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Inviting Participants

Send invitations, assign tracks, and monitor participant activity from your program dashboard.

Updated over 2 weeks ago

Participants can always join your program by accessing your public landing page, but you also have the option to invite individuals directly.

I. Sending Invitations

Direct invitations are managed from your program's Round Management tab.

A. Invitation Process

  1. Access Round Management: Navigate to your Program and select the relevant Round tab

  2. Open Sub-Tab: Click on the Participants sub-tab.

3. Choose Method: In the pop-up window, select one of the following methods:

  • Invite a single participant: Use this to manually enter one user's details.

  • Invite multiple participants: Use this to add a list of participants manually or by uploading a CSV file including the participants’ details.

4. Enter Details: For a single invitation, enter the First Name, Last Name, and Email of the user.

B. Customizing the Assignment Message

Use the checkboxes at the bottom of the invitation form to tailor the submission and message for the invitee:

  • Assign to a submission track: Check this box if you are using Submission Tracks and need to pre-assign the participant to a specific track (e.g., "Fintech Solutions").

Note: Customizing the message will override the default invitation template set in the Messages Tab.

  • Customize Invitation: Check this box to enable customizing the invitation message the user receives.

Note on Program Status

If your program/challenge is not yet published, invited users will not receive a participation message until the program is made public.


II. Managing the Participant List

The Participants sub-tab provides several features to monitor user activity and track engagement:

Participant Sub-Tab Features

  • User Management: Easily add or remove users from the program list.

  • Status Check: Check each user’s current status.

  • Quick Actions: Star specific users for quick identification, or send messages to individual users when needed.

Customizing the Table Display

To tailor the data shown in the participant list:

  1. Click the gear icon.

  2. Select the fields you want to show or hide in the display.


What's Next?

After inviting participants and preparing for receiving submissions, it’s time to invite judges for the evaluation phase.

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