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The topmost tab in the content area of participant administration contains its centerpiece, the List of participants.

Adding Participants

New participants can be either added individually or imported from a list of participants in CSV file format. 

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Contacting Participant Groups

The e-mail dispatch options, which are opened via the Contact participant groups button, allow you to target mails to specific participant groups without having to first perform a search in participant administration.

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Updating Participant Data

You can update participant data. You can download an update template under the Participant administration menu item.

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More Functions

Selecting Actions for Participants

You can apply several actions, like Generate codes, Invite or Remind, to selected participants or all of them at once.

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Search and Display Functions and Export

Get to know the search and display

and search

functions of the participant list as well as everything about Excel and CSV export.

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Testing Personalized Projects

To test personalized projects, you need to add participants as testers.

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Dispatching Reminders and Deactivating Accounts Automatically

You can send reminders to participants or have their accounts deactivated automatically in personalized projects and employee surveys.

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