Emails

About The EMAILS Tab

On this tab, you manage your Auto Emails: Create, edit, and delete emails Establish delivery dates, and re-send emails or force them out immediately Send test emails to yourself and…

Auto Emails are automated email notifications that inform Responders and Subjects about 360-degree feedback projects. They provide a link to the specific URL at which Subjects and Responders can perform…

What kinds of Auto Emails can I send?

Subject emails should be used only when you wish to communicate solely with the Subjects. Responder emails are sent to all Responders, including the Self/Subject. List Of Email Types Subject…

What are the components of an Auto Email?

Each Auto Email has four sections: Subject line of your email Edit the default subject line to catch the reader's attention. The top part of your email The top section…

What are PID and URL?

PID means Personal ID that is assigned automatically. Here is the format of a PID: abc-123456-78-wxyz URL is the address used to access the Responder page or the Subject portal.…

Generating an Auto Email

On the EMAILS tab, click 'Add New" on the grid, then select the appropriate email type. You may edit the email Subject line to provide a subject line that invites…

Why must every Auto Email be edited?

Sample text is provided for new emails, with some information missing. We include placeholders for text that must be customized, in square brackets and capital letters. Replace this text with…

Why do I enter my email return address?

Here's why you enter your Return Address on the PROJECT tab. You will receive notice, at that address, of whether the Auto Emails were sent successfully. Unless you have chosen…

Why not name specific Subjects in email body text?

The body text remains the same for all Subjects and Responders. What you write will appear exactly as is for everyone. Therefore, for projects assessing multiple Subjects, it’s not recommended…

How do I pre-test my Auto Emails?

Testing allows you and others to quality-check your emails once they are set up. On the EMAILS tab, click beside the email to select it. From the "More Actions" dropdown…

What if I need to add new Subjects or Responders?

If you need to add new Subjects or Responders after the initial Responder Catalyst has been sent, follow these steps: Follow the instructions on the PEOPLE tab to add the…

How do I add new email addresses, or correct addresses?

Add new Responders or correct email address errors on the PEOPLE tab. If new people have been added or addresses corrected after the project launch date, re-schedule your original Catalyst…

How do I re-send Auto Emails?

The "Re-send emails" feature was designed for the purpose of re-sending an email to those who misplaced/deleted it, as well as to new or updated addresses, or when the original…

How do I deliver an email immediately?

On the EMAILS tab, click next to the email you wish to re-send to select it. Then, from the "More Actions" dropdown on the grid, choose "Re-send emails". On the next…

What if a Responder has to evaluate several Subjects?

If a Responder is invited to assess multiple Subjects, he/she will be assigned a separate PID for each Subject. The Responder will not receive multiple emails. Instead, all the PIDs…

How do I avoid problems with Auto Emails?

Some Possible Issues: Careless Reading Sometimes, people may not read their emails carefully, accidentally deleting them and then assuming they never received them. Solution: You can easily re-send an email,…

Information for your IT

Spam is a constant source of irritation on the Internet, and some organizations take aggressive measures to protect themselves from it. Our Auto Emails are mass mailings. It is hard…

About The EMAILS Tab

What Are Auto Emails?

What kinds of Auto Emails can I send?

What are the components of an Auto Email?

What are PID and URL?

Generating an Auto Email

Why must every Auto Email be edited?

Why do I enter my email return address?

Why not name specific Subjects in email body text?

How do I pre-test my Auto Emails?

What if I need to add new Subjects or Responders?

How do I add new email addresses, or correct addresses?

How do I re-send Auto Emails?

How do I deliver an email immediately?

What if a Responder has to evaluate several Subjects?

How do I avoid problems with Auto Emails?

Information for your IT

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