Help Center

Lists work great if you need an organized group of participants that you can track over time.

With an Enterprise account, you can set up your own participant lists in Helio, send them surveys with customized emails & branding, and use our Screener feature to recruit new participants with a live embed on your platform.

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 into your list:

Upload a CSV