Administrators can track participant invitation statuses in Recollective using the Participant Directory. If a participant has been invited but the Email Opened column remains blank, you can resend their email invitation.
Required Permissions:
Resending invitations: Analysts and Moderators
Updating participant email addresses: Analysts only
Resending email invites from the Participant Directory
To resend an invitation email to one or more participants, follow these steps:
Open your Study in Recollective and navigate to the Participant Directory.
Click the Invitations tab.
Select the checkbox beside the Participant(s) you would like to re-invite.
Click the Bulk Action menu
Select Send Invitation
Click Apply
Optional: Edit the message or select a pre-written version from your Message Templates
Click Preview Message
Click Send Now when ready
Expected outcome: The invitation email is sent immediately to the selected participants.
Updating a participant's email address before resending
If a participant's email address is incorrect or needs to be updated, an Analyst must update it before a new invite can be delivered:
Navigate to Site Administration >Panelists > Search Panelists to access the participant's Edit Panelist page.
Update the Email Address field and save your changes.
Follow the steps above to resend the email invitation to the updated email address.
Still have questions?
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