Bundle Details

The Bundle Details page has all of the information about a specific code bundle.

Bundle Details page

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.

The upper area also includes the following options:

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.

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.

The lower area of the page includes the following tabs:

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.

Distributed Codes tab

The information on this tab consists of the following columns:

Name
The name and email address of the individual who you distributed the code to.

Access Code
The code you distributed to the individual.

Distribution
How you distributed the code:

Email
You provided the individual’s email address and ID, and Gallup Access emailed the code to the individual.

Hard Copy
You exported the access code and distributed it to the individual yourself.

Direct Apply
You selected the individual’s account, and Gallup Access applied the code to it.

Distributed On
The date you distributed the code.

Status
The redemption status of the code:

Pending
The individual has not redeemed the code.

In Progress
(CliftonStrengths code only) The individual has redeemed the code but has not completed the assessment.

Completed
The individual has redeemed the code. For a CliftonStrengths code, the individual has also completed the assessment.

Transferred
The individual redeemed the code but transferred their CliftonStrengths from a past assessment completion without getting new products or features. Gallup Access returned the code use to your account, allowing you to distribute it again.

Completed On
(CliftonStrengths code only) The date the individual completed the assessment.

By selecting the names of one or more individuals on the Distributed Codes tab, you can use the following buttons:

Send Reminders
(CliftonStrengths code only) Gallup Access emails reminders to the selected individuals, telling them to complete the assessment.

Retract Codes
Gallup Access returns the codes to the bundle’s available codes, preventing the selected individuals from using them.

Export Selected
Export the selected information to a CSV file, which Gallup Access emails to you.