KD_Spreadsheet
for Creating
Group Accounts

Download our special spreadsheet and then enter the requested information for every participant in your group

Please double-check to make sure that all the email addresses listed on your KD_Spreadsheet are 100% accurate; otherwise, one or more participants won’t receive our account email when we import your spreadsheet.

Basic Instructions

After you complete a group purchase, download the required spreadsheet by clicking on the long oblong button that’s directly above this section: DOWNLOAD KD_SPREADSHEET.

On that KD_Spreadsheet.xls file, enter the four columns of information for every client or group member: First Name, Last Name, Email Address, and Company Name. If you purchased an online product for someone else, then complete the KD_Spreadsheet for just that one other person.

Please do not change our KD_Spreadsheet in any way—other than to accurately enter the requested information for every group member or client, one row after another, on a single sheet. Thus, do not change or add more headings or columns, or create any additional “Sheets” on that same Excel file. And please don’t leave any empty rows between your group members.

Either leave the name of the file as is, or, if you wish to rename it, please use our convention: KD_Spreadsheet Company Name 5.31.2019.xls (whatever Company Name is entered in Column D on your spreadsheet and the Month.Day.Year, in digits, when you send us your completed spreadsheet).

Before you send us your completed spreadsheet, please double-check the accuracy of every email address: Incorrect email addresses will set in motion a lot of wasted time and effort, as group members diligently attempt to find in their inbox or junk folder what is, in fact, lost in cyberspace.

 

Email your carefully completed KD_Spreadsheet to:

groups@kilmanndiagnostics.com

Additional Instructions

Once you have reviewed and thus understand our BASIC INSTRUCTIONS in the left column, click on the relevant title in this column, so you can make good use of our ADDITIONAL INSTRUCTIONS: (1) if you purchased the TKI assessment; or (2) if you purchased another product.

Next, you can learn how we manage your Group Account. Lastly, we remind you of the Copyright Agreement that you endorsed when you first logged into our website, regarding the exclusive use of the private accounts on both our website and on the publisher’s Elevate website.

(1) IF YOU PURCHASED THE TKI ASSESSMENT

If you purchased 1 TKI per person for a number of clients or group members, submit a completed KD_Spreadsheet for those persons, as per our BASIC INSTRUCTIONS. If you purchased 2 TKIs per person, submit a single KD_Spreadsheet, using one row per person. In the latter case, we will assign 2 TKIs to everyone who is listed on your spreadsheet. However, if you purchased 1 TKI per person for some people and 2 TKIs per person for others, submit two separate KD_Spreadsheets—each spreadsheet for a different type of TKI purchase. If you purchased either TKI product for only one other person, then complete a spreadsheet for just that one person.

After we receive your completed spreadsheet, unless you tell us otherwise, we’ll import your spreadsheet within a few hours, which will automatically send your participant(s) an account email that will arrive from no-reply@themyersbriggs.net with the subject line: Your TKI Assessment from Kilmann Diagnostics (in the case of 1 TKI per person) or… Take Your FIRST Assessment from Kilmann Diagnostics and then followed by Take Your SECOND Assessment from Kilmann Diagnostics (in the case of 2 TKI per person).

These emails that are automatically sent to your participants when we import your spreadsheet include a unique link to register their account information on the TKI publisher’s Elevate website, take 1 or 2 TKIs (depending on what you purchased for each person on your spreadsheet), and then, once they have completed their assessment(s), they can download their personalized TKI Report(s).

To play it safe, however, we’ll also provide you with your account’s private link that, if necessary, you can email to any of your clients if they notify you that they haven’t received their account email from the publisher’s website. Nevertheless, If you want to be absolutely sure that your clients will receive their automated account email from the TKI publisher, please ask the relevant IT department(s) to whitelist Elevate’s IP address: 168.245.48.216. 

(2) IF YOU PURCHASED ANOTHER PRODUCT

After we receive your completed spreadsheet for an online course, a course collection, an online assessment (other than the TKI), or a downloadable book, unless you tell us otherwise, we will import your spreadsheet into our website in about 24 hours, which instantly sends an account email to your client(s) or group member(s). This account email will arrive from info@kilmanndiagnostics.com with the subject title: Your Online Products from Kilmann Diagnostics.

This account email to your participants includes their username (email address) and, if they never had an account with us before,  a computer-generated password—so they can log into their private account on our website and access the purchased item(s) on the top-right column of their DASHBOARD: My Online Courses, My Online Assessments, and/or My Downloadable Books.

This 24-hour waiting period is intended to allow enough time for your participants to add “info@kilmanndiagnostics.com” to their email contacts or address book, so our account email will arrive in their inbox—and not in a spam or junk folder (or be blocked from their mail server altogether). In case your participants do not know how to “whitelist” our info@ email address, please assist them.

In case you are using very sensitive, firewall-protected email addresses for the participants on your spreadsheet (which might be the case for military organizations, government agencies, and financial institutions), to play it safe, you might what to ask the relevant IT department to whitelist our IP address: 35.224.222.39. Whitelisting this IP address will ensure that your participants will receive their emails from Kilmann Diagnostics.

In spite of these firewall precautions and preventive measures, please let us know if you’d like us to import your spreadsheet as soon as possible. We will then import your spreadsheet (well before the usual 24-hour waiting period), so your group members will receive their emails from Kilmann Diagnostics in a short time.

MANAGING YOUR GROUP ACCOUNT

For most group purchases, the number of persons listed on the spreadsheet will equal the quantity that you just purchased. However, if you purchased a larger quantity of an online product than the people listed on your spreadsheet (for the purpose of taking advantage of our quantity discounts), we’ll credit your group account with those extra TKIs or other online products, which we refer to as, “open slots.”

Those “open slots” in your group account can be assigned to participants any time within one year of the purchase date. But you’ll need to submit another (entirely new) KD_Spreadsheet when you know the participants who’ll be making use of those open slots in your account, which then initiates the expiration period for that online product: 90 days for an online assessment or an online course, 6 months for The TKI Package, and 1 year for The Complete Program.

If you need to send us another spreadsheet with additional group members or clients (or to correct previous email addresses that were in error), please don’t repeat the same information you have already sent us: Only send us new information for those select participants on brand-new KD_Spreadsheet (since previously used spreadsheets carry invisible information that can result in system errors). Thus, do not enter additional participants—let alone create an additional sheet—on a previously used spreadsheet.

If you follow these instructions (and all our BASIC and ADDITIONAL INSTRUCTIONS), we’ll be able to import your spreadsheet(s) into our website (or the TKI publisher’s Elevate website) without any mishaps or unnecessary delays.

HONORING YOUR COPYRIGHT AGREEMENT

In accordance with our Copyright, Use, and Hold-Harmless Agreement, which you endorsed when you first created an account on our website (and which you must endorse every time you make a purchase), the one or more names on your completed KD_Spreadsheet are the only persons who are authorized to use our online products from their private username account on our website and on the TKI publisher’s website: Elevate.

Questions about our instructions and procedures?