You can invite a contact to become a participant which means they can sign in to Makerble, submit surveys and share progress.
Step-by-step instructions
Pro Tip
The primary way to turn a contact into a participant is to add that contact to a Progress Board Invite contacts to become Participants (by adding contacts to a Managed Progress Board) .
However if your intention is to allow contacts to submit survey responses rather than access a Progress Board, you can use the method below.
Access the contact’s Profile Page
Press Invite to participate
You arrive on the Participating As tab
See the status of the invitations sent on the Connect tab of the Manage Beneficiaries page
