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Bulk Actions Tutorial

Watch the video and read below to learn about how this new update can save you time.

With Bulk Actions, you will be able to complete all your tasks with ease - add or remove students from a group, resend or cancel invites, or archive students - all in bulk. Don’t have a group made at the time of inviting many students? No problem, you will now be able to create and assign a group while inviting students. You will also be able to see a student’s status right away after invite, so they’ll be able to know who has not joined Pocket Prep and can easily re-invite them if need be.  See below for more details on the latest updates to the Instructor Dashboard.

This video demonstrates the process of sending a license invitation to your students and including them in either a new or existing group at the time of the invite. It also showcases an example of the email students receive with the license invite.

Read About Important New Features

1. Bulk Resend Invite

After invites have been sent quickly identify which students have not yet accepted their invites and easily resend them with a few clicks. To resend an invite to all students, or a specific group, navigate to the Settings tab and select the checkbox in the upper left corner of the Students list for all students, or individually select the student(s), and choose Resend Invite.  Once students have activated their license they will be automatically added to the group.

Note: We send 5 reminder emails over a two week period after the initial invite is sent.  

After clicking the Resend Invite button, a screen will appear on the right. You can choose to add a personalized message or simply click the blue Resend Invite(s) button located in the bottom right corner.  A new email will go to the students reminding them to activate their licenses.

Pro Tip:  Let them know to look for an email from Pocket Prep and to activate their licenses as soon as possible.

You can also select the students you want to work with and take action by either assigning them to a group, sending their invitation again, canceling it, or archiving their seat.  Archiving Student is available when you have active students.  

 

2. Filter, Select, and Manage Students

Easily find the students you’re looking for and take action with only a few clicks. You can search a list of students by name, filter by exam or status, or sort the Student, Prep, or Start Date columns. 

3. How to: Add or Remove Students from a Group

If you need to remove students from a group you created you can do so from the Settings and My Groups tab.  Hover over the group until you see the pencil icon/Edit Group option. 

When you click on the Edit Group option, a new screen will pop up on the right side. From there select either the top left checkbox or individual students, which will then highlight the Remove Student button. Select the Remove Student button to easily remove the selected student(s) from the group.  You can easily add students to the group from the same screen by selecting +Add Student button and selecting the students to add.

 

4. Update to the Stats Tab

The Stats tab also provides visibility into which students still have pending invites. From the Stats tab, you can filter by Active or Pending students and resend an invite to an individual student by selecting them and clicking on the Resend Invite button in the center of the screen. You have the option to include a personalized note before clicking the Resend Invite(s) button to prompt the student to activate their license.

 

Please contact us at customersuccess@pocketprep.com for any questions or feedback.