groupwisdom™ activity invitation links

How to copy a Sorting + Rating + Participant Questions invitation/registration link:

1. Enter a project and click the Participant Questions page on the left navigation pane.
2. Attach the Participant Questions to the sorting and/or rating activities Participant Questions page -> SETTINGS tab -> Attached to an activity option bubble.
3. Under the ATTACH BEFORE section click the drop down menu and select the check boxes next to the activities you need to ask participant questions before.
4. Click the Sorting page on the left navigation pane.
5. Open the Sorting activity by clicking the OPEN ACTIVITY button top right.
6. Open the Rating activity by clicking the OPEN ALL QUESTIONS button top right.
7. Press the three horizontal dots to the left of the preview eye near the open/close button.
8. Select the Copy Sort & Rate link option.
9. Under the IDENTIFICATION section, select the way participants will register using the drop down menu.
10. Click the COPY LINK button
11. The link is now copied to your computer’s clipboard. The link can be pasted (CTRL + V (Windows) or CMD + V (Mac)).
12. Log out, then test the link by pasting it into your browser address bar and press enter to determine if everything is configured properly.
13. Send to the activities invitation link to your participants.

How to copy a Sorting invitation/registration link:

1. Enter a project and click the Sorting page on the left navigation pane.
2. Open the Sorting activity by clicking the OPEN ACTIVITY button top right.
   • Sorting can only be open if the focus prompt is set in the Project Settings page -> PROJECT CONTENT tab.
   • Sorting can only be open if the Brainstorming activity is closed in the Brainstorming page
   • Sorting can only be open if there is at least one statement in the Brainstorming page
   • Sorting can only be if the number of statements in the Brainstorming page is below the maximum threshold (125 statements) for the activity. Contact support if you need to increase this threshold.
   • You can configure how participants register on the Sorting page -> SETTINGS tab -> IDENTIFICATION section.
3. Press the three horizontal dots to the left of the preview eye near the button you clicked from Step 2.
4. Select the Copy Sorting link option.
5. The link is now copied to your computer’s clipboard. The link can be pasted (CTRL + V (Windows) or CMD + V (Mac)).
6. Log out, then test the link by pasting it into your browser address bar and press enter to determine if everything is configured properly.
7. Send to the sorting activity invitation link to your participants.

How to copy the All Rating Questions invitation/registration link:

1. Enter a project and click the Rating page on the left navigation pane.
2. Open the Rating activity by clicking the OPEN ALL QUESTIONS button top right.
   • Ratings can only be open if the focus prompt is set in the Project Settings page -> PROJECT CONTENT tab.
   • Ratings can only be open if the Brainstorming activity is closed in the Brainstorming page
   • Ratings can only be open if there is at least one statement in the Brainstorming page
   • Ratings can only be if the number of statements in the Brainstorming page is below the maximum threshold (125 statements) for the activity. Contact support if you need to increase this threshold.
   • You can configure how participants register on the Rating page -> SETTINGS tab -> IDENTIFICATION section.
3. Press the three horizontal dots to the left of the preview eye near the button you clicked from Step 2.
4. Select the Copy all Rating Questions link option.
5. The link is now copied to your computer’s clipboard. The link can be pasted (CTRL + V (Windows) or CMD + V (Mac)).
6. Log out, then test the link by pasting it into your browser address bar and press enter to determine if everything is configured properly.
7. Send to the Rating activity invitation link to your participants.

How to copy an independent Participant Questions invitation/registration link:

1. Enter a project and click the Participant Questions page on the left navigation pane.
2. Open the Participant Questions by clicking the OPEN ACTIVITY button top right.
   • Participant Questions can only be open if there is at least one question created in the Participant Questions page -> QUESTIONS tab.
   • Participant Questions if it set as an independent activity on the Participant Questions page -> SETTINGS tab -> As an independent activity option bubble.
   • You can configure how participants register on the Participant Questions page -> SETTINGS tab -> IDENTIFICATION section.
3. Press the three horizontal dots to the left of the preview eye near the button you clicked from Step 2.
4. Select the Copy Participant Questions link option.
   • This link will only invite to the Participant Questions activity
5. The link is now copied to your computer’s clipboard. The link can be pasted (CTRL + V (Windows) or CMD + V (Mac)).
6. Log out, then test the link by pasting it into your browser address bar and press enter to determine if everything is configured properly.
7. Send to the participant question invitation link to your participants.

How to assign participants to the project activities and use a generic participant link:

Open the activities then add participants (emails or usernames) to your participant list via the Participants page on the left navigation pane.

1. Open the Participants page on the left navigation.
2. Click the Add Participants button. Choose either the with email or with custom username tab.
3. Type an email or username into the field box.
4. Turn on the Assign passwords switch under the options pane.
5. Provide a password for the account. Write this password down or save it somewhere safe. You will send this password to the participant along with their email/username and login link.
   • You can choose whether or not you want the participant to reset this password on their first login by turning off or on the Force password change upon first login checkbox.
6. Turn on the Assign Activities switch under the options pane.
   • Enable each activity you wish to assign the participant to.
   • If you need to make changes to assignments after adding the participants, use the Advance Assign button after step 7.
7. Click the Add # Participants button.
   • Optional Additional Assignments:
     1. Click the Advance Assign button on the Participants page.
     2. Assign the participants to the activity/activities by clicking the empty boxes to the right of the participants’ row.
     3. Then click the “Apply” button when you are finished.
8. Make sure all your necessary activities are open for the participants.
9. Copy and paste the generic participant link ( https://participant.groupwisdom.tech ) into an email using the Project Messages page or your email manager.
   • Include their log in information.
   • Include your contact information and any instructions.

Example email:

You have been invited to participate in our project. After you log in, click the [PROJECT NAME] to enter, read the informed consent, accept or decline, and if you accept click into your assigned activities.

Log in using the information below:

Log in page: https://participant.groupwisdom.tech

Username: example@example.com

Password: Green24%

If you have any questions about this project or activities, please contact me at projectcontact@example.com