To add participants to a project, go to the Participants menu in Mission Control and select the "+ Add Participants" or "Import CSV" button in the top menu. Participants can be added to projects in a range of different ways:
- Add from Contacts or Participant Lists
- Add individual participants and anonymous participants quickly without the need to use the Contacts and Participant lists
- Import participants from a CSV file
Click the Edit button or the Delete button alongside a participant to make changes to, or delete, individual participants. To delete multiple participants, select the check boxes next to the participants to be deleted, then click the "Selected" button at the top of the screen and click Delete. A Confirm Delete warning message will appear with a list of the participants to be deleted and the options of confirm Delete of Leave.
When adding a contact or person to a project they become a Participant. Editing or deleting participants in a project does not delete or change the person's details in Contacts or Participant Lists. Conversely, after participants have been added to a project, editing Contacts or Participant Lists will not change the participant details in the project.
Quick Participant Add
The Quick Add feature can be used to quickly add a participant directly into a project without needing to add them to Contacts. Enter the name, email address or other details then click Save and the participant will be added to the project participants. Only one field is required. Adding a "Quick" participant does not add them to the Contacts.
Add from Contacts
Click the Contacts tab and select contacts to add to the project. Don't worry if the person already exists as a participant, they won't be added twice.
Add from a Participant List
Click the Participants Lists tab and select the Participant List to add all members of the Participant List to the project. Don't worry if any people already exist as participants, they won't be added multiple times.
Import participants from a CSV file
Multiple participants can also be imported directly into projects as participants. When people are imported directly into projects they are not added to Contacts in the Dashboard. Select the "Import CSV" button in the top menu. The process for importing participants is essentially the same as Importing Contacts.
The required data for importing project participants is First Name, Last Name or Email Address. Note, if you don’t enter an email address, you will need to manually provide the participant with the login link. So, for example, create columns in the CSV for First Name, Last Name and Email Address. Optional data fields include Tags, Organisation, Job Title and more.
When importing participants into Projects duplicate records are allowed and will be created in the project.
A message will appear to confirm successful import and to advise the results of the import.