The autosend feature is now live!
What is autosend? Autosend is a feature that you can enable on the PROJECT level to have Strengthscope reports automatically emailed to respondents on a certain date at 7:00am GMT (2:00am ET). Reports are emailed in a batch on the day that is selected.
For this feature to work, the following criteria must be met:
- DO NOT download the reports ahead of time. Download the reports after the autosend date. If you have previously downloaded the report, IT WILL NOT SEND ON THE AUTOSEND DATE THAT YOU HAVE SELECTED!
If you accidentally downloaded the reports, you may consider using the Optimizing Your Strengths feature as a way for your respondents to have access to their reports via their personal strengths portal.
- In the project, you must tick the box and select date for reports to be automatically emailed
- You must have enough reports in your account (make sure to check your Dashboard and/or purchase reports if needed).
Example: If you set up autosend to send Strengthscope reports to 5 people on January 22, 2019 but you only have 3 Strengthscope reports in your account, 2 people will NOT be emailed their reports.
- If you are adding-on autosend in a project that was set up prior to January 15, 2019, make sure to also tick the "UPDATE CURRENT ACTIVITY PROFILES" box
- Click SAVE
Quick Tip: If a respondent completes Strengthscope AFTER the autosend date (remember, 2am ET!!), edit the Project and update the auto send date to the following day.
Remember, once a report has been downloaded (or autosent), it cannot be auto sent AGAIN (see #1 on this criteria list). This means that respondents who have ALREADY received their reports via autosend will NOT receive them again when you update the date.