Partner Dashboard: Participants Page

The Participants page is the directory for all of the participants in your program. This includes mentees and mentors who have been invited, those who have registered (or deregistered), and those who have been matched with a counterpart. 

You can search and filter this data in a number of ways to give you actionable insights into the mentees and mentors in your program.

Participants Page Data Table 

In the Participants page data table, each participant will appear on their own line. The data table includes the following information:

• Profile picture - thumbnail of profile picture, if available 
• Name - participant’s full name
• Email - participant’s email
• Participant type - mentor or mentee 
• Status - the participant’s status in the program

In addition, you can manipulate this information further with the following controls:

• View Participant Profile - click on the participant’s name to view their profile
• Search - search by participant’s name or email
• Filter Participants - filter the data table by several criteria:
  • Participant data filters - filter by participant type and participant characteristics 
  • Engagement data filters - filter by program participation data 
  • Assessment data filters - filter by assessment survey completion and scores
• Clear All Filters - remove filters to view the default information  
• Export Participants - choose All data or Filtered results to download CSV data file

How Can I Use These Insights?

The Participants page gives you a convenient directory of all the people in your program, and can help you achieve your program goals in a number of ways.

• Identify target populations. Does your program specifically strive to support a specific subpopulation of participants? Do your institution’s Deans want to see which participants are from their college? Filter by standard participant demographics and characteristics, or by institution-provided data in order to only view the desired participant population.
• Assist participants in completing onboarding steps. Filter participants by program status (“Registered”) and/or matching survey and training completion. This will give you a handy list of people who may need reminders to complete their matching survey and/or mentor training in order to be matched. 
• Support participants based on assessment survey responses. Filter participants by average scores below 3 on your program’s assessment areas. Review strategies for addressing low assessment scores here.
• Provide timely and relevant resources. Your institution or program may be providing an opportunity or hosting an event for a specific population. Filter by standard participant demographics and characteristics, or by institution-provided data in order to identify a list of students who may benefit from a reminder about upcoming opportunities. 

Video Walkthrough

FAQ

❓I see I can filter participants by “Program status.” What does each status mean?

• Invited: The individual hasn’t registered for the program yet.
• Registered: The individual registered for the program, but has not completed all onboarding steps required for matching.
• Onboarding Completed: The individual has registered, completed all the onboarding steps required for matching, but they haven’t been matched yet.
• Matched: The individual is currently matched with at least one counterpart.
• Unmatched: The individual has been unmatched with one or more of the counterparts they were previously matched with.
• Deregistered: The individual was previously registered, but has since been removed from the program. Each deregistered individual will fall into one of three situations: 
  • Exited After Registering: The individual was deregistered after registering for the program, but before they completed all onboarding steps required for matching.
  • Exited After Completing Onboarding: The individual was deregistered after completing all onboarding steps required for matching, but before being matched. 
  • Exited After Being Unmatched: The individual was deregistered after being matched in the program. All deregistered participants will be unmatched.