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      System Generated Email Communication

      Set up email communication sent from the system to inform your participants about the survey. Customize with your logo and footer. Configuration for default setting and assessment-specific messages is explained.

      When an assessment is sent to its participants via email (this does not apply to anonymous participants), they  will receive a set of emails from the system throughout their experience taking the assessment. This starts with an Assignment email and ends with a Thank You email.
      System-generated emails must be configured before the assessment can be published.
      Publishing an assessment must occur prior to assigning the assessment to its participants.
      These emails can be created in default settings and applied to all assessments you create, or you can override the default settings in the assessment attributes and create unique communication for a specific assessment.

      See this article on  Assessment Attributes  for   how to set up system-generated email communication within an assessment.

      The purpose of each email is described below. Those marked with an asterisk are required to publish your survey.

      • Pre-Start:  Sent before the  Assign  email and can be used to notify the user that they will soon be assigned an assessment and what to expect. 
      • Assign: * Shares a unique username and password with the user. These credentials are used to log in and take the assessment.
      • Reminder: * Reminds the user to take the assessment if they have yet to start or complete the assessment. Reminders can be triggered manually from the Assessment  Progress Report ( Assessment Management > View Assessments > Action >  Progress Report),  or be set up to send automatically when the assessment is scheduled.
      • Thank You: * Sent after the user completes the assessment.
      • Email Footer:  Set up an email footer that will populate on all the above emails.
      1. If you are a Master Admin and manage multiple companies, choose the applicable company from the dropdown. (Figure 1.1) If you are on the Free, Individual, or Standard plans, multiple companies are not an option. 
      2. A green check means the email has been configured.
      3. Accordion arrows reveal the compose box and text editor for the corresponding email.
      4. Pre-Start email in the compose mode. (Figure 1.2)
      5. Email subject line.
      6. Email content and text editor.
      7. Search Resources for related email templates and add them to your subject line and content.
      8. Click the Save button to save your work.
       
      Figure 1.2