Follow along to set up a Strengthscope® project
PART ONE (BASICS):
PART 1 - STEPS
- Go to MANAGE ACCOUNTS
- Go to the PROJECTS tab and click CREATE
- Select the CLIENT NAME* to which you want to assign this project --- This is your Company/Account’s name
- Enter PROJECT NAME* --- Highly recommended to do the same Project Name and Project ID
- Select the REPORT LANGUAGE --- If you would like the report to be downloaded in a language OTHER than what the respondent selected to take Strengthscope in
- Enter a unique PROJECT ID* and provide a short project description --- Highly recommended to do the same Project Name and Project ID
- Enter your SUPPORT EMAIL ADDRESS* --- Enter the email address of where you would like Strengthscope® completion notifications to go (either you or your project manager/system admin) SEE EXAMPLE
- Select the project START DATE* and END DATE (if end date is needed) --- In MOST cases, the project may be ongoing and does not need an end date
- PROJECT PROFILES: Strengthscope® and StrengthscopeEngage Baseline are automatically checked. --- Most times, you will uncheck StrengthscopeEngage Baseline (it is an Add-On Module)
- Set Strengthscope REQUIRED COMPLETION DATE - RESPONDENTS --- Not recommended, leave blank
- SELECT ADDITIONAL PROJECT PROFILES: Strengthscope360, StrengthscopeLeader, StrengthscopeTeam, Strengthscope Engage Progress (SEI)
- ADDITIONAL OPTIONS: If you would like to remove the Background Questions (including demographic data) from the project, check the box "DO NOT COLLECT DEMOGRAPHIC INFORMATION" --- Checking this box means that anyone that completes Strengthscope® on this Project ID will not be asked any Background Questions
- Click SAVE
- To enable one of the send options below, select your Project ID from your Project List and click "EDIT" --- Remember to click "SAVE" again after you have made your changes
PART TWO (SEND OPTIONS):
There are 4 ways you can deliver Strengthscope® reports to your respondents:
1) Manually downloading each report and sending a personal email to the respondent
2) Autosend (automated email from help@strengthscope.com)
- Enable this setting in the Project
- All reports sent out in a batch at 7am GMT (London) on the specific date that you choose via automated email (click here for an example)
- Do NOT download reports before the Autosend date. Previously downloaded reports WILL NOT send
3) Optimizing Your Strengths section (self-download by the respondent)
- You must download the report first
- You must enable the setting in the Project AND select a "Profile Available Download Date"
- Once both Project settings are applied and report has been downloaded, you will need to email your respondents and tell them their report is available for self-download. Click here for an email template.
- Want to see what this looks like from a respondent's point of view? Click here.
4) *NEW* Immediate Send
Note: Video will be updated soon - this feature is now live
Check "Send Upon Completion" to have a respondent's report emailed automatically after completion
- You must have enough reports in your account for this feature to work. If you do not, the reports will not send
- Note: We have noticed it takes approximately 30 minutes for the report to be emailed