Order IDI Assessments with Emails

1. Once logged into your IDI Account, go to the Assessments page and click Order Assessments. 

   

2. On the Order Assessment page, enter the following:

     a. The Order Description (ex. IDI Assessment for Acme HR Dept).
     b. Select the appropriate Type of IDI (e.g. Standard).
     c. Select ON or OFF to include or exclude Demographic Questions.

3. If Respondent emails are available, select I Have All Respondent emails.

4. Include a Message To Respondents (contact information, Assessment completion deadline, etc).

   
   

5. Select Send Assessment Emails Now; click Next. 

   

6. Add or Upload respondent emails, then click Next. 

   
    

7. Select Use a New Payment Method; click Pay with Credit/Debit Card. 

   

8. Enter the credit/debit card information, then click Pay.

Related to

• ordering