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 other stakeholders
About Auto Emails
Auto Emails are sent by the Panoramic Feedback server automatically, on dates you select, to your Responders' email addresses.
These emails provide Responders with essential information and instructions, including the URL for submitting their responses and the unique PID (Personal ID) that links each Responder to the questionnaire for a specific Subject.
Auto Emails may also be used to request Subjects to enter their own Responders (Enterprise Edition projects only).
You control the text of the Auto Emails, adapting the draft text provided when you set them up.
Every email must be reviewed and edited before sending. At a minimum, replace the placeholders in square brackets with the actual information, such as the response due date and your contact details.
There is only one set of Auto Emails per project -- meaning the same emails are sent to both Subjects and Responders. When assessing multiple individuals in a single project, avoid including names or references to specific Subjects in the email body.
Before you schedule the first email, please inform your IT department so they can "Allowlist" our emails, to ensure that they are not treated as spam by your system. Use the text provided in the "Information for your IT" section of this Guide.
