12 Induction Invites
What are induction invites?
An invite sends someone a link to your online induction. It goes by email, or by text message if you only have their mobile number. You pick the inductions, the people and a due date. You can then see who hasn’t started yet and send a reminder.
Rules to know
- Invites per month: unlimited on Team, Team Plus, Team Pro and Enterprise. Lite has 15 and the free trial 20. Each induction you invite someone to counts once.
- Email or text: people with an email address get an email. People with only a mobile number get a text message.
- Texts per month: Lite 0, Team 20, Team Plus 100, Team Pro 400, Enterprise 800. The free trial has 2.
- More texts: on Team and above you can buy SMS credits in packs of 50 ($9.90 including GST). They last 3 months and are used once your monthly texts run out.
- Not enough left: if your plan has run out of invites or texts, the invite isn’t sent and you’re told why.
- Who: every admin role except Supervisors can send invites.
- Left out: archived and Do Not Contact people never get invites. They’re left out of the invite pop-up box.
- Due date: a week from today, unless you change it. The earliest is tomorrow.
- Link life: the link in an invite works for about 12 months.
- Daily limit: a new account can send 100 invites on its first day, rising to 1,000 a day after the first week.
- Reminders: with Remind Inductees to finish induction switched on, people who haven’t passed get a reminder email around their due date.
- Your own words: on Team Plus and above you can add your own message to invites. Team Pro and Enterprise can also set one per induction.
- Contact groups: inviting a whole group needs Team Plus or above.
What you’ll need
- An admin login. Supervisors can’t send invites.
- At least one induction.
- Each person’s email address or mobile number.
Send an invite
- On the Dashboard, click the orange Send Invite button.
- Under 1. Select Inductions, search for the induction and click it.
- Under 2. Choose the Method to Invite People, search for each person and click them.
- New person? Click the navy Add New Contact button and fill in their details.
- Under 3. To Be Completed By, pick the due date.
- Click the orange Invite selected button.
You can also send invites from other places:
- Inductions: tick the inductions, then click Invite to Selected.
- The induction editor: click Send Invite.
- A person’s profile: click New Invite.
Invite a contact group
- Under 2. Choose the Method to Invite People, click Contact Group.
- Pick the group in the Select Contact Group list.
The Contact Group option only shows once a group has people in it. See People to set up groups.
Invite people from your list
- In the left menu, click People.
- Tick the box next to each person you want to invite.
- Click the orange Invite button.
- Pick the inductions and the due date, then click Invite selected.
On Team and above, the small arrow next to the top tick box lets you choose Select All. That invites everyone who matches your search, on every page.
What people get
People with an email address get an email called [Important] Induction Invitation from: and your company name. It has a link to start, the due date and any special instructions for your site. People with only a mobile get a text message with the same link.
When they open the link, the induction starts straight away. They don’t need a login.
Follow up on invites
- In the left menu, click Reports, then click Unanswered Invites.
- Click Resend next to anyone who needs a nudge.
To check one person, open their profile and click the Messages Sent tab. It shows when each message was delivered and opened. A Bounce Reason means the email didn’t arrive: fix their address on the Details tab, then send a new invite.
Running low on texts?
When you have fewer than 10 texts left, the invite pop-up box shows Running low on SMS credits. Click Buy SMS Credits to buy a pack of 50.
Done! What happens next
- Each invite shows as Awaiting response on the person’s profile until they open it.
- Once they start, follow their progress on their profile’s Inductions tab.
- Sent one by mistake? See Cancelling Invites.