If you wish to invite someone to take an assessment via email or a link, you must first create an invite campaign.
Begin by navigating to the "Campaigns" tab and selecting "+New invite campaign".
Begin by selecting your campaign goal. You can choose between two types of campaigns: Coaching and Employee Development, and Candidate Selection.
In the following section, we will provide a detailed guide on how to create a Coaching and Development campaign. If you are interested in creating a Candidate Selection Campaign, please refer to this article.
Next, assign a name to your invite campaign. For instance, if you're organizing a workshop for your finance team in Denmark, you could name the campaign "Denmark - Finance Team," or anything else that will help you recall the recipients of the invites. To continue, click “Next”.
In the second step, choose the assessment(s) you wish to send by clicking on the toggle. The assessment is selected when the toggle is red. In the example below, recipients of the invite will only be able to complete the Core Drivers assessment. They won't receive an invite for the Core Values. Click "Next" to continue.
Next, select the report(s) you want users to receive after completing the assessment. Core Drivers Pro is our comprehensive report, while Core Drivers is a shorter version (also known as Core Drivers Light). You can compare these two reports in this article.