Set the invitation to expire

How to set the personal invitation link to expire

In a personal invitation, each participant receives a unique link to take the assessment. During the personal invitation process, you can set this link to expire, which means that the link will no longer work after the expiration date. You can also automatically email participants a reminder to complete the assessment before this expiration date is reached.

To set the link to expire

  1. On the Create Email page, select the Expire this link on checkbox.
  2. Enter an expiry date in mm/dd/yyyy format, or select a date from the calendar drop-down icon.

To automatically send the participant a reminder to take the assessment

  1. On the Create Email page, select the Automatically email the participant checkbox.
  2. Select a date from the drop-down menu. On that date, an email will be sent to the participant reminding them to complete the assessment.

To find out if an invitation has expired:

  1. Select Manage from the menu on the left.

    The Assessments tab opens with a list of the participants invited to complete the assessment.

  2. Locate the participant in the list and look at the Status column. If the status for the participant is Expired, that means the assessment was not completed and the invitation link has expired.
You can reactivate an expired link by following these steps:

  1. Select Manage from the menu on the left.

    The Assessments tab opens with a list of the participants invited to complete the assessment.

  2. Select the check box to the left of the participants whose links you want to reactivate. The participants should have a status of Expired.
  3. Select Edit or Reactivate Links from the I would like to… drop-down menu.

    The Reactivate Link dialog-box appears.

  4. To set a new expiration date for an assessment link, select the Set new expiration date radio button. Then enter an expiry date in mm/dd/yyyy format.
  5. Click Apply.

    All of the selected participants will be sent their original invitation email with the new expiry information.

Note that you can only reactivate the assessment link for individual participants. You cannot reactivate an open invitation link.