Inviting participants to interactions
Step 1: Log into BQ and select your solution (“Performance”)
If you are currently not logged in, click here and log in with your credentials. Should you be subscribed to multiple BQ solutions, navigate to Performance using the product selector in the top navigation bar.
Step 2: Select a participant
From the list of participants, select a participant to invite to an interaction. To find participants, simply enter their first name and/or last name in the search field.
Click anywhere in the line with the participant’s name to select the participant.
Step 3: Create an interaction
Click the “Create New Interaction” button.
If you cannot create a new interaction for a participant because a previous interaction is still incomplete, delete it or remind the participant to complete it (see: Remind participants of unfinished interactions).
If you cannot create a new interaction for a participant because the maximum number of available interactions has been reached, contact BQ to purchase additional interactions.
Clicking the “Create New Interaction” button opens a page where you select how you contact the participant.
Step 4: Select auto-email options and let the system send your invitation
On the next page, it is possible to select auto-email options for your invitation.
You may select the following options:
If option #1 (Invite automatically via E-Mail) is selected, the system will send an automatically generated invitation e-mail to the participant, containing the link to their interaction.
If option #2 (Send weekly reminder via E-Mail) is selected, the system will remind the participant in automatically generated weekly reminder e-mails until the interaction has been completed. This will start one week after creating the interaction and continue for a total of seven weeks. If an interaction stays uncompleted, the participant will receive eight e-mails in total (one invitation and seven reminders).
If option #3 (Automatically send report via E-Mail) is selected, as soon as the participant has finished their interaction, the system will automatically send an email to the participant. This email contains a link that allows the participant to download the report. This option is only available if your subscription includes the report for individual participants.
You can mix and match any of these options. By default, all available options are pre-selected.
Confirm your selected options by clicking the “Invite” button (4).
If option #1 (Invite automatically via E-Mail) is selected, your invitation is sent out automatically. You will see the following message and may return to the participant overview by clicking the blue “Back to Overview” button.
If option #1 is not selected, continue with Step 5.
Step 5 (Optional): Send the interaction link in a personal message
If option #1 (Invite automatically via E-Mail) is not selected, you can send the interaction link in a personal message.
Copy the interaction link to your clipboard by clicking on the green “Copy Link to Clipboard” button.
You may paste the link (CTRL+V on Windows and Linux, CMD+V on Mac) into an email, a message in your CRM, or a message in any messenger service.
Return to the participant overview by clicking the blue “Back to Overview” button.
