Inviting Eligible Participants

Once you submit your eligible participants and announce your collaboration with Gradifi, you have the option to start inviting eligible participants to begin engaging with the benefit. 

Email Invitation 

Your account may require you to send invite emails to eligible participants.

Before you begin sending email invitations, make sure to:

  • Whitelist and two IP addresses ( and so that email invitations are not blocked by internal IT firewalls.

When you are ready, go to your “Dashboard.”


Click the Activate Program & Send Invitations button to distribute the emails. 


Email invitations should not be forwarded. Each email contains a unique link for each eligible participant to complete the registration process.

Registration Link (for Student Loan PayDown and College SaveUp) 

Your account may require you to provide a unique registration URL to your eligible employees.

  • The URL will need to be set up and activated by our Employer Support Team.
  • Once activated, eligible participants can access the link to register.
  • In order to validate their eligibility details, participants must enter their first name, last name, and external identification (e.g., employee ID number) on the URL's landing page.
  • If the entered details match the eligibility file, the participant will be guided to the “Member Registration” page to complete the registration process. 


After initiating invitations, you may return to “Programs” and “Program Details” to send reminders to eligible participants who have yet to register.  

Viewing Eligible Participants Activity

After invitations are sent to eligible participants, your "Dashboard" will provide graphics that show a summary level of employee participation and engagement within the program(s) you're using. 

You will be able to see the number of employees who have:

  • Enrolled
  • Registered without adding accounts
  • Not yet registered
  • Applied for a refinancing loan
  • Successfully refinanced

You will also see the contribution details for each program.

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