Only users listed as Recruiters on a project can add participants.
1: Viewing Participants
First, navigate to the Participants tab within the project.
There are two options for adding respondents.
1. Add Participant: This option allows you to add participants one by one by filling out the required fields.
2. Bulk Upload: This option allows you to add multiple participants at once by adding them to a supplied .CSV spreadsheet.
2: Adding a Single Participant
After clicking “Add Participant”, you will see the following fields:
1. Invitation Name: This is the name that is shown ONLY in the Participant invitation. This can be the Participant's full name as it will NOT be visible to anyone other than the Recruiter.
2. Display Name: This is the name with which the Participant will enter the Meeting Room. As such, Personally Identifiable Information should NOT be included here.
3. Email: This is the email at which the Participant will receive their invite. If you cannot share the Participant's email in the platform, you can just put a placeholder here.
4. Primary and Secondary telephone: These are the numbers which Digital Interviews will use to reach out to Participants. If a Participant fails their test, our Support personnel will call the Participant and help them through testing. For Full-Service projects, your dedicated Project Operator will use these numbers to call the Participants prior to the session, and, if necessary, help them through testing.
5. Language: Specify the Participant's language.
6. Time Zone: This reflects the Participant's own time zone. The session time in the Participant Invite will reflect the time zone selected here.
7. Country: Select the Participant's country of origin.
8. Notes: Any additional notes can be added here. These will be visible to other users added to the project.
3: Adding Multiple Participants
- Click “Bulk Upload”. The following page will display:
- Download the pre-made Excel .csv template provided on the upload page.
- Open the template and enter the data for your participants. The template contains the same fields as when uploading participants manually, one by one.
- Save the .csv file template to your device and then click “Upload” to upload it into the platform.
- Assign Default Values to the participants you uploaded via the .csv These values will be shared between all participants included in the sheet. In cases where participants are in different time zones (e.g., five participants are in US Eastern Time and two are in US Mountain Time), select US Eastern Time as most of your participants are in this time zone.
- Review the summary page, which shows the participant data from the template and the chosen Default Values. If you have made any mistakes while filling out the template or need to change anything (e.g., participants’ time zones), you can edit each row. The below example shows two of the participants’ time zones already edited. When done, click “Validate changes”.
- Review the upload again. Once you are satisfied will all your changes, click “Complete”.
4: Upload Complete
Once you have added participants, whether individually or through a bulk upload, the participants are now ready to be scheduled to sessions and will appear in the PARTICIPANTS tab.
