Bundles

A code bundle is a group of purchased access codes of the same type (e.g., CliftonStrengths 34) and usage (e.g., single-use). It’s a way to organize codes for distribution and management, and is required by the Code Management product.

The Bundles page of Code Management lists your bundles. Use the information and options in this area to filter, review, manage and access your code bundles.

Bundles page

To filter the list of bundles, use the category tabs (e.g., CliftonStrengths), status options (Active, Archived, All) and the View Favorited option at the top of the page. You can also use the Code Type and Code Usage drop-down lists or the Search field to find specific bundles.

The Bundles page features the following columns:

Bundle Name
The name of the bundle. Click to view its information on the Bundle Details page.

Code Type
The type of codes in the bundle (e.g., CliftonStrengths 34).

Code Usage
The usage type of the codes in the bundle:

Single-Use
Multiple unique codes each with a single use.

Multi-Use
One code with multiple uses that a group of individuals can share.

Available
For single-use codes, this is the number of codes in the bundle available to distribute to individuals. For a bundle with a multi-use access code, this column shows the number of available uses for the code.

Pending
The number of unredeemed single-use codes you have sent to individuals.

In Progress
The number of redeemed single-use codes you have sent to individuals who have not completed the assessment.

Completed
For single-use codes, this is the  number of redeemed codes you have sent to individuals who have completed the assessment. For a bundle with a multi-use code, this column shows the number of times individuals have redeemed the code.

More Options

Click a bundle's More Options menu (⁝) to view the following options:

View Bundle
View all information about the bundle on the Bundle Details page.

Add to Favorites / Remove From Favorites
Mark the bundle as a favorite for quick access to it, or clear the bundle as a favorite.

Edit Bundle
Change the bundle's name, description and owner(s).

Create Team
Use the bundle's details to create a team in Gallup Access. Individuals who use the bundle's codes to complete the CliftonStrengths assessment appear as team members, and you can access and view the team's CliftonStrengths reports.

Archive
Store and hide from view old bundles or those you no longer use. (You can access archived bundles and restore them if necessary.)

More Options menu

Bundle 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 and the number of codes available for distribution. For bundles with a multi-use access code, this area includes the Invite URL and Access Code fields for you to distribute the code to individuals.

Bundle Details page

The lower area of the page includes the following tabs:

Distributed Codes
Displays details about access codes you have distributed from the bundle. Use the Code Status and Distribution (for single-use codes) drop-down lists to filter the information the tab displays. You can also use the Search field to find a specific individual, email address or access code.

Uploaded Files
Available for single-use access codes, this tab displays details about files you have used for distributing the bundle's codes.

Retracted Codes
Displays details about any access codes you distributed from the bundle that you retracted before the recipients redeemed them. Use the Search field to find a specific access code, email address or individual.

Bundle History
Tracks the changes made to the bundle, such as adding or transferring codes. Use the Search field to find specific changes or order IDs.

Click the More drop-down list in the upper-right corner to view the following options:

Edit Bundle
Change the bundle's name, description and owner(s).

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.

Create Team
Use the bundle's details to create a team in Gallup Access. Individuals who use the bundle's codes to complete the CliftonStrengths assessment appear as team members, and you can access and view the team's CliftonStrengths reports.

Add to Favorites / Remove From Favorites
Mark the bundle as a favorite for quick access to it, or 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.

Add Codes
Add codes to the bundle.

Remove Codes
Remove available codes from the bundle.

Transfer Codes
Move available codes to another bundle of the same code type.

More drop-down list