Inviting people to survey from PAIRIN Pro

• How many people can I survey in PAIRIN Pro?
• How do I invite people to survey in PAIRIN Pro?
• How do I invite someone to resurvey in PAIRIN Pro?
• How often should people survey if we are interested in showing growth over time?
• Can I show growth over time for a group instead of an individual?

How many people can I survey in PAIRIN Pro?

You can survey as many people you want and as often as you’d like. Just be careful to not survey your members too often, as you won’t see much change in shorter time periods unless you are providing intense coaching.

How do I invite people to survey in PAIRIN Pro?

There are three separate ways to send surveys, depending on if you are inviting students, employees or applicants.

Link/ Unique URL: For first time surveyors, you can provide a direct link for individuals to be able to create a PAIRIN account and survey. Each group or opening has a unique survey link so that you can easily organize those you survey.

In PAIRIN Pro, the survey links for individual groups are provided in the Manage Tab under the People Tab. Select which group you would like someone to be added to and there will be a link provided. The links are visible to all with Pro access, managers and (in the case of Education clients) teachers.

Survey Invite: A survey invite can be emailed directly to an individual.

Please note, that the individual already must have a PAIRIN account to use this method, they will be displayed under "People" in the "Manage" tab if they have an account. If they don't have an account, you can add them through the "+ new person" button under "People" in the "Manage" tab.

You have two options for how to do this:

• Option one: For Groups
  • Step 1: Once all your individuals have been added to the system under Manage -> People, click over to Survey.
  • Step 2: Click on “Surveys”, which is located on the right upper side on the screen, below the blue header. If you need to create a new survey, click on “+ new survey”. You must select the group you want to survey in order for this to work.
    
  • Step 3: Select “Send email to each survey taker”.
    

The "+ new survey" button is only visible to managers - for Education clients, teachers will not be able to survey this way.

• Option two: For a one or a few individuals
  • Step 1: Click on the “Manage” tab on the top header.
  • Step 2: Click on “Surveys”, which is located on the right upper side on the screen, below the blue header.
  • Step 3: Check the check box next to the individuals you want to surveys names. An envelope will appear at the top of the table where “Name” used to be. Click the envelope and follow the steps to send the email invite.
    

The email option is available to all with Pro access, managers and (in the case of Education clients) teachers.

Token: If individuals have been added to your “People” tab, but you don’t want to send direct survey invite via email, you can generate a survey token. This is often the best method for proctored survey taking. The individual will go to pairin.com/start, enter their last name and token to survey.

• Step 1: Click on the “Manage” tab on the top header.
• Step 2: Click on “Surveys”, which is located on the right upper side on the screen, below the blue header.
• Step 3: If you need to create a new survey, click on “+ new survey”. You must select the group you want to survey in order for this to work.
  
• Step 4: Select “Create a PDF of invite tokens”. If you have not added individuals to your system, you can provide a direct link to the survey.

The "+ new survey" button is only visible to managers - for Education clients, teachers will not be able to survey this way.

How do I invite someone to resurvey in PAIRIN Pro?

Resurveying someone is a great way to measure their growth and track their progress. Plus, there is no limit to how many times an individual can take the survey! By sending a resurvey invite by email, rather than by link, all surveys for an individual will be connected to the same account. This makes your account more organized and your navigation easier. There are two ways in which you can send a re-survey invitation.

Emailing from a group list

1. Once you've logged in to PAIRIN Pro, navigate to the Manage page in the top menu and select the Surveys tab. From here, you can select a group from the hierarchy on the left hand side of the page to narrow down individuals.
   
2. Check the box to the left of each individual you would like to send an invite to (you can use the search bar to speed this up). If you'd like to resurvey an entire group, you can also check the select all box at the top of the list.
   
3. You'll see an envelope appear at the top of the list. Click this icon to email out the survey invites.
   
   
   

Using the + new survey button

1.  Once you've logged in to PAIRIN Pro, navigate to the Manage page in the top menu and select the Surveys tab. Then, click the "+ new survey" button.
   
2. Navigate through the hierarchy to select the group(s) or individual(s) you wish to resurvey. Once you've selected everyone, click "next".
   
3. Use the dropdown to select to resurvey everyone or a subset of who you selected in the previous step. If you choose a subset, the system will prompt you for a date range. Once you've set your option, click "next".
   
4. Select token PDF or email delivery option and click "next".
   
5. On the next screen, you have the option to alter the language in the email invite. Make any updates you wish, then click "send" at the bottom of the page.