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. Manual Enrollment
Manual enrollment allows you to add participants to a journey by specifying their journey start date, role, and other relevant details. This method provides flexibility for customizing participant details based on their unique roles.
Note: These instructions guide you through enrolling participants with the new method, which includes a CSV import option. If you prefer the old version, you can click the banner at the top to switch back. The information required for the fields is the same, but the format differs.
Individual Enrollment
If you're enrolling a single participant, follow these steps:
Go to All Participants
In the left sidebar menu, click on All Participants.
Click Enroll Participants
Click the Enroll Participants button in the upper-right corner.
Select One-Time Enrollment
In the pop-up window, select One-time enrollment on the left-hand side.
Click Manually
Choose the Manually option to add participants individually.
Select the Journey
From the drop-down menu, choose the journey you want to enroll the participant in. 💡 You can change this later.
Fill Out Participant Details
Enter the following details:Journeys
Participant
Manager
HRBP
IT
Time Zone
Complete the Enrollment
After filling out the participant details, click Add Participants to complete the process.
Bulk Enrollment
For enrolling multiple participants at once, you can either manually enter each participant's details or use a CSV file to upload the information.
Bulk Import via CSV
For a faster process, you can import participant data by uploading a CSV file:
Download Template: Click the 'Download Template' button to get a CSV template.
Fill in the Data: Complete the CSV file with the necessary participant details.
Upload the File: Once completed, upload the CSV file to automatically populate the table with participant information.
⚠️ Uploading a CSV will clear all unsaved changes on the page.
Complete the Process
After entering or uploading all the participant details, click Add Participants to finish the process and enroll everyone.
2. Form Enrollment
How to set it up:
1. 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.
2. 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.
3. Auto-Enrollment via Slack Channel
For automatic enrollment, participants can be added to a journey when they join a designated Slack channel. This method is best for training or Employee Resource Group onboarding.
Choose Ongoing Automatic Enrollment
In the Enroll Participants section, select the option to enroll participants by joining a Slack channel. Then, select Auto-enroll participants by Joining a Slack Channel.
Select a Journey
Choose the journey you want participants to be auto-enrolled in upon joining the Slack channel.
Select the Slack Channel(s)
Type the name of the Slack channel(s) where participants will be enrolled automatically. Private channels will only appear if Donut is a member.
Save the Enrollment
Once you've selected the channel(s), click Next to confirm. A success message will appear confirming the auto-enrollment.
❓ Questions? Concerns? Click the Donut icon in the lower right corner to get in touch with our support team.