Managing responders within published projects

Overview

After a request project has been published, you have the option to include more responders in the project and extend invitations for them to provide their input.

Adding responders to a published request project

To add responders to an already published request project:

1. Navigate to Request Projects.

2. Identify and select the required project.

3. Select Manage Responders from the left navigation pane. The Responders page appears.

4. Click Add Responders and select either From Directory, or Create/Upload.

   • To add responders from the directory:

     1. The Select Responders section appears, select the checkbox associated with the responders you want to add.
        

     2. Click Add Responders. The responders are added successfully.

     3. To send invites to the newly added responders, select the checkbox associated with the responders and click Send Invite.
        

     4. On the Invite Responders pop-up, customize the subject and message for the invite and click Invite.
        

   • To create responders manually:

     1. Click the Create/Upload option.

     2. The Create New Responders section appears, enter the details and click Add.

        Note: To send an invite to the new responder while adding them, check the Send Invite checkbox and then click Add.

        
        

     3. On the Invite Responders pop-up, customize the subject and message for the invite and click Invite.
        The new responder will be created, an invite will be sent and a success message will be displayed.

   • To Upload responders in bulk:

     1. Click the Create/Upload option.

     2. When the Create New Responders section appears, click the Upload tab.

        Note: To send an invite to the new responder while adding them, check the Send Invite checkbox.

     3. Download the template, update it with responders details, then click Select File to upload it.

     4. On the Invite Responders pop-up, customize the subject and message for the invite and click Invite.
        The new responder will be created and an invite will be sent.

   Note: The new Responders are automatically added to the responder directory. They are available in the Directory for future projects.

Manage responders within the project

You can effectively manage and oversee the responders who have been added within the project.

To manage the responders within the project:

1. Navigate to Request Projects page.

2. Identify and select the project.

3. Select Manage Responders from the left menu.

4. Identify and select the Responder.

5. Click the three dot icon (More Options).

6. Select the required option:

   1. Edit - enabels you to update responder details. Any changes made will automatically be updated in the directory.

   2. Delete - to delete a responder from the project. Deleting a responder within the project does not delete it from the directory.

   3. Send Invite - enables you to send an invite to the responder.

Responder status within a project

The Status column on the Manage Responders page displays the current status of each responder.

• Not Invited: The responder has been added but has not been invited.

• Invited: The invitation has been sent.

• Opened: The responder has opened the invitation.

• Accepted: The responder has accepted the invitation.

• Responded: The responder has submitted a response.

• Declined: The responder has declined the invitation.