Sending Access Codes Using your Personal Email Address

We recommend you use the automated system as it allows you to manage all your codes from one place- and prevents you from accidentally allocating two of your clients the same code. However, we are aware some people feel reassured if they send an invite from their personal, or work, email address- and it is very possible to do this.

If you do send codes from your own Email address, but you also wish to use the automated allocated system as well, then you will need to allocate the codes you have sent through your personal email to your clients within your Code Management Dashboard. You can do this by using the “allocate without email” button in the “Actions” drop down menu in the far right column of the dashboard .

The reason for doing this is that it alerts our system to the fact you have already sent the code out in an invite. If you do not update the system using the “allocate without email” function when you send the invite, the system will only be able to connect a client with a specific code once they have started the test. It also helps you to keep track which code you have sent to whom.

Should you wish to send a code by email there are some things you should remember to include- the most important of which are the Access Code itself and the Link they need to use to redeem the Access Code. Please see the template below that we suggest you model your invite on.

Email Template for sending Access Codes to Clients

Welcome to the CPS Enneagram Compass Questionnaire.

This email invites you to complete the Enneagram questionnaire and has been sent to you by (YOUR NAME)

The Questionnaire asks you approximately ninety questions. It takes 30-40 minutes to complete and is more accurate when completed in one sitting.

If you are disturbed, you can return to the questionnaire and continue where you left off by using the link below.

When answering the questions please do not try to impress, this is not an ability test, and there no right or wrong, or better or worse responses.

We do not share your data with any third parties. You can visit our website and read our privacy policy at this URL: https://enneagramprofiling.com/privacypolicy

In order to take the Questionnaire you will be asked to enter this Access Code: (Enter each code)

The link to the Enneagram Compass Questionnaire is… https://www.enneagramprofiling.com/claim/test

This process is intended to build self-awareness and we are committed to helping all of us realise the positive benefits from such insight.

Kind Regards,
Enneagram Profiling Team

Sending Multiple Codes using Mail Merge App

1) Create a Google Sheet where you enter each of the participants names and email addresses.

2) Purchase the CPS Access codes and copy and paste them next to the participants in an additional column.

3) Purchase a 3rd party "add-on" such as “Mail Merge” which is a Google workspace Add-On ($39 per year)

4) Create a template in a Google Doc and merge the first name and access code into the document.

5) The mail merge will then allocate and send a unique code to each of the email addresses

6) Make a note of who was allocated which code, and update the Access Code Management Dashboard using the “allocate without email” process. Updating the Dashboard allows you to track the codes and prevents the automated system allocating the same code you have already used in an email invite.