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Manipulate Participants / Referrals / Conversions within the Dashboard
Manipulate Participants / Referrals / Conversions within the Dashboard

In this article you learn how to manipulate the Participants of your campaigns.

Thanos avatar
Written by Thanos
Updated over a week ago

On a campaign's dashboard in Viral Loops, you can find your Participants, along with their referrals, shares, names, emails, referral codes, etc.

But, how about changing someone's name or his/her referrals or something else?

In this article, we are gonna walk through one of our features, where you can edit the Participant's First Name, Last Name and Referrals from the Dashboard.

Edit Participants' Names

First of all, scroll down and go to the Participants' Section:

After clicking the Participant you want to edit, you will notice the Participant's profile popping up on your screen.

From there, you can change the First Name and the Last Name.

Edit Participants' Referrals

You can add or remove the referrals from the section "Referred Leads" as you can see below:

Sending Emails / Run Integrations Options

You can also toggle OFF or ON the emails to your participants or the Integration you have enabled in the campaign

Add and Test Participant Manually

If you want to test your campaign or test some specific flows in your campaign, you can manually add a participant through the Dashbaord.

Click on the "Add Leads" button and create a new participant:

By creating a new Participant, you can even add him, his referrer.

Convert and Test Participant Manually

If you select a participant, you can even Mark him as converted. There is a button, as you can see in the screenshot below.

Keep in mind that the button will only appear if you have selected at least 1 participant.

What else can I do with Participants?

Keep always in mind that you can do several things with the Participants in Viral Loops:

  1. You can import Participants from Mailchimp, Klaviyo, Hubspot, etc

  2. Add Participants through Zapier

🤖 ..and... that's all for now 🤖

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