Reach is Maze's tester management tool where you can build and manage your own database of testers, and create segments to save and directly send mazes as targeted campaigns.
In this article:
- Add participants to Reach
- Edit participant data in Reach (in bulk and manually)
- Add new columns to your Reach database
- Edit columns in your Reach database
- Delete participants from Reach (in bulk and manually)
How to add participants to Reach
To add testers to your Reach database, click the Add participants button and select Manually add or Upload .csv.
To learn more, check out the following articles:
- Exporting a CSV from various tools to populate your Reach database
- Importing your contacts into Reach
How to edit participant data in Reach
Mass editing
To edit existing participants in bulk, import a new CSV file with the updated data. Before confirming the import, you will have the opportunity to review the changes. The existing participants will appear with a yellow background, and the new values will be highlighted in green.
One-off editing
To edit the details of an individual participant in Reach:
- Click their corresponding row in the database to open the 'Participant profile' modal.
- Under 'Details', click the Edit icon (✎).
- Update the details and, when you're done, click Save changes.
How to add new columns to your Reach database
To add new custom fields to Reach, you need to upload a new CSV. If the new CSV contains additional columns, select the option + Add new field from the dropdown in order to create the new custom field.
How to edit columns in your Reach database
Hover over each column header to reveal the More (•••) menu. Click the menu to:
- Rename the column
- Hide the column from view
- Delete the column from the database
How to delete participants from Reach
Deleting a participant will permanently remove their profile in Reach, as well as their maze results records. This action cannot be reversed.
Mass deletion
To delete participants in bulk:
- Use the checkbox to select each participant.
- On the bulk menu, click the Delete icon.
- In the confirmation modal, click the Delete button.
To delete all participants, select at least one participant, click Delete all database participants, and click the Delete button to confirm.
One-off deletion
To delete an individual participant:
- Click their corresponding row in the database to open the 'Participant profile' modal.
- Scroll to the bottom and click Delete participant.
- Click the Delete button to confirm.
Still need help?
If you have any questions or concerns, please let our Support team know — we'll be happy to help!