The Gateway to Team Cooperation
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Until now, you’ve had to purchase credits, add users to an Account, and send Assessment Invitations all in separate steps. What if you could do all of these in one simple workflow? Well now you can! Our new Invite and Credit purchase workflow allows you to enter the desired Invitee’s email address and the system will check to see if this person requires a credit and/or invitation. If they do, the system will use the Account’s credits first (for non-Member roles), but if Account credits are exhausted will take you through the In-App Purchasing process so you can purchase the credits you need at the same time as sending the Invitations. The system will calculate the number of credits needed, and how much it will cost you to purchase them.
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If you want to purchase credits separately from sending invites you can still do that by clicking “Add Credits” from the Member list on Assess. *Note, this button is not visible to Members. Members that want to send Invites cannot use the Credits in the Account’s Credit pool; they must purchase credits for the invitations that they send.
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Reclaim Unused Credits
All those outstanding and unused assessment invitations you might have, you can now easily reclaim those credits. Simply click the trash can icon to remove your invite and get your credit back. (This will remove the invitee from the account but you can always invite them again later.) Remember that this must be done BEFORE the Invitation is accepted and the user has created an account.
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Not only did the invitation itself get a design facelift, but now you can customize the invitation email your recipients will receive. You can review who will get the invitation, see how many credits you’ll use, and preview everything before sending it out. In addition to customizing your invitation subject line, we recently made it possible to edit the invitation text as well. You can include info about the assessment, drop-in meeting details, or give more context to the SDI invitation – all before you hit send.
See our new Assessment Invitation experience in action:
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