Subject email notifications
|
|
Wording |
Trigger |
|---|---|---|
|
Review invitation - subjects |
Email subject {Review Name} - Self-Reflection
|
Subject launch date |
|
Review submission - subjects |
Email subject {Review Name} - Self-Reflection
|
Subject submits questionnaire |
|
Review reminder - subjects |
Email subject Reminder: {Review Name} - Self-Reflection
|
x days before due date at 10am |
|
Review cancellation - subjects |
Email subject {Review Name} - Self-Reflection
|
The following actions trigger this email if the subject hasn’t submitted their questionnaire:
|
|
Review reopened - subjects |
Email subject {Review Name} - Self-Reflection
|
Assessment is reopened |
|
Review sharing - subjects |
Email subject {Review Name} - Feedback
|
|
|
Review acknowledgement - subjects |
Email subject {Review Name} - Feedback
|
Same triggers as review results sharing if acknowledgement is required |
Manager email notifications
|
|
Manager |
Trigger |
|---|---|---|
|
Review invitation - managers |
Email subject {Review Name} - {Subject Full Name}
|
Manager launch date |
|
Review submission - managers |
Email subject {Review Name} - {Subject Full Name}
|
Manager submits questionnaire |
|
Review reminder - managers |
Email subject Reminder: {Review Name} - {Subject Full Name}
|
x days before due date |
|
Review cancellation - managers |
Email subject {Review Name} - {Subject Full Name}
|
The following actions trigger this email if the subject hasn’t submitted their questionnaire:
|
|
Review reopened - managers |
Email subject {Review Name} - {Subject Full Name}
|
Assessment is reopened |
|
Review discussion - scheduled - managers |
Email subject {Review Name} - {Subject Full Name}
|
Discussion launch date (if manager sharing based on a schedule is enabled)
|
|
Review discussion - unscheduled - managers |
Email subject {Review Name} - {Subject Full Name}
|
|
How to customize emails sitewide
You can customize all of the emails listed above to suit your organization.
-
Click the gear icon on the top right of your screen.
-
Select General administration in the drop-down.
-
Click Communications under Account in the side menu.
-
Click the email you want to customize.
-
Make your changes and click Save.
How to customize invitation emails on a specific review
You can override the sitewide emails and customize the invitation email on a specific review.
-
Click Reviews in the top nav.
-
Click Manage reviews in the drop-down.
-
Find the review in the table.
-
Click the 3-dot icon beside the review.
-
Select Edit setup in the drop-down.
-
Click Review in the sidebar.
-
Click Review and edit under Communications.
-
Click Edit email under the email you want to customize.
-
Make your changes and click Exit (edits are live-saved).