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Utilizing the Participants Portal in Batoi Academy

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Learn how to manage participant information, including adding, editing, viewing, and downloading participant data.

In the participant section, 9 depicts the number of participants enrolled in the program. To view the list of all participants, click on the View All button, as illustrated in Figure 1.

Figure 1
Figure 1

The list of participants with their basic details will be displayed, to add participants, click on the Add Participant button, as illustrated in Figure 2.

Figure 2
Figure 2

Two options will be displayed on the screen - Add Participants and Import Participants. Click on the Add Participants button to send an invitation to the participants directly, as illustrated in Figure 3.

Figure 3
Figure 3

Following the above steps add participants off-canvas will be displayed. Enter the email address and click on the Send Invitation button to send the invitation for the program. Click on the Add More button to add more participants. You can add multiple participants (maximum no of participants as allowed by the Acad Manager) through the add participant, as illustrated in Figure 4.

Figure 4
Figure 4

To import participants directly from an Excel sheet click on the Import Participants button, as illustrated in Figure 5.

Figure 5
Figure 5

The import participant off-canvas will open. Click on the Download Sample File link to view the format used for importing the participants from an Excel sheet, as illustrated in Figure 6.

Figure 6
Figure 6

The sample file will be downloaded. Enter the email addresses of multiple participants and upload the file, as illustrated in Figure 7.

Figure 7
Figure 7

For sending the invitation, select the file from your local system. Now, click on the Import button to generate coupons and send invitations, to all the email addresses in the file, as illustrated in Figure 8.
Note: Each participant will receive a unique coupon code that they can use to login and access the program. Once a participant accepts the invitation, they will be listed on the participants page of the program.

Figure 8
Figure 8

You can download the list of participants in .xlsx format by clicking on the Download Participants button, as illustrated in Figure 9.

Figure 9
Figure 9

To send coupon codes manually, click on the Download Pending Coupon Codes button, as illustrated in Figure 10.

Figure 10
Figure 10

To edit a participant's group, click on the Edit Participant button, as illustrated in Figure 11.

Figure 11
Figure 11

The edit participant off-canvas will be displayed. Select the group to which you want the participant to and click on the Submit button, as illustrated in Figure 12.

Figure 12
Figure 12
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