Who are Participants?
Participants are individuals who you enroll in your Journey program. While messages can be sent to people other than the 'Participant', the majority of your content will be tailored for the 'Participant'. Anyone else receiving messages who have not been added as a 'Participant' will have some connection to the 'Participant's' journey.
Note: To learn how New Hires differ from Participants, click here.
Enrolling Participants
There are three ways to enroll a participant into a Journey:
1. Form Enrollment
How to set it up:
1️⃣ Visit your Participant's page, and click Enroll Participants in the upper right-hand corner. Ensure One-time enrollment is selected on the left-hand side, and click Participants enroll by answering a form.
2️⃣ Select the Journey you'd like to assign to participants who complete the form. Click Next.
3️⃣ Customize the invitee message, title, description, and questions (required or optional) according to your preferences.
⏰ To save time, you can add pre-written questions from our new Question Library:
Click the "Question Library" button on the Enrollment Survey form page
Browse the categories to find relevant questions for your Journey
Click on a question to add it to your survey
Repeat as needed, then customize or remove questions as desired
4️⃣ Choose where you want to share the form - as a direct message or in a channel.
💡 Clicking 'Send Later' saves the form, allowing you to send it whenever you're ready.
2. Bulk Enrollment
1️⃣ Visit your Participant's page, and click Enroll Participants in the upper right-hand corner. Ensure One-time enrollment is selected on the left-hand side of the pop-up, and click Manually in bulk.
You can now add participant details such as anchor date, time zone, and which Journeys you'd like them to receive. Click Add Participants to continue.
2️⃣ Add individuals line by line or copy/paste from a spreadsheet. Once all participants have been filled in, click Add Participants.
3. Individual Enrollment
1️⃣ Visit your Participant's page, and click Enroll Participants in the upper right-hand corner. Ensure One-time enrollment is selected on the left-hand side of the pop-up, and click Manually one at a time. Fill in the participant's details and select which Journey they should receive.
❓ Questions? Concerns? Click the Donut icon in the lower right corner to get in touch with our support team.