This topic will help you use the personal invitation for an assessment. For information on the open invitation, click here. For information on inviting raters for a multi-rater assessment, click here.
The personal invitation process allows you to invite participants to complete an assessment by entering their email addresses (either a few at a time or by uploading them from a list), then customizing an email in which they’ll see a unique link to take the assessment online.
Invite in the left menu.
The Inviting Participants page appears.
The Organize participant page appears.
Organize your participants into a folder. You can do this by either:
Selecting an existing folder from the drop-down menu, or
Creating a new folder by typing its name in the Folder Name text box and then clicking Save New Folder.
Type your participant's Email Address, First Name, and Last Name in the indicated text boxes.
Some products allow you to enter an ID instead of a participant's name. You can learn more about IDs here.
The name and email address of the participant appears in the invitation list.
Continue entering the email addresses and names of your participants. When you are finished, click Next to proceed to the Create Email page.
NOTE: All participants entered into the same invitation list will also be organized into the same folder and will be sent the same invitation email. To assign participants to a different folder and/or have them receive a different invitation email, enter the participants into another invitation list.