Invite applicants to an assessment

Use the Invite workflow to send invitations to individual applicants or groups of up to 1,000 applicants at one time.

Step 1: Open the Invite workflow

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

Step 2: Add applicants

You can enter email addresses manually or upload a CSV file.

Enter email addresses manually

1. Enter or paste one or more applicant email addresses into the field.
2. Press Enter after each email address to add it to the list.

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 and preview the invitation

You can customize the email before sending it to applicants.

1. Edit the email subject line and message body
2. Select Preview to review the invitation
3. Close the preview and make any necessary changes.

If you want to save your changes for future invitations to this assessment, select Save template at the top right.

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

Step 4. Send invitations

1. Review the applicant list and invitation email content
2. Select Send Invites at the bottom

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