OVERVIEW
This article details instructions about how to send reminder emails in Lighthouse.
INSTRUCTIONS
1. Log in to your Lighthouse instance.
2. In the top menu bar, select ‘Manage’.
3. Then locate the required survey from the menu i.e. ‘General Surveys’, ‘Assurance Surveys’ or ‘Compliance Surveys’.
4. Select the desired survey from the list of surveys that appear.
CUSTOMISING SURVEY NOTIFICATIONS
1. Once you’re inside the survey ‘Design‘ tab, click on the ‘Notifications‘ tab.
2. Click the pencil icon to edit the templated email notification/s (as required).
3. Click the pencil icon button to edit the notification text.
- Note: You can refer to our ‘Notifications’ User Guides for further information about configuring notification templates.
4. Once you have made the required changes, press the ‘Save‘ button.
SENDING SURVEY EMAILS
1. Click on the ‘Participants‘ tab
2. Select the participant/s you would like to issue a notification email to. You can do this one of two ways:
- Option 1 – Under the ‘Select‘ menu, you can select users by the status of their survey response (e.g. ‘Not Submitted’, ‘All’, ‘Not Started’).
- Option 2 – you can manually select users by checking the box next to their names.
2. Once you have selected the required users, go to the ‘Action‘ menu and select ‘Send Invitation’ or ‘Send Reminder’ to send the required pre-templated notification emails
3. If you would like to configure your own customised email, select the ‘Send Email’ button and configure your email.
- Note: You can refer to our ‘Notifications’ User Guides for further information about configuring notification templates.
4. The email will then be sent to the selected participant/s inbox.
