Articles on: Compass Site Admin

How to Edit Participant Information

To update email or demographic information for a participant while a survey is live, please follow these steps.

Admin > Participants then select a survey within the OPEN tab. If editing a survey result pick the CLOSED tab.

Click inside a cell that you want to edit. If editing an email address, the change will update within the email campaign. If your participant list requires multiple edits, or you need to add new participant(s), we recommend editing the .csv file and then re-importing to keep both the file and participant webpage current.

If editing participant information for a survey result (The survey is being used for reports) click on the survey title within the CLOSED tab and edit the page.

Related Article: How to Remove Participant(s) From an Email Campaign

Related Article: How to Upload Participants to an Email Campaign

Updated on: 06/06/2024

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