Page Comparison

The Gateway to Team Cooperation

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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:

One thing that is not obvious is that two different types of email could be sent. The one you see above obviously is sent to those that are being a sent an Assessment invitation. But what about inviting a current Member who’s simply being invited to the Account? While the system will currently show the screen above to the user, the email that is sent will be the current “Opt-In” email. There’s no need to customize this one as it’s straight to the point. Here’s the copy:

Welcome %{member_first_name},

You have been invited to %{account_name} and you have the opportunity to opt-in. If you accept, your results may be shared in this account. You can also opt-out if you’d rather not join the account.

By opting in, you can develop your Relationship Intelligence, improve collaboration, and build better teams.

Let's get started. Follow the link below to visit your account.

%{signin_url}

Thanks,
The Core Strengths Team

Create Labels On The Fly

This is kind of a big deal. Our earlier iterations of the Label feature made it possible for you to combine users into sessions or groups, but you needed more flexibility with this tool. We took notes. Now, as you invite users to take the SDI 2.0, you can create and apply the label inline (techie-speak for “it’s really easy to do, and you don’t have to go somewhere else to do it”). Labels make it easy for you to group the people you’re inviting so you can follow up later, check their assessment status, send reminders, etc. Oh, and you can also use this feature to create new labels and apply them to users in Assess.

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