Desktop: How To Invite Guests, Participants, and Groups To A Session

Q:  How do I invite others to a Jigsaw session?

A:  From the Session Details page, there are three types of invitations:

1. Invitation List:

When using this method Participants or Guests must be added to the Invitation List.

2. Link – Password Requested

When using this method, the system creates a unique link to the session. The link can be copied and independently sent to your invitees. When your invitees click on the link they are required to enter their email and their Jigsaw user password. If the person has not previously created a Jigsaw account, they are guided through that process when signing in.

3. Link – Password Not Requested

When using this method, the system creates a unique link to the session. The link can be copied and independently sent to your invitees. When your invitees click on the link they are required to enter their email along with their first and last name. This method does not require a Jigsaw user account.

Q:  What’s the difference between using an invitation list vs. link? (Invitation Types)

A:  Using the Invitation List requires the Host to add email addresses to the list prior to the session. When this method is chosen, system generated invitations and reminders can be used. Only the individuals whose emails have been added can join the session. Using a link allows the Host to email the link to anyone.

 

Q:  Can invitations be extended “on-the-fly” from within a session?


A:  Yes, the Host can invite a “Guest” from within a session.

 

Q:  What is the difference between a “Guest”, “Participant” and “Invitee”?

A:  Guest is a person whose name and email ID is not part of the participant database.

A:  Participant is a person whose name and email ID is in the participant database.

A:  Invitee is a person whose email has been added to the Invitation List.

 

Q:  What is the difference in “Presenter” and “Attendee”?

A:  These are roles “Guests” or “Participants” have in the session. A “Presenter” can facilitate a session, but an “Attendee” cannot.

 

Q:  What is a “Group”?

A:  A consolidated list of names and emails into one group. A group can be added to an invitation list instead of individually adding emails.

 


 Find the session and choose, “Edit Session” and “Session Details”.  

For Invitation Type choose, “Invitation List”.  

 


 Adding Guests

  

Choose, “Session Participants”.

 

Choose Guests, enter their email ID, and add as either an Attendee or Presenter.

 

Once added, a confirmation message appears and the Invitation List populates in the bottom section of the screen.

 Tip: The Host does not need to add their email to the Invitation List because the Host always has access to the session.

 


Adding Participants

Choose Participants. If there are no names to choose from, then you must first add the names and emails to your participant database. Participants added here are added into the Host’s database.

 

Choose, “Manage Participants and Groups”.  

 

Choose, “Participants” and “Add New Participant”.

 

 

Enter name and email and click “Add”, OR there is an import option, “Import CSV File”.

 

Once the participants are added, Groups can be created.  

 

Give the group a name, select the participants to add and then chose, “Add to Group”.
  

  

The names selected will be added to the group, moving from left to right. To save your group and selections, be sure to click, “Save”.

Now you can add “Participants” or “Groups" to the Invitation List.

 

Choose, “Return to My Sessions”.  

 

Choose, “Edit Session”.  

 

Choose, “Participants”, select the person to invite and the role.

 


 Sending Invitations

 

To send to all invitees choose, “Send Invitation to All Invitees”.

 

To send invitation to specific invitees, select the names and choose, “Send Invitation to Selected Invitees”.

 


 

How To Invite Guests, Participants and Groups To A Sesssion from JigsawMe on Vimeo.

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