TOPICS
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
- Click the Assessments tab.
- 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.
- Select Send Reminders to Selected from the I would like to… drop-down menu.
The Email Reminder text appears.
- 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.
- When you are satisfied with your email, click Send Reminder Now.
- 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
- Click the Assessments tab.
- 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.
- Click Next.
The text for the reminder email appears.
- 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.
- Click Send Reminders Now.
- 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.
- Locate the participant’s listing on the Manage page.
- Click the participant’s name.
The Participant Details page appears.
- Look at the date displayed beside Last Reminder. If no date is displayed, that means that no reminder was ever sent.