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Participants are the end-users of the Intervengine platform. They are the individuals who receive coaching, engage with Journeys and Content, and complete Activities and Health Measures.

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Think of them as the members, clients, or patients your program is designed to support. The entire platform is built around delivering a tailored and engaging experience to them.

Profile Information

Each participant has a profile with their First Name, Last Name, Gender, Email, and Mobile Number.

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Uniqueness Rules

To ensure every account is unique, Email addresses and Mobile Numbers must be unique across the entire system. A Coach cannot use the same email or mobile number as another Coach or a Participant.

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Organization & Segmentation

You can organize participants for targeted interventions and access control:

• Tags: Apply Tags to segment participants into dynamic groups (e.g., high-risk, new-starter) for use in Campaigns.
• Groups: Assign participants to one or more Groups to control which coaches can see them and what content they can access.

Preferences & Notifications

Participants can set their Preferred Timezone and Reminder Hours to ensure they receive notifications and scheduled activities at the most convenient times for them.

External ID

This is an optional, unique identifier you can use to link a participant's Intervengine profile to a record in an external system, such as a Customer Relationship Management (CRM) or an Electronic Health Record (EHR) system.

Creating a New Participant

1. Navigate to the main menu and select Participants.
2. Click the button to add a new participant.
3. Fill in their profile details, ensuring their email and mobile number are unique.
4. Assign them to the appropriate Groups and add any relevant Tags.
5. Click Save to create the profile and start their Onboarding Journey

Viewing a Participant

Clicking on a participant from the list will take you to their Participant Dashboard. This is the central hub where you can view their progress, see their assigned tasks, manage their custom data, and interact with them.

Hi, We're excited to announce that a new version of the Intervengine platform has been deployed to the staging environment and is now ready for our formal User Acceptance Testing (UAT) period before its release to production.

Here are some Highlights:

Next Steps: Your Review Process This release is now entering our three-week User Acceptance Testing (UAT) window.

As outlined in our Release Policy you have the next two weeks to review these updates and return the signed Certificate of Acceptance. We're confident these updates will provide significant value, and we look forward to hearing your thoughts.

Attached is also a copy of our Manual Testing plan to get you started testing

Release Notes:

Release Policy:

Thanks, Matthew