Add, Move or Remove Specific Participants from a Cohort

This article outlines how to manage individual participants in Momenta, including adding, moving, or removing them from cohorts. If you are working with more than a few users, refer to the Bulk Upload Participants guide.

1. Go to Experiences & Cohorts and search for your client.
2. Identify the journey, click the three dots, and select Cohorts.
3. Select the cohort, click the three dots, and choose Participants.
4. Click Add Participant.

From here:

• Search for an existing participant by name or email.
• If they already exist in the system, check their name to add them.
• If new, fill in:
  • First Name, Last Name, Email
  • Password (or click “Generate”)

If the cohort configuration has "Create Coach Users" enabled, you can add a participant to both Coach and Momenta in one step. The Add Participant modal will include:

• Country
• Timezone
• Coach selection

Ensure the Coach OS cohort is preconfigured before using this method.

1. Locate the cohort that the participant is currently in.
2. Go to the Participants tab and check the box next to their name.
3. From the Participant Actions dropdown, choose Change Cohort.
4. Select the new cohort from the dropdown.
5. Optionally choose to retain their data or progress.
6. Click Move.

1. Locate the user’s current cohort.
2. Check their name in the Participants tab.
3. Select Remove from Cohort from the Participant Actions menu.

The user is not deleted — they are moved to an auto-generated, disabled “unassigned” cohort. They will no longer have access to the journey.

Important: Do not manually create cohorts named “unassigned.”

• A user can only exist in one cohort per journey at a time.
• If a user already exists in the journey and you try to re-add them, you may see an error or no action.
• Only the dev team can fully delete a user from Momenta.

For permanent deletions, contact:

• momentasupport@bts.com (US / MOW)
• journey.helpdesk@bts.com (Europe)

• Navigate to Cohorts: Experiences & Cohorts → Select Journey → Select Cohort → Participants

• Add Participant Modal: View both standard and Coach-enabled fields

• Move Participants: Use dropdown to assign to a new cohort and choose what to retain

• Remove Participants: Moves the user to a hidden “unassigned” cohort