Participants are the constituents who receive services from your program.

Accessing Program Participants

1. Open the program
2. Click Participants in the workspace navigation

Adding a Participant

1. Click the Add New button
2. A lookup window opens
3. Start typing the constituent name to search
4. Select the correct constituent from the results
5. The participant is added to the program

Adding a New Constituent as a Participant

If the participant does not exist in your database:

1. Click the + icon next to the lookup field
2. A quick-add window opens
3. Enter Constituent Type (Individual, Household, or Organization), Name, and Email address
4. Save the new constituent
5. 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