Enrollment by Invitation

Participants can join your project in a few different ways, as described in the enrollment overview. You can also invite participants by a customizable email.

Adding Participants

You can either invite participants in bulk or individually. To quickly send an individual invitation, you can use the "Send Invitation Email" field on the project homepage; otherwise, you can bulk invite participants by navigating to the Add/Invite Participants tab. 

If inviting participants in bulk, once you've navigated to the Add/Invite Participants page, complete the following steps:

1. 1. 1. Paste in comma-separated value (CSV) data or upload a CSV file containing the participant data. For an example CSV file with participant data field suggestions, click “Download Example CSV File” at the bottom right hand side of the page.
         

         No fields are required. You may skip email and/or phone number, especially if you plan to manage analog participants.

      2. Select "Preview and Send Invitations."
         
      3. Confirm the data for each participant in the invitation preview, and elect whether to show the invitation in MyDataHelps and send invitation emails. These options are described in more detail below. 
         
      4. Select "Add Participants."

Show Invitation in MyDataHelps

"Show Invitation in MyDataHelps" is checked by default when inviting participants to join your project. By default, invited participants that have an existing MyDataHelps account will receive an invitation to join the project in the MyDataHelps app.

Send Invitation Email

"Send Invitation Email" is also enabled by default when inviting participants. There are three options for sending invitation emails to participants:

1. 1. 1. Use the default "ProjectInvitation" email notification (recommended),
      2. Create a custom email notification to be used as the invitation email, or
      3. Do not send an invitation email

For new projects, the default invitation email is created using the project invitation email template and is automatically assigned to the project in Enrollment Settings. The selected invitation email notification can be updated using the Invitation Email dropdown.