The Invite by email option lets you send assessment invitations directly from the platform. You can use a predefined email template, customize the email content, and send follow-up emails to participants who have not yet completed their assessments.

Before sending invitations, you must create an invite campaign.

Note: If you want to use custom campaign email templates in your invite campaigns, you must create them before sending invitations. Learn how to create custom campaign email templates in this article.

If you want to use the default template and just add some additional information, use the “Edit body text” editor.

When done, click Save.

If you want to send the default invite email in a different language, select Invite language from the menu.

When done, click Save.

If you want to use a custom email template you created, click the “Use template” selector and select your template.

When done, click Save.

2. Review the campaign details and email content

3. Click Send emails

Note: If a participant has already completed all assessments assigned to the campaign, they will not receive another invitation. Instead, they will appear in the campaign with a Completed status, and their Email Status will show “Not sent”.

If you need to invite multiple participants at once, you can upload a CSV file.

2. Click CSV to download the template file

3. Add participant information to the template

4. Save the file in CSV format

5. Click Browse files

6. Click Import

Note: If you receive an error message when uploading your file, it is likely not formatted correctly. To make sure the CSV file is in the correct format, copy the values you want to upload to a Google Spreadsheet, save the spreadsheet as a CSV (Comma-Separated Values) file, and upload that file to the platform.