Anyone who applies through an import, a webhook or a Form Builder form arrives with the status Applied. You decide who joins.
Find your applicants
- Open Beta Readers from the left sidebar.
- The Applied tile shows how many are waiting.
- To see only applicants, open the Status filter and tick Applied.
Accept an applicant
Click Accept on the applicant's row. Their status changes to Invited.
If you've connected a newsletter platform, an Add to a mailing list? window opens so you can add the reader to one or more of your lists. Choose the lists and click Add to list, or skip it.
When you're ready to send them the book, click the paper-plane icon on their row. Their name and email are filled in for you.
Reject an applicant
- Click Reject on the applicant's row. Their status changes to Rejected.
- A Send a Rejection Email? window opens. Choose a Template. A built-in beta reader rejection template is selected for you, or you can pick one of your own from Email Templates.
- Click Send Email, or cancel to reject without emailing.
If you haven't connected an email account, you'll see No email provider connected — this will open your email client instead. The message then opens in your own email program for you to send.
The same window appears if you change any reader's status to Rejected from the status pill or the edit window.
Handling many at once
Tick the checkboxes on several rows, click Edit in the selection bar, tick Status and choose a new one, then apply. Bulk changes don't open the rejection email or mailing list windows, so use the row buttons when you want those.