How to Invite Applicants

Use the Invite workflow to send assessment invitations to individual applicants or groups of applicants.

Step 1: Open the Invite Workflow

1. Open the assessment.
2. Navigate to the Applicants tab.
3. Select Invite.

Step 2: Add Applicants

Choose one of the following methods:

Option 1: Enter Applicants Manually

1. Enter one or more applicant email addresses. You can type or copy and paste a list of email addresses into the field.
2. After entering each email address, press Enter to add it to the list.

Option 2: Upload a CSV File

1. Select Upload CSV.
2. Upload a CSV file containing one column of applicant email addresses. Headers are optional. Each row must contain a valid email address.

Step 3: Customize the Invitation Email

Within the Invite modal, you can:

• Edit the email subject line.
• Edit the email message body.
• Preview the invitation email before sending.

If you want future invitations to use the updated email subject line and message body:

1. Select Update Template.

Note: Updating the template makes the changes available to other administrators and staff members using the assessment.

Step 4: Preview the Invitation

1. Select Preview.
2. Review the invitation email.
3. Close the preview and make any necessary changes.

Step 5: Send Invitations

1. Review the applicant list.
2. Review the invitation email.
3. Select Send Invites.

Applicants will receive an email containing instructions to access the assessment.

Frequently Asked Questions

How many applicants can I invite at one time?

You can send invitations to up to 1,000 applicants at one time.

Can I customize the invitation email?

Yes. You can edit the email subject line and message body before sending invitations.

Can I preview the email before sending it?

Yes. Select Preview within the Invite modal.

Can I save changes to the invitation template?

Yes. Select Update Template to save the updated email content for future invitations to this assessment.

Can I upload applicants using a CSV file?

Yes. Applicants can be added using a CSV file during the invitation process.