Sending Invitations
1
Open the invitation page
On your dashboard, click Invite under the assessment. The page has two tabs: Send Invitations and Track Invitations.
2
Add recipients
Type or paste email addresses separated by commas or new lines. For longer lists, click Upload CSV and use the Download sample CSV template to format your file.
3
Review the email
Check the sender, subject, and email body, and set a link expiry if you want one. These options are covered in the sections below.
4
Send
Click send and confirm in the Invite Candidates dialog, which states exactly how many credits will be deducted now and what each candidate submission will cost.
Invitation Templates
The Send Invitations tab includes these fields:
Every recipient gets the same email body; only the assessment link inside it is unique to them. You can write the email in any language your candidates prefer.
Emails are always sent from hello@equip.co; this address cannot be changed. The sender name is the inviting recruiter’s first and last name, and replies go to the recruiter’s email. See Custom Sender Email for details.
When a candidate opens their unique link, a verification code is sent to the invited email address. Forwarding the link to someone else does not work, because the code still goes to the original invitee. See Invitation Links.
Credit Costs
Email invitations deduct credits at send time, not when the candidate starts:
The confirmation dialog states this before you send: “Are you sure you want to email these N candidates? We’ll deduct N credits now.”
If a candidate never starts, you can reclaim the credit once the invitation is more than 24 hours old. Reclaiming also revokes their link and deletes any test data. See Reclaim Credits.
Related Resources
- Email Status - What Sent, Delivered, Opened, Clicked, and Bounced mean
- Invitation Links - How unique one-time assessment URLs work
- Share URL vs Email Invitations - Choose between a public link and email invites
- Reclaim Credits - Get credits back for unattempted invitations
