General: How to add participants to a survey?

Once you have set up your survey and clickedSave and continue, you will access theParticipants, where you can upload them manually or in bulk.

To upload participants manually:

1. Go to the tabSelect participants.
    
2. Use the filters or columns to search for collaborators.
    
3. Select the names and clickAdd selection.
    
4. Check the list on theSelected participants.
    
5. Click onSave and continue.
    

To upload participants in bulk:

1. Click onAdd participants > Import Excel file.
    
2. Download the template according to the desired level of depth for the reports (Division, Area, Subarea).
    
3. Fill in the Excel with the required fields: Document number, Division, Area, Subarea.
    
4. Upload the file from the same section.
    

Remember that for climate surveys, a minimum of 4 responses is required in order to protect participants' anonymity.

📌 Keep in mind that climate groups will be created or recognized according to the exact name indicated. Any difference will result in separate reports.

👉 Check this guide for more details:How to create a Climate survey: Upload participants and validation

🤖 This article was translated using artificial intelligence. View original article.