Configure account-level email settings in Employee Surveys

Who can configure email settings in Employee Surveys?

Only Employee Surveys administrators can change account-level email settings. Managers and users cannot access these settings.

How do I configure result emails in Employee Surveys

Employee Surveys administrators can control whether results emails are sent and which users receive them.

Results emails are sent on Monday mornings when survey results become available in the Employee Surveys app and dashboard. These emails encourage recipients to review their results and start working with the reports.

By default, results emails are enabled for administrators and managers.

To configure results emails:

1.     Go to Employee Surveys > Account > then select the Email settings tab.

2.     Find Results emails and turn the setting on or off.

3.     Under Results email recipients, select one or more recipient groups:

• Admins: Receive results for Everyone, groups they own, groups they are direct members of, and the target group, according to the visibility settings selected when the pulse was scheduled.
• Managers: Receive results for groups they own, groups they are direct members of, and the target group, according to the visibility settings selected when the pulse was scheduled.
• All users: Receive results for groups they are direct members of and the target group, according to the visibility settings selected when the pulse was scheduled.

4.     Select Save at the bottom of the page.

Important: Results email delivery and content depend on the recipient's role, group access, and the results visibility settings selected when the pulse was scheduled. Enabling results emails does not guarantee that every selected recipient will receive results. 

How do I customize the email subject for new questions in Employee Surveys?

Employee Surveys administrators can customize the subject line of emails sent when new survey questions open.

By default, Employee Surveys randomly selects one of these four subject lines:

• Knock, knock! You have new questions from {{companyname}}

• You have new questions from {{companyname}}

• {{companyname}} has new questions for you

• There are new questions from {{companyname}}

To customize the email subject:

1. Go to Employee Surveys > Account > then select the Email settings tab.
2. Find Custom email subject for new questions.
3. Turn the setting on to enter your custom subject line in the text box. The maximum length is 800 characters, but we recommend keeping it short.
4. To use the standard subject lines instead, turn the setting off. 
5. Select Save at the bottom of the page. 

Note: This setting only applies to emails sent when new questions open. Reminder emails sent on Fridays at 12:00 to employees with unanswered questions cannot be customized.

How do I customize push notifications for new questions in Employee Surveys?

Employee Surveys administrators can customize the text displayed in mobile app push notifications when new survey questions open.

By default, Employee Surveys randomly selects one of these four notification texts:

• Knock, knock! You have new questions from {{companyname}}

• You have new questions from {{companyname}}

• {{companyname}} has new questions for you

• There are new questions from {{companyname}}

To customize push notifications:

1. Go to Employee Surveys > Account > then select the Email settings tab.

2. Find Custom push notification for new questions.

3. Turn the setting on and enter your custom notification text. You can use the same text as your customized email subject.

4. To use the standard notification texts instead, turn the setting off.

5. Select Save at the bottom of the page.
   
   

Note: This setting only applies to push notifications sent when new questions open. Reminder notifications sent on Fridays at 12:00 to employees with unanswered questions cannot be customized.

How do I automatically send welcome emails to users added through an integration?

1. Go to Employee Surveys > Account > then select the Email settings tab.
2. Find Send welcome email to users added via an integration.
3. Turn the setting on to send welcome emails automatically, or turn it off to prevent automatic welcome emails.
4. Select Save at the bottom of the page.

Note: The user profile is the only place where you can preview the Employee Surveys welcome email. This also applies when automatic welcome emails are enabled. Go to Employee Surveys > People > Users, open a user profile, and select the magnifying glass icon next to Send welcome email (preferred language) to preview the email.

Important: The Employee Surveys welcome email cannot be edited.

How do I change the default email notification settings for new users in Employee Surveys?

Employee Surveys administrators can control whether new users receive email notifications about new survey questions before they start using the mobile app.

To configure the default email notification settings for new users:

1. Go to Employee Surveys > Account > Company settings tab.

2. Find Default settings new users.

3. Choose whether new users should receive email notifications when new survey questions are scheduled.

4. Save your changes.

Note: This setting applies to newly added users who have not yet started using the Employee Surveys mobile app. It controls whether they receive email notifications about new questions before they start using the app.