Account Owner - Invite Learners to Schedule

Invite Users from the Project Page

1. In the navigation menu, click Projects
   
   
2. Select a project that you'd like to remind users about
   
3. Click Invite to Schedule
   
   
4. Select the teams you wish to send the invitation to. Note, you'll be able to limit which learners receive this invite in a later step. 
5. Review your invitation. You can customize the sender name, email subject, and intro message for the invite. In addition to this information, the learner will receive a list of eligible scenarios with links to schedule each scenario. 
6. At the bottom, indicate the date you would like this email to go out. Note, these emails go out in the very early morning of the selected date. When you are happy with your customizations, click Next
   
7. A window will open allowing you to confirm which learners you wish to receive the invitation. By default, all learners on the team will be selected. You can filter this list by Registration Status or the number of sessions a learner has already completed. You can also search to include or exclude specific learners by name or email address. Once you are happy with the list of learners who will receive the invitation, click Invite. 

   Note: When using the session filter, avoid selecting "Not yet scheduled" or "Not yet completed" together with a "Completed" option—this may return inaccurate results and represents a conflicting filter choice.

8. Once you are happy with the list of learners who will receive the invitation, click Invite. 

You can review previously sent invitations or edit a scheduled invitation from the Engagement Hub or by clicking View Invitations from the Project page.

This will show all previously sent and upcoming scheduled invitations, including the team that was selected, the subject, intro message, number of learners, Sendfer Name, and who created the invitation. 

For upcoming invitations, you can click Cancel to cancel the invitation. 

For previously sent invitations, you can see details on how many learners opened, clicked, and ultimately scheduled their session because of the email.