Inviting participants to a Learning Collection is a great way to let them browse multiple programs - but sometimes its helpful for an invitation to target a single, specific program - like inviting a participant to Leadership Coaching, or inviting a group (cohort) of participants to a scheduled Advanced Leader Program run.
In AdminStudio you can select participants and/or groups and onboard to any program(s) in a collection, as well as define a time to send them a scheduled (automated) onboarding email from the ExecOnline platform.
The invitation will come from the sender ‘ExecOnline Support’ at the scheduled time and include a basic introduction to ExecOnline, as well as a prominent link for participants to the access the specific program and get started with any welcome content.
Note: To support invitations a collection must be Published
To schedule an invitation for a specific program in a Learning Collection:
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1. Go to Manage Participant Access under the Learning Collection snowman menu | 2. Go to the Program Access sub-tab and click Invite to launch the invitation flow for any program in the published collection |
In addition to alerting participants about the leadership development experience, a program invitation will also automatically enroll each participant and allocate a license for them (if they do not already have a license). Only Activated licenses count against the available total.
Instructions
Inviting to a Specific Program from the Manage Participant Access screen
Find the relevant Learning Collection in the main list, then open the snowman menu and click Manage Participant Access.
You will be redirected to a screen listing Invited Participants who have access to the Learning Collection; click the Program Access sub-tab to open program list.
Under the Program Access tab is an alphabetical list of all programs available in the published Learning Collection - along with two buttons: 1) to get a Program Deep Link (Copy URL), and 2) to invite participants and/or groups to the program directly (Invite).
Click the Invite button to start the process and select the participants and/or groups that you want to invite to the program, then select the names to confirm.
After selecting participants and/or groups you will be prompted to schedule a time for the invitation(s) to be sent.
