When a Learning Collection is ready for participants, administrators can use the Invitation workflow in AdminStudio to select participants and/or groups to onboard to the collection, and 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 time the admin schedules, and include a basic introduction to ExecOnline as well as a prominent link for participants to the access the Learning Collection and start browsing for programs.
Note: To support invitations a collection must be Published
There are 2 places in AdminStudio where Learning Collection invitations can be scheduled:
Step 5 (Share) in the Learning Collection builder workflow | Manage Participant Access under the Learning Collection snowman menu |
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In addition to alerting participants about their leadership development opportunity, an invitation will also allocate a Product License to each invited participant (if they do not already have a license). This ensures that everyone has the ability to access the Learning Collection to browse programs, and enroll in a program to activate their license (if license activations are still available).
Instructions
Inviting from Step 5 of the Learning Collection builder
After publishing a Learning Collection in Step 5, click the
Invite Participants and Groupsbutton.
In the Invite to Collection overlay, start typing the names/emails of the participants and/or groups that you want to invite to the Learning Collection, 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.
The invited participants will be recognized in the ‘Student Members’ metric on the Learning Collection list screen.
Inviting 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, starting with the most recently invited. The list will include existing participants from all onboarding channels (including invitations and URLs). Click the
Invite Participants / Groupsbutton to invite more.
In the Invite to Collection overlay, start typing the names/emails of the participants and/or groups that you want to invite to the Learning Collection, 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.
The newly invited participants will display on the Invited Participants screen.