Learn how to use the Instant Delivery feature to send email notifications to your Participants when their portraits are ready to view.
Instant Delivery was replaced by Scheduled Delivery in projects created from July 2020 onwards. For instructions on how to Scheduled Delivery, click here.
Contents
- Overview: Instant Delivery explained
- How to enable Instant Delivery
- Instant Delivery and 'Date & Time PDFs released for download'
- Update the time zone used for Instant Delivery
Overview: Instant Delivery explained
Instant Delivery allows you to notify your Participants by email when their portrait is ready to view or download. This email contains a link that allows Participants to sign into their account and view their portrait. Optionally, you can attach the Participant's portrait to the email.
Instant Delivery is configured separately for each project.
How to enable Instant Delivery
Instant Delivery can only be used with some portraits. A list of supported portraits is available in your project's Settings tab.
Instant delivery must be enabled before a Participant completes their questionnaire.
- Go to your Practitioner Profile dashboard (for full instructions, click here).
- Select Project Management in the left-hand menu.
- Choose your project from the list.
- Go to the Settings tab in your project and scroll down to the Instant Delivery section.
- To enabled Instant Delivery, select Instant Delivery.
- To attach the Participant's portrait to the email sent to the Participant, tick the box labelled Deliver the portrait file as an email attachment (Optional).
Instant Delivery and 'Date & Time PDFs released for download'
Each project has a 'Date and Time PDFs released for download' setting. This is the date at which Instant Delivery notification emails will be sent and the date at which Participants can sign into their account to access their portraits.
If you want Participants to be notified by Instant Delivery as soon as their portrait has been generated (typically a few minutes after the Participant completes the questionnaire), set the date & time for PDF release to a past date.
Update the time zone used for Instant Delivery
If you select a time and date for Instant Delivery, email notifications will be sent at your local time, according to the time zone settings in your account. You can review your time zone settings by following these steps:
- Go to your Practitioner Profile dashboard (for full instructions, click here).
- Select Account Overview in the left-hand menu.
- Select the View Personal Details button.
- Scroll down to the Local Information section.
- Select your time zone from the Time Zone drop-down list. After you make a selection, your changes will automatically save.
