TIP: This article does not apply to Onboard/Exit surveys. See Launch an Onboard/Exit survey.
When an attributed survey has launched, the system automatically sends reminder emails to people who are yet to submit their survey. The email text used in the Subject, Message, and Footer of the reminders can be edited using the Communications page. The colors, layout and formatting of the emails cannot be changed. You can control the logo used throughout your account, but not the size or location of the logo within the emails. The email comes from firstname.lastname@example.org, which you should ask your IT people to whitelist so that the emails are not treated as Spam.
First and final reminders
The date and time for the reminder emails can be configured on the Launch Plan page, once the Survey Invite section has been scheduled.
The date and time for the reminder emails can be changed at any time, and the text used in the emails can be changed at any time.
The first or final reminder email can be skipped if it's not required.
NOTE: Preview the reminder email text before sending reminders to ensure that it is correct. Remember to enter a communicated closure date for the survey, as this will be displayed in the survey email.
Scheduling reminder emails for future send
- click the Edit survey button for a specific survey on your Surveys page
- click the Launch Plan tab
- in the First Reminder or Final Reminder section, select a date using the calendar pop-up
- change the time for the email to be sent, if required
- click Schedule button
After sending your first or final reminders, you are able to send additional reminders by using the “Resend” function on the Launch Plan page.
Using this function will send whatever text is configured in the First or Final Reminder Communication to those that have not completed the survey.