Invite campaigns let you send assessments to users by email or shareable link. You can choose which assessments and reports to include, organize participants with tags, and monitor completion from a single place.

To create a new invite campaign:

Choose the type of campaign you want to create:

This article covers Coaching and Employee Development campaigns.

If you want to create a Candidate Selection campaign, see Create a candidate selection campaign.

Enter a name that helps you identify the campaign later.

Click Next to continue.

Choose the assessment(s) you want participants to complete.

Turn on the toggle next to each assessment you want to include, then click Next.

Participants will only have to complete the assessments selected in this step.

Choose which report participants will receive after completing their assessments.

For example:

Important: Select only one version of each report type. Otherwise, participants may receive multiple reports for the same assessment (for example, select either Core Drivers Pro or Core Drivers, not both).

Note: If you don't select a report, participants won't automatically receive one after completing their assessments. You can publish reports manually later if needed.

Click Next when you're finished.

Tags help you organize participants and make filtering easier later. When you add a tag to a campaign, every participant in that campaign is assigned that tag.

Turn on Notify on completion if you want to receive an email whenever a participant completes all assessments assigned in this campaign.

You can select:

Click Complete when you’re finished.

Click Go to campaign to finish creating your campaign.

After creating the campaign, click "Go to campaign" to begin inviting users.

You can then choose whether to:

For detailed instructions, see:

Coaching and Employee Development campaigns are designed for employee growth and development. Candidate Selection campaigns include additional recruitment features, such as role match and candidate statuses.

Yes. You can select multiple assessments when creating the campaign. Participants will receive one invite link and can complete all assigned assessments using that link.

No. You can edit the campaign assessments only before sending invites. Once invites have been sent, the assessments in a campaign can no longer be changed.

Reports can be changed at any time. If you want to share or hide reports for all users in the campaign, you can edit the Reports section later.

Participants will complete their assessments, but they won't automatically receive a report. You can publish reports manually later.