Manage Participants Pending an Invite | 360

After you add participants to your event, those with an invite pending (because you selected a future date to send it) appear on the Pending Participant Invite tab of the Participants page. You can search and filter the list of participants and take actions to help encourage participation so each participant is eligible to receive a report.

This article walks through:

• Pending Participant Invite Tab Overview
• Apply a Filter
• Search for a Participant
• Apply Actions to a Participant
• Apply Bulk Actions to Participants 

Pending Participant Invite Tab Overview

The Pending Participant Invite tab displays information about participants whose invites are scheduled to be sent on a future date.

The tab contains 5 components:

• Table: Columns display the participant name, participant invite date, nomination deadline, and survey end date. You can sort the columns using the up and down arrows.

• Filters: Filter the table by any of its column headers.

• Search: Search for a participant by name.

• Actions: 

  • Edit Participant Invite Date

  • Edit Nomination Deadline

  • Edit Survey End Date

  • Delete Participant

• Bulk Actions: Select multiple participants or all participants and apply actions to them simultaneously.

Apply a Filter

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click Filters, then click +Add Filters.

The Add Filters dialog box appears.

3. Select the checkbox for the header you want to use as a filter and then click Add Filters.

A filter dropdown appears for the selected header, above the table.

4. Click the dropdown for the filter, click the Select a Range of Dates box, and then use the calendar popup to specify a date range for the filter.

5. Click Apply.

The filter is applied.

6. To clear an applied filter, click + Add Filter, clear the checkbox for the currently applied filter, and then close the dialog box.

Search for a Participant

You can search for a participant by first or last name or email address. The dynamic search feature displays search matches as you type.

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click the Search box and type the participant name.

The participant list adjusts to display only those that match your search criteria.

3. To clear a search, click the X icon in the Search box.

Apply Actions to a Participant

During the time an invite is pending for a participant, you can apply any of the following actions:

• Edit Participant Invite Date

• Edit Nomination Deadline

• Edit Survey End Date

• Delete Participant

Edit Participant Invite Date

You can edit the participant invite date to suit specific needs.

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click Actions for the participant you want to work with, then select Edit Participant Invite Date.

The Edit Participant Invite Date dialog box appears.

3. Click the Participant Invite Date box to display a popup calendar, then select a new date for the invite.

4. Click Save New Date.

The date is updated in the participant table.

Edit Nomination Deadline

If a participant needs more time to submit the rater nomination form or has submitted it well before the deadline, you can edit the nomination deadline.

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click Actions for the participant you want to work with, then select Edit Nomination Deadline.

The Edit Nomination Deadline dialog box appears.

3. Click the Nomination Deadline box to display a popup calendar, then select a new date for the deadline.

4. Click Save New Date.

The date is updated in the participant table.

Edit Survey End Date

If needed, you can edit the survey end date.

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click Actions for the participant you want to work with, then select Edit Survey End Date.

The Edit Survey End Date dialog box appears.

3. Click the Survey End Date box to display a popup calendar, then select a new date for the survey to end.

Note: If the original end date was set to Dynamic, selecting a date will disable the setting and the survey will end on the date you specify.

4. Click Save New Date.

The date is updated in the participant table.

Delete a Participant

If appropriate, you can delete a participant.

1. Navigate to the Participants phase.

From the Event Builder:

1. Click Participants in the left panel.

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

2. In the left panel, click Participants.

The Participants page appears, displaying the Pending Participant Invite tab.

2. Click Actions for the participant you want to work with, then select Delete Participant.

A Delete Participant confirmation message appears.

3. Click Delete.

The participant is removed from the event.

Apply Bulk Actions to Participants

Any of the actions you can apply to an individual participant can be applied to multiple participants simultaneously. Simply select the checkbox for each participant you want to apply an action to or click the checkbox at the top of the table to select all the participants. Then click Bulk Actions (top right) and select an action. The bulk action options are the same as the options you can apply to individual participants.