Once you have identified participants for your program, you will be wanting to register them as participants. Sempo enables four ways to register participants so that their details appears on the Sempo Dashboard
Manually adding participants to the Sempo Dashboard
Self Sign Up by Participants (if enabled)
Please discuss with us which method you would prefer, so we can help you deliver this process.
If you collect information via a KoboToolbox form, Sempo can sync the data collected by these forms automatically to the Sempo Dashboard. You can either:
Sync the upload of your KoboToolbox form with Sempo via our Integration (ask email@example.com if required!); or
Email us the CSV of the data, and we can upload the data for you
You may decide to collect details on participants by filling out a spreadsheet (e.g. CSV or Excel file).
If you wish to enroll participants whose details are stored in a spreadsheet, follow the below steps
Step 1: Go to the “Accounts’’ tab
Step 2: Select "Import", as described above.
Step 3: This time, click on “Upload XLSX/CSV”
Step 4: Click or drag to upload the spreadsheet
Step 5: Follow the prompts by selecting each column that matches.
Step 6: You can add custom columns as required and edit labels.
Step 7: Finally, select the first row of user data.
Spreadsheets must contain columns with:
recipient's first names,
recipients last names and;
either their phone number or transfer card id.
account_types (custom): beneficiary, vendor, supervendor, token_agent, group_account
Custom fields such as age and gender can also be added, and used to filter users. Default account types are beneficiaries.
Step 1: From the Sempo Dashboard, click on Accounts in the side-bar, and then “Import” in the top right hand corner.
Step 2: Click "Add Individual Accounts"
Step 3: Ensure that account type is set to “BENEFICIARY” (or what you would like your new participant to be)
Step 4: Enter the user’s first name, last name, and whatever other custom attributes your organisation may be tracking.
If recipients will be logging into the Android app, add their phone number. Alternatively, if they will be using a transfer card, you can enter the serial number manually, or click on the QR icon to scan a card using your browser’s camera.
Step 5: If you wish to disburse funds immediately, enter an amount. Alternatively, leave the value as 0.
Step 6: The confirmation screen will show a 4 digit PIN. If participants are using the Android App, tell them this pin, and they can use it along with their phone number to log into the app. Otherwise ignore the pin. This pin will also be sent via SMS to the participant.
The new recipients can now be viewed from the Accounts page!
If you prefer to allow your program participants to self-sign up, Sempo can enable this. We can also help you distribute information to your program participants about how to sign up.
Please see the following guides: