How Do I Add Participants to a Project?
A Simple Guide to Adding Participants and Managing Their Information in Ayda.
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Once your project is created, the next step is to add participants, which we refer to as Assignments.
To get started, navigate to the Assignments tab in your project dashboard. Here, you'll find a user-friendly interface that allows you to add participants in two ways:
- Add Participants Individually: If you’re adding participants one at a time, click the Create Assignment option. You’ll be prompted to enter the participant’s full name, email address, and incentive value.
- Upload Multiple Participants at Once: If you're adding several participants at once, create a spreadsheet with columns for first name, last name, email address, and incentive amount. Then click the Upload Assignments button to upload the file.
Once you've selected your preferred option, follow the on-screen instructions to complete the process.
Important: When adding participants, please ensure you use their full name (no abbreviations or nicknames). This is necessary for processing payments. Other sensitive payment information will be collected by Ayda during the payment process.
Once participants are added, you’ll see their details in the system, and their incentive status will show as Planned.
Editing Participant Information
If you need to make changes to a participant's information, select their assignment and click the Edit button at the bottom of the page. You can update the participant’s name and email at any time before payment. To edit the incentive amount, click Incentive and then Edit Incentive.
To learn how to pay your participants, click here.