Frequently Asked Questions

How do I upload user data into Clockwork?

You can easily add new user data through our CSV uploader or the API. Please reach out to us for BETA API access.

Can we segment customers in Clockwork and outreach to specific groups of users?

Yes, we allow for sophisticated customer segmentation that will allow you to find the right group of users to engage with at the right time.

Will Clockwork blast our whole customer list?

No, Clockwork's algorithms will send emails out in timed batches based on your study criteria to make sure we don't annoy your customers.

When does Clockwork actually engage our customers?

Your customers will only be contacted during work hours 10am - 5pm in local time for your customers.

Can we reschedule or cancel scheduled appointments using Clockwork?

Yes, there are rescheduling and cancel appointment links available on the calendar invites and in the confirmation emails.

Is it possible to accidentally contact the same customer in two different studies?

No. Once a customer has been contacted, Clockwork will not be able to reach out to the same customer again for a certain period of time. The current default Do Not Contact time setting is 60 days.

Is it possible to know when a customer was last contacted?

Yes. Clockwork automatically tracks the last date of contact and the number of times a customer has been contacted and is visible to everyone on your team.

What are the available Clockwork variables to use when creating recruiting and reminder emails?

Variables relating to your customers:
{{first_name}} 
{{last_name}} 

Variables relating to the study leader in Clockwork:
{{my_company_name}} 
{{my_first_name}} 
{{my_last_name}} 
{{my_job_title}} 
{{my_company_name}}

Variables related to scheduling in Clockwork:
{{scheduling_link}}

Bonus: Best Practice Tips

Find your baseline first - Use your initial study to get familiar with our tool and establish a baseline for your conversion rates. We suggest 1) using our default template and 2) target customers who show high levels of engagement with your product for your first study.

Keep your calendar open - Give your customers more options to book a time with you. Aim to keep your calendar availability high during your studies.

Archive Often - kicking off a new study is super easy in Clockwork. We allow customers to edit live studies but it's often easier to archive stale studies and create a new one.