Inviting an Existing Participant to take an Assessment

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

Please refer to this article if you would like to invite a new 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. Select the existing participant’s name that you wish to invite to take an assessment. 

4. Click the Assign Assessment button on the right-hand side of the screen.
   • Note: The participant’s contact information will be automatically populated.

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 when setting up the participant’s account. Please refer to Editing a Participant’s Information to learn how to add a participant’s email.
   • “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 when setting up the participant’s account. Please refer to Editing a Participant’s Information to learn how to add a participant’s phone number.
   • “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 reminder emails’ static schedule.

7. Select who you wish to receive the participant’s assessment report, then click Assign Assessment.
   • 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.