How to Create an Initiative and Invitations for Multiple Groups of Thinkers

1. Create a Unicode .txt file that has two columns, one for the Thinker's Email Address and one for the Group you want them to be part of:
   
2. In Axon go to the Initiatives section:
   Tip: If this menu item does not appear for you, you may need your Axon Admin to add this permission to your account.
   
3. Create a New Initiative using the button on the upper right corner.  
4. Add a Name to your Initiative so you can find it later, and choose the .txt file you created:
   
5. Check the data uploaded is what you're expecting:
   Tip: Check you have the correct number of Thinkers, and make sure "Number of Rows with Errors" is 0 to ensure all Thinkers have been uploaded correctly.
   
6. Choose the Products you want to these Thinkers to be invited to.
7. Enter the Practitioner's email address next to each group so they can be notified when Thinkers have completed their Diagnostic.
8. Select the Data Role where this Data should live in your database:
   
9. Click "Create Invitations" and wait a few seconds while these are created in the background.  
10. Refresh the page to see the Invitations:
    
11. You can then click on each one to finalize the Invitations:
    Tip: If you "Right click" and open in a new tab, you can easily jump over to Edit the Invitation and finalize all your details by using Configure Products & Send Invitations.
    
12. Configure the products you have chosen:
    
13. Then finalize your Invitation:
    
14. Create your Deadline, Reminder Schedule, and Language:
    
15. Then Send your Invitation.