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Once you have added participants to your project, you can invite them from the Participants menu.
1: Sending the Invite
To invite participants, you must first enable the invite tools at the top of the participant grid. To enable the invite tools, select the checkbox for at least one participant.
Select Invite to invite the selected participant(s) immediately. The default invite message template will be sent to the selected participant(s). To modify or change the default invite, see Custom Email Notifications.
Or select Schedule invite to schedule the invite(s) to go out at a later date / time. When you schedule an invite, you can select a specific invite message template, instead of using the default invite.
Tip: To invite all participants in the list, click the checkbox at the top left hand corner of the grid to select them all.
If you click Schedule invite, the New Invite modal opens. Set a date and time for the scheduled invite (1), updated the invite template as desired (2), then click Save (3). The date and time for the send are based on the researcher's timezone.
Once you have sent or scheduled invites, you can check this page to review your participants' registration status and visit counts.
You can also click the "Invites" button on the right of the page create a new scheduled send, or view a list of upcoming scheduled invites. The number on the "Invites" drop-down menu indicates the number of invites scheduled to send. To modify or change the invite, see Custom Email Notifications.
2: Viewing the Invite Email
The standard Forsta invitation template for the participant invite email contains the following project options and information:
1. Temporary Password: A temporary password is provided which allows participants to log into the app and/or website for the first time. Once they have logged in, they will be asked to create a new password of their choosing.
2. Project Server Location: The location of the project server. Participants will need to select the correct server when logging into the app and/or website.
3. Moderator Name: The name of the moderator designated for this particular segment. Researchers are assigned as moderators using segments in the Settings menu under PROJECT SETUP.
4. Accept Invitation: This button is a link that will take participants directly to the project via web browser.
5. Mobile App Download Links: For projects that contain mobile activities, links are provided to both the iOS App and Google Play stores. If your project doesn’t include mobile activities, this section will be omitted.
6. Help: A project support email specific to this project is displayed in case participants need to send the you a message, which you can read inside of Forsta Plus Digital Diaries. If a participant sends a message to this support email, you will receive an email notification letting you know there is a message waiting for you. Forsta Plus Digital Diaries’ technical support email is also displayed in case participants experience sign-in issues.