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Get deeper engagement from your contacts

When you invite a contact to become a participant which means Participant, they can sign in to Makerble , submit surveys and share progress.and access a customised view of the platform where they can answer surveys, share progress and more.

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Step-by-step instructions

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1. Access the contact’s Profile Page

2. Press Invite to participate (this is a premium feature that needs to be enabled on your account - contact billing@makerble.com to purchase Participant Credits and turn it on)

   

3. You arrive on the Participating As tab

   1. Use the text box on the right side to enter the contact’s email address

   2. If that contact already exists as a Makerble User, you can select their name from the search results

   3. If that contact does not already exist as a Makerble User, a User Account will be automatically generated for them and they’ll receive an email containing their login detailsvv

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4. You’ll be redirected to either the contact’s profile page (Summary tab

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   See ) or to the Participating Contacts page.

5. To access the Participating Contacts page,

   1. go to the Contacts app

   2. click More Options

   3. select Participating Contacts

   4. You’ll arrive on this page where you can see the status of the

   invitations sent on the Connect tab of the Manage Beneficiaries page Image Removed

   1. Connection Requests sent to any existing Makerble Users as well as the New User Accounts that have been created.

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Related articles

• Comparison: Contacts v Participants v Colleagues

• Invite contacts to become Participants (by adding contacts to a Managed Progress Board)

• Participant Credits