Overview
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 a campaign.
How to invite users by email
Note: If you want to use custom email templates in your invite campaigns, you must create them before sending invitations. Learn how to create custom email templates in this article.
Customize the email
Open your invite campaign
Click Invite
Click Customize Email
If you want to use a custom email template you created, click the “Use template” selector and select your template.
If you want to use the default template and just add some additional information, use the “Edit body text” editor.
When done, click Save.
Add individual users
Enter the participant's email address, first name, and last name
Click the check mark icon to add them to the campaign
Repeat for as many users as needed
Preview and send invitations
Click Preview and send
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.
Import users with a CSV file
If you need to invite multiple participants at once, you can upload a CSV file.
Select Upload
2. Click CSV to download the template file
3. Add participant information to the template
4. Save the file in CSV format
5. Click Upload a file
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.