Add Respondent to Project

1. Navigate to Projects

Step 1 screenshot

2. Select the Project

Click the project you would like to invite the respondent.

Note: the Respondent Type is specific to the respondent, and you'll be able to tailor their invitation to them.

3. Click on Add New Respondent

Step 3 screenshot

4. Select the Respondent Type

Here, you can change the Respondent Type and the Respondent Invitation.

• The Respondent Type will either be set to Employee or Candidate to reflect the purpose of the project.

Note: Respondents marked as Employees will have access to their digital report upon completion of the assessment. Respondents marked Candidates will not have access to their digital report upon the completion of their assessment.

• The Respondent Invitation is the text of the email that will be sent to respondents inviting them to complete their Habit Story assessment. This email will include a username and password to access the assessment

Note: requiring respondents to login with custom username and password ensures the correct respondent is completing the assessment and no information is lost in the event of disconnection from the internet.

5. Enter Respondent Emails

There are two options to invite a respondent when creating a project.

Note: respondents can be invited after the project is created.

1. 1.Enter the email of up to 4 respondents

2. 2.Upload .csv (template here)

Note: only 100 respondents can be invited from a .csv at a time. If you require more than this, please contact [e-mail]

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