Inviting a New Participant to take an Assessment

How to invite a new participant to take an assessment using the HighMatch App.

Please refer to this article if you would like to invite an existing participant to take an assessment.

1. Login to your HighMatch account.
2. Select the Participants tab on the left-hand side of the screen.

3. At the top of the screen, Click Invite Participant. 

4. Fill in the participant’s information, then click Next.
   • Tip: Whether you’d like to send an assessment invite via email and/or text message, you must enter the participant’s information accordingly here.
   • “Assigned To” is the user who will be assigned to this participant for analytical purposes.
     • The user inviting the participant is automatically selected in this section, but another user can be assigned if necessary by clicking the X button next to the user’s name.

5. Choose the assessment(s) you want this participant to take, then click Next.
   • Tip: Select multiple assessments in the order you would like the participant to complete them, as they will be presented to the participant accordingly.

6. Select any of the invite options, then click Next.
   • “Email invite to…” sends the invite link to the participant’s email.
     • Note: This option will not be available if a email was not provided earlier.
   • “Text invite to…” sends the invite link to the participant’s phone number via text message.
     • Note: This option will not be available if a phone number was not provided earlier.
   • “Send scheduled and just-in-time Email and SMS/Text reminders to complete the assessment” option sends email reminders to participants who have not completed the assessment within a two-week time frame.
     • Tip: You can click Show Schedule to see the reminders’ static schedule.

7. Select who you wish to receive the participant’s assessment report, then click Invite Participant.
   • The first option will send an email of the report to the user listed in the “Assigned To” option.
   • The second option enables you to send the report to any other emails that are entered into this field.
     • Note: The email address’s entered here do not need to belong to Users on the platform.

8. Participant invited! The participant has been invited to complete the assessment(s) via the selected invitation method.
   • If you prefer to send the assessment link manually, then the link is available for you to copy and paste by highlighting the link or clicking the Copy Link button at the bottom right of the pop-up.
     • Note: This link is case-sensitive.