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Managing Participant Lists and Invitations

Add participants to campaigns, track session status, and manage your participant pool and lists

Participants are the people who complete Signal Sessions in your campaigns. Savo gives you two places to manage them: the per-campaign participant list (added during campaign setup) and the account-level Participants page (/participants), which holds your complete participant pool and Lists across all campaigns.

Adding Participants to a Campaign

You can add participants during campaign setup (Step 3 — Participants of the creation wizard) or after a campaign is already active. Three methods are available:

  1. Manual entry — type or paste participant names and email addresses directly. Best for small lists or one-off additions.

  2. CSV upload — upload a spreadsheet with participant information. Your CSV should include at minimum a name column and an email column. Savo will validate the file and flag any rows with missing or malformed data before importing.

  3. Participant pool or List — select participants from your existing account-level pool, or choose a pre-built List. Anyone previously added to a campaign in your account is available here. Using a List is the fastest way to run a follow-up campaign with the same audience.

After adding participants by any method, review the full list before sending invitations. Check for duplicates, typos, and anyone who shouldn't be included in this run.

Tracking Invitation and Session Status

Once a campaign is active, each participant shows a status reflecting where they are in the process. You can filter the campaign's participant list by status to see exactly who still needs to complete their session.

Link issued appears in place of Invited when the campaign does not send email. The participant has a personal link; Savo has no way to know whether it reached them, so it does not claim they were invited.

Didn't finish appears when someone opened their session and left without completing it. Their link stays live and they can pick up where they left off, so this is a prompt to follow up rather than a dead end.

Re-Inviting Participants

If a participant hasn't responded, there are two ways to re-engage them from the campaign's participant list:

  1. Copy session link — copy the participant's unique session link and send it to them directly via email or another channel. This is useful if the original invitation ended up in spam or wasn't received.

  2. Download links (CSV) gives you every participant's link in one file, with their name and email, ready to merge into your own mail. It needs campaign-edit permission, the same as Copy link, and it is available once the campaign has launched. Erased participants are left out, and each download is recorded.

  3. Reset and Resend — select the participant and choose Reset and Resend. This removes the original session link and any prior submission and sends the participant a fresh invitation with a new link. Use this when a participant had trouble accessing their session or needs to start fresh.

If you set up automatic reminders during campaign setup (Step 6 — Schedule), they go out to eligible participants on their own. No manual action is needed.

Reminders go out automatically if you turned them on during setup. You choose how often — every 1, 2, 3, 5, 7 or 14 days — and how many are sent, up to 1, 2, 3 or 5. New campaigns start at a reminder every 2 days, twice. A campaign that does not send email sends no reminders either, and the reminder controls are hidden.

Participant Lists

Lists are reusable groups of participants you can create at the account level and add to campaigns as their participants. Lists save time when running recurring campaigns with the same participant groups — create the list once, then select it during campaign setup rather than re-uploading contacts each time.

You can manage Lists from the Lists tab on the Participants page: create new lists, import participants into a list via CSV, and view list members. See Understanding the Participants Page for a full walkthrough of the Lists tab.

The Participants Page — Your Account-Level Pool

The Participants page in the main navigation (/participants) is your cross-campaign view of everyone in your account — both individual participant records and the Lists you've built. It is distinct from per-campaign participant management.

For a full walkthrough of the Participants page, its two tabs (Participants and Lists), and everything you can do there, see Understanding the Participants Page.