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Add an Individual Participant, Reward, Referral, or Event

Usually, we receive event participant, reward, referral or event information through one of your data integrations or a bulk import. You can also manage these individually. Adding data manually will trigger any program automation such as goals and rewards.

Add a:

  1. Go to the Participants page.

  2. Select Add User.

  3. Enter the participant’s details:

    • First and last name

    • Email address

    • Account and user ID, which we recommend making the same unless the account will be shared among multiple participants

  4. Select the Referable checkbox to allow the new participant to be referred by another participant. [Uncheck] the Referable checkbox for participants who should not be referred.

  5. Select Add.

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