What Your Invitation Emails Will Look Like

Curious as to what your users' invitation emails are going to look like when you launch your organization's account or add a new user to your existing account? You are in luck! Here are all of the invitation emails that can be sent out to your users.

  1. If you have Engage:
    1. And add a user to Onboard
    2. And add a user to Engage when a Pulse Survey is open
    3. And add a user to Engage when a Flexible Survey is open
    4. And add a user to Engage when no survey is open
    5. And a new Survey launches
    6. And update a user to be a Super Admin in your account before you launch
  2. If you have Cheers Only:
  3. If you have Coach:
    1. And first add a user to Coach
    2. And update a user to be a Manager with direct reports

1. Engage

Please note: the following examples are only being shown for accounts that have one, anonymous survey open.

a. When you add a user to Onboard

b. When you add a user to Engage with a Pulse Survey

c. When you add a user to Engage with a Flexible Survey

d. When you add a user to Engage with no survey

e. When there is a new survey that launches



f. When you update a user to be a Super Admin before your account has launched

2. Cheers Only

3. Coach

a. When you first add a user to Coach

b. When you update a user to be a Manager in Coach

 





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