Participants will be able to complete the following tasks in ETO Connect:
Log in to ETO Connect (after being granted access) and view a dashboard summarizing their options.
See messages sent by the ETO Connect administrators
See the Programs in which they are enrolled, and the TouchPoints they can complete online
See a list of their TouchPoint responses, including those they completed and those completed by staff
Open and review those TouchPoint responses
Click to take another response to the same TouchPoint
Manage their ETO Connect account (change email and/or password)
Confirm and make updates to demographic information, ex: address, cell phone, last name, pronouns
Create Custom Intake forms that will create Participants in ETO.
Specify which Demographics and TouchPoint elements are included in each Intake form.
Distribute links to potential participants so that they can complete Intake forms, which will create Participant records in ETO.
PLEASE NOTE that when ETO Connect was introduced, there was a limit of 500 potential participants registered per enterprise. That limit has been removed.
For more information…
On adding ETO Connect to your ETO: firstname.lastname@example.org
On technical issues with ETO Connect: email@example.com
On available ETO Connect training labs: firstname.lastname@example.org
Already Have the Add-On?
Articles for Connect:
Updating Participant Email Addresses
Participant Log On / Access
Creating and publishing an Intake Form
Manage TouchPoint Permissions
Videos for Connect:
Alerts cannot be triggered from actions taken in Connect. We suggest running scheduled reports or creating passive workflows to trigger when participant actions are completed through Connect.