Using the rater invitation template

You invite raters by sending them an email containing a link to take the online assessment. The Rater Nomination page provides you with two options to create this email: Using the default invitation or creating your own invitation.

 

To use the default invitation

  1. In Step 2 of the Rater Nomination page, select the Default radio button.

  1. To see how the email will appear to the rater, click Preview Email.

 

To create your own invitation template

  1. In Step 2 of the Rater Nomination page, select the Custom radio button.

  2. Select Create a New Template from the Template drop-down menu.

  3. Type an email subject line in the Subject text box, or use the subject line provided.

  4. Make your changes to the email text.

Do not alter any of the variables (the text within brackets). If you do, raters might not receive a link to take the assessment.

  1. To see how the email will appear to the rater, click Preview Email.

  2. When you've finished your changes, click Save As New Template.

    The
    New Template dialog box appears.

  1. Enter a name for the new template.

  2. Click Save.

    Your new template will now be listed in the Template drop-down menu. To use this template again with other raters, select the Custom radio button, and then select the template name from the Template drop-down menu.

Note: Your customized rater invitation will only be sent to the raters that you invite yourself. Raters invited by the participant will be sent the default rater invitation email.