How to Enroll Participants in a Journey

Learn how to add people to Journeys that facilitate Offsites, Happy Hours, Opt-In Trainings, Mentorship Programs, and more.

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Written by Essence
Updated over a week ago

Who are Participants?

Participants are individuals who you enroll into 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 Click 'Enroll with Form' and select an anchor date for the cohort (e.g., the start date of a peer mentorship program or a happy hour).



2️⃣ Customize the invitee message, title, description, and questions (required or optional) according to your preferences.



3️⃣ 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 Select the 'Enroll Multiple' option in the Participant section and enter the anchor date and time zone these participants are in. Then, click Add Participants.


2️⃣ Add individuals line by line or copy/paste from an Excel sheet.


3. Individual Enrollment

1️⃣ To enroll a single person, select the 'Enroll Participant' option and complete the required fields:


❓ Questions? Concerns? Click the Donut icon in the lower right corner to get in touch with our support team.

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