed_onboarding, and features_activated.

The AI interviewer knows which features each user has activated, allowing contextual follow-ups: "You have been using the reporting feature — what was your first impression?" rather than generic onboarding questions.

This is the kind of contextually-aware research that was previously only possible with a skilled human moderator who had read through each participant's profile beforehand — now automated for every participant.

CRM Integration Patterns

Personalized links make Koji a natural extension of your existing CRM workflow:

HubSpot: Add a Koji interview link to your contact sequences. When a trial user reaches day 14, trigger an automated email with their personalized Koji link via a HubSpot workflow.

Salesforce: Add a Koji column to your opportunity records. After closing a deal (won or lost), send a personalized win/loss interview link automatically via Salesforce Flow.

Intercom: Trigger Koji links via Intercom campaigns. "You have been with us for 90 days — would you share your experience in a 5-minute AI interview?" with the participant's name and plan pre-filled.

In each case, the link carries participant context so the AI interviewer starts from a position of knowledge, not a blank slate.

Privacy and Data Handling

Personalized links are one-time-use by default — a participant's link will not work if forwarded to someone else, preventing duplicate submissions and ensuring data integrity.

All participant data imported via CSV is stored securely in your Koji workspace and is subject to Koji's standard data processing terms. Participant attributes are only used to personalize the interview experience and for segmentation in your reports.

Related Resources

• Structured Questions Guide — Add quantitative dimensions to your personalized interviews for segment-level analysis
• Importing Participants via CSV — Step-by-step guide to setting up your participant list
• Managing Research Participants — Track completions and manage your Recruit tab
• Customizing Your Study — Brand your interview experience from landing page to completion
• Understanding the Research Brief — Configure participant context instructions for the AI interviewer
• B2B Customer Research with AI — Techniques for running B2B research at scale