On demand
Participant Directory walkthrough
See how Participant Directory lets you build each participant list once in Compass and reuse it across your surveys.
October 21, 2026 3:00 PM
Eastern Time
What you will learn
- How to import a participant list from a CSV and preview every change before you commit it.
- How to add calculated fields, like age range and length of service, from your own data.
- How to assign people to groups once on the list, so it carries to every survey that uses that list.
- How to launch a pulse survey straight from a list, filtered to one department.
Participant Directory keeps one participant list per population in Compass, such as employees, citizens or patients. You build the list once and reuse it across your surveys, instead of uploading a new participant file for every survey.