Participants

The Participants tab lists everyone who has been given access to take the survey. From here you can add participants individually, import them in bulk, send invitation emails, and manage existing records.

Participant list

The list displays the following columns:

Column	Description
Name	First and last name.
Email	Email address.
Email Status	Whether the address is pending, verified, or invalid.
Send Status	The delivery outcome of the most recent email: not sent, queued, sent, soft bounce, hard bounce, or complaint.
Invite Sent	The date and time the invitation email was sent, “Queued” while it waits to be sent, or “No” if not yet sent.
Reminder Sent	The date and time the reminder email was sent, “Queued” while it waits to be sent, or “No” if not yet sent.
Language	The language assigned to the participant.
Token	The participant’s unique access token, with a copy button.
Created	The date the participant record was created.

Use the search bar to filter by name or email.

Adding participants

Manually

Click Add Participant and fill in the form:

Field	Notes
First Name	Required.
Last Name	Required.
Email	Required. Must be a valid email address.
Token	Optional. Auto-generated if left blank. Uppercase letters and numbers only.
Language	Required. Select from the list of available languages.

If the survey has custom attributes that are not marked Internal, they appear as additional fields in this form. See Participant Attributes to define and manage custom attributes.

Importing

Click Import to upload a file containing multiple participants. The system validates the file and reports any errors before importing.

Sending invitations

Click Send Invites to send invitation emails to all participants who have not yet received one. A progress indicator shows how many emails have been sent and reports any errors.

Emails are not all sent at once. They are added to a queue and released in small batches to protect delivery reputation. A large send is spread over a longer period. While an email waits in the queue, the participant’s Send Status and Invite Sent columns show “Queued”. Once it is dispatched, the Invite Sent column is updated with the timestamp.

Sending reminders

Click Send Reminders to send a follow-up email to all participants who have received an invitation but not yet a reminder. The same progress indicator is shown. Once sent, the Reminder Sent column is updated.

Managing individual participants

Each row has an action menu with options to Edit the participant’s details or Delete the participant record.

Deleted participants are removed from the list. Their responses, if any, retain a reference to the participant ID but display a “deleted” label.

Exporting participants

Click Export to download the participant list as a file. This includes all current participant records, their status fields, and one column per custom attribute appended after the system columns. See Participant Attributes for details on CSV column order and re-import behaviour.