Participants are the constituents who receive services from your program.
Accessing Program Participants
- Open the program
- Click Participants in the workspace navigation
Adding a Participant
- Click the Add New button
- A lookup window opens
- Start typing the constituent name to search
- Select the correct constituent from the results
- The participant is added to the program
Adding a New Constituent as a Participant
If the participant does not exist in your database:
- Click the + icon next to the lookup field
- A quick-add window opens
- Enter Constituent Type (Individual, Household, or Organization), Name, and Email address
- Save the new constituent
- They will automatically be added as a participant
Managing Participants
- View Details: Click the arrow icon to open the participant constituent record
- Remove: Click the ban icon to remove them from the program (this does not delete the constituent)
- Export: Click Export to Excel to download the participant list
- Add to Mail Room: Click Add List To Mail Room to create a mailing list from participants