Add participants 1 by 1
From your active campaign screen, select + Add Participants
A pop-up window will display
Enter the participant details
Click +Add Participant at the bottom of the pop-up window.
Repeat for each participant.
Note: If you add a participant after the campaign has been launched, you will need to click the Invite New Participants button.
Add participants in a bulk upload
Click Download Excel Template to download an Excel spreadsheet for your campaign.
Open the excel spreadsheet and open the sheet named Participants Sheet. Delete the examples given. Enter the participant details in the columns. If you are not using Demographics, then delete these columns from the sheet.
If you are using demographics change the headings to match the demographic names you have already set up and link the values the participants details
When adding Pack size, make sure to use the options from the drop-downs in the spreadsheet e.g. 3 Pack, 6 Pack, etc
Save the Excel to your local drive.
To complete the bulk upload, click Bulk upload using excel and select browse files to locate the Excel spreadsheet you have just saved, or you can use the drag and drop feature. Click continue
Check that Column headings match. Once you are happy, click Upload.
Check for any errors, adjust your spreadsheet and reupload until all details are correct
Once you are happy with your participant list you have two options:
Save and Close allows you to come back and make edits prior to launching your campaign
Review Campaign allows you to review your campaign details and launch your campaign.
View example:
View example:
Note: The campaign setup consists of several sections.
Please click here to view the next section.