Manage participants
In UserBit, we provide you with a mini CRM known as Participants CRM where participants involved in your UX workflow stored in your UX workflow can be stored and managed. Most participant operations can be performed from the Participants CRM section of your workspace.
Paticipants added in this section serves as global contacts. This allows you to reuse the same participants across different card sort studies as well as across multiple projects in research repository.
Adding
There are two ways to add people to your contacts.
- Add people individually
- Importing people in bulk via CSV files
Let's dive into each of these.
Adding people individually
To add a new person, click on Add > New Participant. On the resulting popup, you can add the relevant information about this contact. There are some in-built fields that UserBit provides for you:
- Name
- Title
- Phone
But you can add custom fields to accomodate any other information for your contacts.
Adding people in bulk
If you have contacts already saved as an external CSV file, you can import them directly into your project. Navigate to the Add > From CSV file. Once the file is uploaded, UserBit will prompt you to select columns from your CSV sheet to participant fields.
Updating
Individual person can be updated by clicking on the contact you want to edit. Then make changes to the contacts as you want. You can modify existing details or add new custom fields at any time.
But what if I needed to update multiple contacts at once?
Just like bulk-adding participants via CSV sheet, you can also bulk-edit people the same way. When you add people via a CSV file, if there is an existing contact with the same email the contact is updated instead of a new contact being added.
Deleting
You can delete individual contacts or multiple contacts at once. To delete multiple contacts at once, just select the contacts you want to delete from the participants table, then click on the Delete button on the top right.
