On the Audience page in your account, navigate to the Your Participants tab to and click the “Add List” button.
You will be brought to the List creation page. Start by naming your list in the top left corner.
Once your list is named, there are two ways to add participants: with a CSV file or one at a time.
Upload a CSV File
Click the “Upload a CSV” button in the middle of the page to drag & drop a file into the pop-up modal, or browse your computer for the CSV you need.
Once you have uploaded your CSV, the different columns in the file will appear in your Helio List. Each participant will show their contact information, the number of tests they have opened and completed, and any additional segmenting information you have added to your CSV, such as demographics or behavioral attributes.
To add participants individually, select the dropdown in the top right corner of the page and choose “Add Panelists”.
In the modal that appears, enter the name of your participant followed by a single comma, a space, and then the participant’s email. After this information is filled in, select “Enter” and your new participant will be added to your list. You can continue adding participants in this modal until you have all the participants you need, and then click “Save” to complete the process.