š§ Step 1: Access the Notification Scheduling
Go to the relevant campaign in the Evaluation Campaigns module.
Click on āEditā to open the campaign settings.
Scroll all the way down to the bottom of the page.
Click on āEdit notificationsā.
In the āNotifications and Remindersā panel, click on ā+ Schedule an emailā in the top right corner.
š Step 2: Create and Schedule a Reminder Email
Once you've clicked on ā+ Schedule an emailā, a window titled āNew Emailā will open. Fill in the following fields:
šļø 1. Email Subject
Optionally, choose an icon from the dropdown menu.
Set the email title, for example:
Reminder ā Complete your annual review.
šļø 2. Sending Date
Select a specific date when the message will be automatically sent to all defined recipients.
š„ 3. Recipients
Choose the target group: Managers, Employees, or any other role involved in the campaign.
āļø 4. Conditions
This field allows you to define a dynamic condition for sending (e.g. only if the review hasnāt been signed).
By default, this field is set to āNoā, meaning the email will be sent to all selected recipients, without any specific condition.
āļø 5. Email Content
Use the rich text editor to write your message:
Personalize the message (e.g. Hello [Name], you have X days left to complete your review...)
Insert a call-to-action link (default is the "Login" button)
Add your signature, logo, or other visuals if needed.
š Tip: Use dynamic variables if available in your instance (e.g. [First Name], [Review Deadline]).
ā 6. Add More Notifications
Once your email is ready, click ā+ Add notificationā to save it.
You can repeat this process to schedule several emails at different times (e.g. campaign launch, mid-campaign follow-up, final reminder).
ā±ļø Scheduling Recommendations
Notification Type | Suggested Date | Target Audience |
š¤ Launch Reminder | Day +1 | All participants |
ā° Mid-Campaign Follow-up | Day +7 or +10 | Employees / Managers |
šØ Final Reminder Before Close | Day -3 | Employees who havenāt completed |
ā ļø Unvalidated Objectives | Weekly | Managers |
āØ Writing Best Practices
Use a clear, positive, and engaging tone
Include a direct link to the action (review, goals, etc.)
Keep it concise and relevant to the audience
š Common Use Cases
ā
Remind employees who forgot to sign their review
šØ Alert managers about employees without validated objectives
š¢ Keep momentum going during Pulse or 360Ā° campaigns