Feature area

Participant and audience operations

Participants are reusable contributor profiles—not one-off email rows. Tags, interests, expertise, groups, and states make audience operations repeatable across stories and POVs.

Features/Participant and audience operations

What it is

Each participant record stores contact details, language preference, tags, interests, expertise, and workflow state. Send lists bundle participants for outreach. Section scoping can limit which profiles a desk sees.

  • Participant profiles with structured metadata
  • Send list creation and reuse
  • Approved, pending, and rejected states
  • Section-aware participant visibility

Where it lives in the product

Participants are maintained in Engage participant management surfaces and consumed heavily in the POV panel recipient tabs.

  • POV panel: send lists and individual selectors
  • Open invitation registrations create or match participants
  • Matching uses tags and list membership at send time

What you control

Your team owns profile quality and list composition. The product surfaces language and channel constraints before send.

  • Profile fields used for matching
  • Send list membership
  • Approval outcome after open invitation intake
  • Per-send channel allowlists

Typical flow

From profile to targeted send list.

  1. Step 1

    Maintain profiles

    Add or import contributors with tags, interests, and expertise relevant to your desks or campaigns.

  2. Step 2

    Build send lists

    Group participants for recurring outreach patterns.

  3. Step 3

    Select recipients in the POV panel

    Choose lists and/or individuals when preparing a POV send.

  4. Step 4

    Reuse on the next cycle

    Profiles and lists carry forward to the next story or POV without rebuilding contact context.

Product screenshots

Audience operations with editorial structure.

Target outreach by audience segment and profile tags.

Common questions

How is this different from participant matching?

Participant operations is the data and list layer. Matching is the act of selecting the right profiles or lists for a POV at send time. See the participant matching capability page for send-time behavior.

Related features

Other product areas connected to this workflow.

Participant matching by relevance

Participant matching connects a POV to the people most likely to contribute useful responses, using reusable profiles instead of ad hoc contact lists.

Read feature page

Related terms

Definitions used on this page.

Participant

A contributor profile that can represent an expert, citizen, audience member, or campaign respondent.

Read in glossary

See this workflow on your desk or campaign

We can walk through setup, approval, and reply handling using your story format.