Survey Email Notifications

In this article:

Overview

The email notifications that your employees will receive as part of a survey are detailed below. For the invitation email and all reminder emails, Admins can customize the body of the email as part of the survey setup.  Employees only receive the reminder email if they have not completed the survey by the date that the reminder email is sent.

Invitation Email

Employees will receive an Invitation email when the cycle launches, and you can also resend invitations to any survey taker while the survey is open.  If you do not add a custom message to the body of your Invitation Email, this email will include our default language that the survey is now open and display the deadline for completing it. The email closes with the employee's unique link to take the survey.

Survey Invitation default message


If you added a custom invitation message (via the Schedule section of the survey setup) the  text of that custom message will appear under the salutation, in lieu of the statement that the survey is now open.

Survey Invitation with custom Invitation Message

 

Reminder Emails

Employees who have not yet completed the survey will receive reminder emails on the date(s) that you have scheduled reminder emails to be sent. 

If you did not customize the text of your reminder email(s), but instead used the default "Reminder Message" language provided by our platform, the reminder emails will appear as below: 


Survey Invitation default message

 

If you added a custom reminder message, that message will appear in the body of the email instead of the default reminder message. 

Reminder email custom text faked-1

Survey Close Notification

The Admin user who created the survey will receive an email notification on the date that the survey has closed.

Survey closed notification-1

 

Analytics Access Notification

If an admin at your organization has enabled manager analytics for a survey and scheduled managers to receive access to the analytics on a particular date, any managers who had employees in their downline invited to take the survey will receive an email notification on that date. Managers with visibility into their downline results only will also receive an email notification.

The email notifications will communicate whether the minimum response threshold was met and subsequently if the analytics can be accessed or not to protect survey respondent confidentiality. 

Managers who receive access to results for attributed surveys or who had enough downline reports take the survey to view their team's results for a confidential survey will receive the following email notification:

Manager Analytics available (met min n(-1

 

Note: If your organization does not have an SSO, this email will include your username and a link to set up a password for your account.

Managers who did not get a sufficient number of responses to view results (Min-N), but who have visibility into data for their Downline only, will receive the following email notification:

Subject: Insufficient Team Responses for [Survey Name]

Body: [Survey Name] has closed. To protect the confidentiality of [Survey Name] respondents, your team needed [Min-N] participant responses to enable access to your team's analytics. Your team had, [x] responses. You will not be able to access your team's survey analytics. For future surveys, if possible encourage your team to submit their responses prior to the survey close date.

Managers who did not get a sufficient number of responses to view results (Min-N), but who have visibility into data for their Downline and Limited Overall, will receive the following email notification:

Subject: Insufficient Team Responses, Limited Overall Visibility for [Survey Name]

Body: [Survey Name] has closed. To protect the confidentiality of the survey respondents, your team needed [Min-N] participant responses to enable access to your team's survey analytics. Your team had [x] responses. You will not be able to access your team's survey analytics. For future surveys, if possible encourage your team to submit their responses prior to the survey close date. For this survey, you have been granted access to view, without filter and slice functionality, the aggregate survey responses for [Org Name]. Click below to access the online analytics for [Survey Name].

Managers who did not get a sufficient number of responses to view results (Min-N), but who have visibility into data for their Downline, Limited Upline and Overall will receive the following email notification:

Subject: Insufficient Team Responses, Limited Upline and Overall Visibility for [Survey Name]

Body: [Survey Name] has closed. To protect the confidentiality of the survey respondents, your team needed [Min-N] participant responses to enable access to your team's analytics. Your team had [x] responses. You will not be able to access your team's survey analytics. For future surveys, if possible encourage your team to submit their responses prior to the survey close date. For this survey, you have been granted access to view, without filter and slice functionality, the responses of leaders in your upline as well as the aggregate survey responses for [Org Name]. Click below to access the online analytics for [Survey Name].