Tutorials: How to add respondents

To start the tutorial, click the Play button. The text version of the tutorial and additional details are below the video.

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Go to the Respondents section in the main menu.

Click the Add respondents button and fill in at least the email and display name field. The other name field is not mandatory and we use it for the full name so we easily recognize people in the list.

Every respondent needs its own unique password.

Other fields are not mandatory so you can leave them blank and save the respondent.

You can also use the bulk email – just click the Import respondents in the secondary menu and copy-paste all your respondents from an excel file (one respondent per row, values for display name, e-mail, name are delimited by tabs).

Import respondents

In the list of respondents, you can switch the status of each participant or set a flag. 

Respondents

Every respondent has his/her own unique link. If you send it to the respondent, he will enter the project directly, there is no need to submit the password as it’s already included in the address.To copy the URL, just click the icon next to the password. Then, you can paste it to the email invitation.

Bulk emails

Collabito can also send bulk invitations with personalized links. Go to the Emails section and click Add campaign. In the first step, select all respondents you want to send the bulk email. Then click the Create campaign button.

In the second step, you need to fill in all form fields:

Sender label field – this is the name which will be shown next to the sender email. It is usually your name or company name.

Sender email – input your email here. You will receive replies from respondents to this email.

Email subject is clear – put some relevant title so people recognize it easily.

The large field is dedicated to your message. We highly recommend using the automation tags, mainly the address with user password for direct entrance into the project. Just put the tag {url_project_login} into the text and the emailing module will replace it with the correct address and password in each email.

When your email is ready, you can save the draft or send a test to yourself or send the final bulk email to respondents.

Email-sent

More features coming soon

We are continuously adding new features to Collabito, so this document may change over time. We recommend you check our changelog from time to time; or sign up for our newsletter!