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Send invitations individually to invite learners to a learning program

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Alex
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You are able to invite learners to a learning program in two ways:

1. Individually
2. In bulk 

This article explains how to send invitations individually. 

Individually

There are two ways you can find the option to send individual invitations.

 

First Option: Users homepage > + Invite Learners

1. Select Invite Learner. 
2. Fill in required fields: Name and Email. External ID is an optional field.
3. Click Continue.
4. A pop-up to choose a program will appear:

  • Choose the program you want to invite learners to. You can only select one program at a time. ⭐Tip: You can also type the program name in the search bar to filter the list. 
  • Click Continue once your selection is complete.

5. A pop-up to choose a contract will appear:

  • Choose the contract you want to associate the invited learners to. You can only select one contract at a time.⭐Tip: You can also type the contract name in the search bar to filter the list.
  • Click Continue once your selection is complete.

6. Review the invitation preview for errors. During this stage you will want to review the below for accuracy:

  • Learner details
  • Program
  • Contract

7. Check the box for Send invitation to new learner if you want invitation email to be sent. Uncheck this box if you do not want an email to be sent. 
8. Click Send invitation if the box to send invitations to the new learner is checked or Create invitation if the box is unchecked. 
9. Confirmation messages will appear once complete. Exit out of these messages.

 

Second Option: Users homepage > + Invite Learners

1. Click the Manage Learners tab.
2. Click the +Invite Learners dropdown.
3. Click Invite Learner.
4. Fill in required fields: Name and Email. External ID is an optional field.
5. Click Continue.
6. A pop-up to choose a contract will appear:

  • Choose the contract you want to associate the invited learners to. You can only select one contract at a time.⭐Tip: You can also type the contract name in the search bar to filter the list. 
  • Click Continue once your selection is complete.

7. Review the invitation preview for errors. During this stage you will want to review the below for accuracy:

  • Learner details
  • Program
  • Contract

8. Check the box for Send invitation to new learner if you want invitation email to be sent. Uncheck this box if you do not want an email to be sent. 
9. Click Send invitation if the box to send invitations to the new learner is checked or Create invitation if the box is unchecked. 
10. Confirmation messages will appear once complete. Exit out of these messages.