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Participants

The Participants feature allows you to manage who will receive and respond to the survey. Participants are selected from the node type defined when creating the survey workspace, meaning all available participants come from the associated nodes and their respondent details.

Navigation

Open a Project → Select a Panel → Click Surveys → Open a Survey Workspace → Click Participants

Add Participants​

  1. Click Add Participant — a dialog opens displaying a list of available nodes and their associated respondents, including name, email, phone number, and attributes.
  2. Use search or filters to find specific participants if needed.
  3. Select the participants you want to include.
  4. Click Insert.

Delete Participants​

  1. From the participants list, select the participants you want to remove using the checkboxes.
  2. Click Delete Selected Participant at the top of the page.
  3. In the confirmation dialog, type Delete All.
  4. Optionally, enable Force Delete if required.
  5. Click Remove All.

Export Participants​

  1. Click the Export icon in the top-right corner.
  2. The system generates and downloads a .csv file containing the participants list, including:
    • Node titles.
    • Respondent names, email addresses, and phone numbers.