You can invite research participants you've interviewed previously via the 'Past Participants' tab in your Organization Dashboard.

Who can I invite

You can invite participants who have previously participated in one for your projects --You can no longer invite participants who didn't previously participate in one of your projects.

How to invite past participants to a project: 

Past Participants will automatically become part of your RMS contacts, but unlike your important contacts you can invite past participants to the both RMS contact project and marketplace projects. 

How to invite a past participant to a marketplace project: 

  1. Click Participants tab in the left navigation bar - this includes both your imported contacts and any past participants. 
  2. Select a participant and click the "Invite" button for them - you can filter to only find past participants by setting the source filter to "Marketplace". 
  3. Click "Invite" in the top right corner of the page
  4. Select a Project that you want to invite the participant to. 
  5. Include a message to the participant
  6. Click "Invite" 

How to invite past participants to an RMS participants project: 

For an RMS Participants project, you can invite both your contacts and past participants to participant. This is different than the marketplace projects in that you won't also source new participants from our marketplace. 

  1. Click Participants tab in the left navigation bar - this includes both your imported contacts and any past participants. 
  2. Add your past participants to a list -- Here's more on how to do this
  3. Go back to your projects (click Projects in the left navigation)
  4. Click "New Project" 
  5. Create a new project using the RMS participants option
  6. Complete the project set up and add the your list of past participants to the campaign. 

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