Get deeper engagement from your contacts
When you invite a contact to become a Participant, they can sign in to Makerble and access a customised view of the platform where they can answer surveys, share progress and more.
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