How to invite a participant

Jonathan Kennedy
Mar 13, 2024

To invite participants to your project, ensure you are subscribed to the Pro or Plus plan and have credits in your balance.

  • Open the list of participants and use filters to identify merchants meeting your criteria.

  • Click on the participant's account.

  • To invite for an interview, click on "Invite".

  • Select the project from the dropdown menu to send the invitation.

  • Optionally, include a brief welcoming message.

  • Click "Send Invite".

  • A message will automatically be generated in both your and the participant's workroom.

  • Communicate with the participant and ask any necessary questions.

  • The participant will receive an email invitation. They should schedule a call using your Calendly link provided in the project description. Keep it prepared!