Send reminders

How to send reminders to a participant

Participants with a status of pending have been invited to take the assessment but have not yet completed it.

There are two ways to send reminders. You can send a reminder to specific participants, or you can send a reminder to all pending participants.

To send an email reminder to specific participants

  1. Click the Assessments tab.
  2. Select the check box to the left of the participants that you want to send a reminder to. The participants should have a status of Pending.
  3. Select Send Reminders to Selected from the I would like to… drop-down menu.

    The Email Reminder text appears.

  4. Make any required changes to the email by typing directly in the text box. Do not delete the <Link> variable. If you do, the participant might not receive a link to take the assessment.

    If you wish to enter any variable fields into your email, click the Select a Field to Insert drop-down menu and select the appropriate variable from the list.

  5. When you are satisfied with your email, click Send Reminder Now.
  6. A pop-up message confirms that the reminder was sent. Click Done to close the message.

After you send the participant a reminder, the date the reminder was sent will appear on the Participant Details page.

To send an email reminder to all pending participants

  1. Click the Assessments tab.
  2. Select Send Reminders to All Pending from the I would like to… drop-down menu.

    The Email Reminder dialog box appears.

    By default, the pending participants from All Folders will be included. If you want to send a reminder to only those from a specific folder, select the folder from the folder drop-down menu.

  3. Click Next.

    The text for the reminder email appears.

  4. Make any required changes to the email by typing directly in the text box. Do not delete the <Link> variable. If you do, the participant might not receive a link to take the assessment.

    If you want to enter any variable fields into your email, click the Select a Field to Insert drop-down menu and select the appropriate variable from the list.

  5. Click Send Reminders Now.
  6. A dialog box confirms that the reminders were sent. Click Done to close the message.

After you send the participant a reminder, the date the reminder was sent will appear on the Participant Details page.

When you send a participant a reminder to complete the assessment, the date the reminder was sent will appear on the Participant details page. To view this date:
  1.  Locate the participant’s listing on the Manage page.
  2.  Click the participant’s name.

    The Participant Details page appears.

  3.  Look at the date displayed beside Last Reminder. If no date is displayed, that means that no reminder was ever sent.