The Spreadsheet for Creating Group Accounts

BASIC INSTRUCTIONS

After you complete a group purchase, download the Excel file at the bottom of this page.

On that KD_Spreadsheet.xls file, enter the four columns of information for every client or group member: First Name, Last Name, E-Mail Address, Company Name. In case you purchased an online product for another person, complete the spreadsheet for just that one 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 add comments or notes in any of the cells, or add borders or color to the spreadsheet, and definitely do not create any additional "Sheets" on that same Excel file. It will also help if you don't leave empty rows between any of your group members.

Either leave the name of the file as is, KD_Spreadsheet.xls, or, if you wish to rename it, please use our file-naming convention: KD_Spreadsheet.CompanyName.1.22.2017.xls (whatever Company Name is entered in Column D on your spreadsheet and the date when you send us your completed spreadsheet).

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

E-mail your carefully completed KD_Spreadsheet.xls to groups@kilmanndiagnostics.com.

 

PLEASE NOTE: If you purchased the TKI, see: (1A) ADDITIONAL INSTRUCTIONS. If you purchased an online course, a course collection, or another online assessment (other than the TKI assessment), see: (1B) ADDITIONAL INSTRUCTIONS. Also, please review the remaining two sections on (2) Managing Your Group Account and (3) Honoring the Privacy of All Our Username Accounts.

 

(1A) ADDITIONAL INSTRUCTIONS...IF YOU PURCHASED THE TKI ASSESSMENT

Whether you purchased the typical 1 TKI for each person on your spreadsheet or if you purchased 2 TKIs per person (to take full advantage of the deeper knowledge that is gained from having each person take a separate TKI for INSIDE and OUTSIDE his group), you only need to submit one KD_Spreadsheet. NOTE: If you purchased 1 TKI per person, our system allows each group member to take 1 (and only 1) TKI. But if you purchased 2 TKI per person, there will be 2 TKIs assigned to every group member's private account.

After we receive your completed spreadsheet, unless you tell us otherwise, we’ll import your spreadsheet within a few hours and, thereby, automatically send an email to your client(s) or group member(s), which will arrive from noreply@cpp.com with the title: Your TKI Assessment from Kilmann Diagnostics. This email to your clients or group members includes a 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 download their personalized TKI Report(s).

To play it safe, however, we will also provide you with a private access code that you can directly send to your clients, so they can immediately proceed with the TKI process—even if they never receive their account email from the Elevate 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. 

 

(1B) ADDITIONAL INSTRUCTIONS...IF YOU PURCHASED ANOTHER ONLINE PRODUCT

After we receive your completed spreadsheet for an online course, a course collection, or another online assessment (other than the TKI assessment), unless you tell us otherwise, we will import your spreadsheet into our website in about 24 hours and, thereby, automatically send an account email to your client(s) or group member(s), which will arrive from info@kilmanndiagnostics.com with the title: Your New Account at Kilmann Diagnostics. This email to your clients or group members includes their username and password so they can log into their private account on our website and find the purchased item(s) in their username panel (on the top left of our website): "My Online Courses" or "My Online Assessments."

This 24-hour waiting period is intended to allow enough time for you to urge 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.

Because we now live in an age of frequent computer hacking and cyber wars, companies have been adding extra security filters to their firewalls, which can make it more difficult for any automated account e-mails to reach participants in organizations—especially for military organizations, government agencies, universities that have government contracts, and financial institutions. If you are using company e-mail addresses on your spreadsheet for your clients, please ask the relevant IT department to whitelist our IP address: 104.131.91.90. Whitelisting this IP address will ensure that your participants will receive their e-mails from Kilmann Diagnostics. 

If it’s not clear that a company-wide whitelisting will be effective (due to especially protective firewalls), however, here is another option: Ask each participant to provide you with his/her personal e-mail address (@yahoo.com, @gmail.com, @hotmail.com, etc.) and enter those personal e-mail addresses on your KD_Spreadsheet. But still urge each participant to add info@kilmanndiagnostics.com to his/her contact list or address book.

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 e-mails from Kilmann Diagnostics in a short time.


(2) 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, we'll credit your group account with those extra TKIs or other online products. These "open slots" in your account can be assigned to participants anytime 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 e-mail 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, we'll be able to import your spreadsheet(s) into our website or the Elevate website (whichever is relevant) without any mishaps or delays.
 

(3) HONORING THE PRIVACY OF ALL OUR USERNAME ACCOUNTS

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 Elevate website.

If you have any questions about these instructions and procedures, please Contact Us.

 

 

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KD_Spreadsheet.xls22.5 KB