By default participants to an Initiative are added directly to it at the creation of the Initiative prior to publish it. They would then be notified by email that they've been invited to contribute to an Initiative.
In addition, if an Initiative needs a broader audience you can add participants after the creation of the Initiative.
How to invite Participants to an Initiative?
Step 1: Go to your Initiative in Innovation Hub
Step 2: Click on 'Manage Participants'
Step 3: a popup will appear and you will be able to add participants in 3 different ways:
You can add all users of a specific Relationship to this initiative meaning they can all contribute to this initiative. The list of all the Relationships already created in the system is available clicking on ‘Select Relationships’. Click on the + button of the Relationships you need the users to have access to this initiative and hit the ‘Done’ button. (area A)
You are able to invite External Users meaning users that don’t have any account in Vizibl App. Click on ‘Invite Users’ and a pop will appear. You will be able to type manually their email addresses or upload a CSV file with all the email addresses. (area B)
You also have the possibility to create a Shareable Public URL by clicking on the button ‘Generate link’ if this functionality has been enabled during the Implementation Process of the tool. This link can be copied directly once generated and any person you share this link with will be able to submit an idea for this Initiative. (area C)
Step 4: Once the participants have been added you can click on ‘Save’.
The participants, or called collaborators, will then receive email invites to enable them to submit ideas for this Initiative.
In the email invite the participants will be presented with key information of the Initiative so they can understand at one glance what their contribution is for.
When a participant submits an idea, his submission will appear as an Opportunity and will be directly linked in Vizibl in the appropriate Initiative.
