Monitor code distribution and usage through bundle summaries, code transfers, status tracking, and individual redemption details.
The Bundle Details page has all of the information about a specific code bundle.
The upper area of the page shows summary information about the bundle, including its name, code type, owners, code usage, the number of codes available for distribution (Available), the number of distributed and unredeemed codes (Pending/In Progress), and the number of redeemed codes (Used). For bundles with a multi-use access code, this area also shows the access code and an invite link, which you can distribute to individuals.
Note: For bundles with CliftonStrengths codes, Pending/In Progress includes redeemed codes distributed to individuals who have not completed the assessment; Used includes redeemed codes distributed to individuals who have completed the assessment.
The upper area also includes the following options:
Bundle Actions
| Option | Description |
|---|---|
| Distribute Codes | Send single-use codes from the bundle to individuals. You can have Gallup Access do this, or export the codes and send them yourself. |
| Transfer Codes | Move some of the codes from the bundle to another bundle. You can only transfer access codes to a non-archived bundle of the same code type that you have access to. |
| Deactivate Code | Prevent individuals from redeeming the bundle's multi-use code. This is useful to prevent unauthorized use or stop individuals who have redeemed it from doing so again. Note: You must transfer the available code uses to a non-archived bundle that you have access to. |
| Reactivate Code | Allow individuals to redeem the bundle's multi-use code by transferring codes (i.e., uses) to it from a non-archived bundle that you have access to with the same code type. |
| Edit Bundle | Change the bundle's name and description. For a bundle with multi-use codes, you can also change whether Gallup will notify you when the bundle's code uses decrease to a specific amount. |
| Edit Bundle Owner | Modify who in your organization has access to view and manage the bundle. |
| Add to Favorites | Mark the bundle as a favorite for quick access to it. |
| Remove From Favorites | Clear the bundle as a favorite. |
| Archive Bundle | Store and hide the bundle from view. You can still access and restore an archived bundle if necessary. Note: For a bundle with available codes, you must transfer the codes to a non-archived bundle that you have access to. |
The lower area of the page includes the following tabs:
Bundle Tabs
| Tab | Description |
|---|---|
| Distributed Codes | Displays details about access codes you have distributed from the bundle. |
| Individuals | Displays details about individuals who have redeemed an access code from the bundle. |
| Uploaded Files | Lists any CSV files you have uploaded to Gallup Access to distribute access codes from the bundle. Click a file's View Details button to view more information, including the email addresses and IDs of the individuals included in the file and whether they have redeemed an access code. |
| Retracted Codes | Displays details about any access codes you distributed from the bundle that you retracted before the recipients redeemed them. |
| Bundle History | Tracks the changes you have made to the bundle. |
Distributed Codes
The Distributed Codes tab on the Bundle Details page displays details about access codes you distributed from the bundle. Use the Distribution Method and Status options to filter the information the tab displays. You can also use the Search field to find a specific individual, email address, or access code.
The information on this tab consists of the following columns:
Information
| Option | Description |
|---|---|
| Name | The name and email address of the individual the code was distributed to |
| Access Code | The code distributed to the individual |
| Distribution | How the code was distributed: |
| You provided the individual's email address and ID, and Gallup Access emailed the code | |
| → Hard Copy | You exported the access code and distributed it yourself |
| → Direct Apply | You selected the individual's account and Gallup Access applied the code directly |
| Distributed On | The date the code was distributed |
| Status | The redemption status of the code: |
| → Pending | The individual has not redeemed the code |
| → In Progress (CS only) | The individual has redeemed the code but has not completed the assessment |
| → Completed | The individual has redeemed the code (and completed the assessment, for CS codes) |
| → Transferred | The individual redeemed the code but transferred their CliftonStrengths from a past assessment without receiving new products or features. The code use is returned to your account for redistribution. Note: only applies if the individual received no new CS information or products when transferring |
| Completed On | The date the individual completed the assessment |
Actions
| Button | Description |
|---|---|
| Send Reminders | Gallup Access emails reminders to selected individuals to complete the assessment. Not available if any selected individual has a Completed status or no email address |
| Retract Codes | Returns codes to the bundle's available codes, preventing selected individuals from using them. Not available if any selected individual has a Completed status |
| Export Selected | Exports the selected information to a CSV file, emailed to you |