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Help category: Invites

Looking to help others unlock their potential? Send them a Strengths Profile!

I've been sent an invite to complete a profile, where do I find this?


Log in to your Strengths Profile  account

Click Your Name (Top right-hand corner)

Select Dashboard 

New notifications show at the top of the page (as screenshot below)

Click the Bell Symbol to access the invitation

Then click Take Assessment

Partially completed your assessment, don't worry this can be continued:

I’ve started my assessment, where do I find it to complete it?

I've sent an invitation, however they get an error


I've sent an invitation, however they get an error saying - "This invite is invalid. Invites can only be redeemed using the email address they were sent toWhen you send an invitation you send it to a specific email address."

Please check the email address on the invite you have sent, if the email address was copied and pasted in, there may be error stopping the invite being accessed correctly (as per screen shot below)

The recipient of the email must have an account or will create an account that is an exact match to the email you have sent the invite to.

It is not permitted to use a different account to consume your invite than the one specified in your invite.

Check with your recipient that the email is a match.

What is the difference between inviting people through invites and using the groups


There are two different types of invites within the Strengths Profile Platform; The Personal invite and the Group invite.

The Personal Invite.

This type of invite is accessable through the dashboard item Transfers and Invites.

Transfers and Invites

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • This form of invite will be personal to your own account and can be viewed from the Transfers and Invites page.
  • The invite is private to you and the Invited user and can not be accessed by others unless permission is granted for that access.

The Group Invite.

This type of invite is accessable through the dashboard item Groups.

Group Menu

Once you select the group you are interested in, or create a new group, the invites are accessed through the Add Members function;

Add Members 

  • Each of the invited group members and their profiles are listed here along with the status of the users profiles.
  • The profiles are accessible by any user that has Administrator permissions for this group, or is the Profile owner.

 

I have added new invitees to my group but their name does not appear in the add to group list


  • When you add new members to a group, you may see a list of names of Strengths Profile members you have previously invited.
  • They will be added to the group once you have pressed finish. 
  • This allows you to select members you have already invited and invite new members without the view becoming confusing.
  • Don't worry if you forget to add somebody because you cannot see who you have invited so far, you can always add them to the group.
  • Click Finish when you are done which will generate the group.

How do I send invites to add to my group


  • Log in to your account 
  • Click uour name (top left-hand corner)
  • Select Your Dashboard.
  • Hover over the  (top left-hand corner) this will bring up the menu
  • Select Groups 
  • Select View next to the group you would like to add members to.
  • Click Add Members 
  • If the invitee/s is in your existing contacts, they will appear. If they are new to Strengths Profile, click on Send an Invitation and enter the invitee's email address, click add.
  •   
  • You can enter multiple email addresses at one time with a comma. (Hint: be careful when copying and pasting that only the email address is shown, and no < >)
  • If you enter the email wrong click the red Remove Email button under action.
  • Select which profile you would like to send each invitee and if you would like to withhold their results from them.
  • Then select send.

How do I send a personal strengths invitation to others?


Ensure you have Profiles in your dashboard ready to sent

From your dashboard page you then select Invites and Transfers.

 

Transfers and Invites

The Invites and transfers page shows you the Product uses you own, and allows you to Invite users to take a Profile

Send an invite

Ensure that Invitations is underlined, then click on Send an invitation.

Send A Profile 

Select the Profile you wish to send.

Enter the email address(es) you want the profile(s) to be sent to. Add an optional message if you choose.

Switch the Career Guide on should you wish the user to receive this (no additional charge)

Add them to a new or existing group should you wish to. By not doing adding them to a group the invite remains in your personal invites page.

Choose to withhold the results of the Profile assessment for up to 30 days. This feature is to allow you to prepare a brief for the user at which point you would reveal their results to them.

You can preview the message that will be sent to the recipient(s) by toggling the edit/preview switch.

Send the Profile(s) by clicking on the Send Profile(s) button.

The invites will appear in the 'Your invitations' section of the Invites and Transfers page, when the Invitations tab is selected.

Your uses of a product will not be adjusted until the emails have been accepted by the recipient(s).  You have up until this point to be able to cancel the invitation to any user by selecting Cancel Invitation in the more options function.

More options

How do I create and view an invitations group


To create an invitations group, 

  • Log in to your account.
  • Click on Your Name(Top right-hand corner)
  • Hover over the  (top left-hand corner) this will bring up the menu
  • Click Invites & Transfers
  • Click Send an Invitation 
  • Here you you will need to:
  • Type in your invitee's email address (under Recipients)
  • (System Message) you can add a personalised message (optional)
  • (Groups) Tick the  box saying "Add invitees to a new group" If you choose to add the invitees to a new group, you will be asked to give the group a name.
  • (Groups) Tick the box saying "Add invitees to an exsisting group", If you choose to invite them to an existing group, you will be asked to provide the name of the group you wish to add them to.
  • (Withold Profiles) Tick the box if you would like to withhold the profile Profile results can be withheld up to a maximum of 30 days upon completion of the assessment after which they are available to view by the taker.
  • Click Send Profiles

To view the invitations group,

  • Hover over the  (top left-hand corner
  • select  Groups 
  • Click View (on the right) of the group you wish to view

 

 

 

  • Here you will be able to see the status of each invitation & profile

 

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