Loading...
  • Customer Experience
    Customer Experience
  • Employee Experience
    Employee Experience
  • Brand Experience
    Brand Experience
  • Product Experience
    Product Experience
  • Core XM
    Core XM

Messages Options (EX)

What's on This Page:


Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!


Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About Messages Options

This section is only useful if you are using Action Plans in your dashboards. Simply turn the options on or off as desired.

Options

The Options section of the Messages tab

  • Send email to people when they are added as an owner of an action plan or task: When an individual is added as an owner of an action plan or task within a dashboard, the individual will be sent an automated notification email. You cannot edit the content of this message.
  • Send email to action plan owners when a comment is posted: When someone posts a comment on an action plan or task, the action plan owner will be sent an automated notification email.
  • Send email reminders for incomplete action plans: Action plan email reminders will be automatically sent at the specified time X number of days before an action plan is due. You will need to specify the number of days in advance, as well as the exact time of day the email should be sent.
    Attention: This option is not compatible with guided action planning. This message will only send if using the old action planning experience.
  • Send email reminders one day after the action plan is due: Action plan email reminders will be automatically sent one day after an action plan is due. You will need to specify the exact time of day the email should be sent.
    Attention: This option is not compatible with guided action planning. This message will only send if using the old action planning experience.