Emails Overview

The Emails & Notifications section is where you manage communication with participants throughout your 360-degree feedback project.

This includes sending invitations, reminders, and tracking email activity.

Why Emails Matter

Emails are a key part of the feedback process.

They are used to:

• Invite participants to complete the questionnaire
• Remind responders to submit their feedback
• Keep the project moving toward completion

Clear and timely communication helps improve response rates and overall project success.

What You Can Do in This Section

Within the Emails & Notifications section, you can:

• Configure and send invitation emails
• Set up and manage reminders
• Customize email content
• Monitor email delivery and engagement

This allows you to manage all participant communication from one place.

How Emails Fit Into Your Workflow

Emails are typically used after participants have been added.

A common sequence is:

1. Add participants and assign relationships
2. Review email settings and content
3. Send invitations
4. Monitor responses
5. Send reminders as needed

Effective email management helps keep your project on track.

Types of Emails

Panoramic Feedback uses automatic emails to manage communication with participants throughout your project.

Each email type serves a specific purpose at different stages of the feedback process.

Subject Emails

Subject emails are sent only to subjects (those receiving feedback).

These may include:

• Subject Catalyst
  Sent before the feedback process begins. It invites subjects to enter their responders and provides access to the Subject Portal.
• Subject Reminder
  Sent to subjects who have not entered enough responders.
• Subject Address Correction
  Sent when responder email addresses entered by a subject are incorrect, allowing them to update the information.

Responder Emails

Responder emails are sent to responders (including the subject if self-assessment is included).

These include:

• Responder Pre-Announcement
  An optional email sent in advance to notify responders about an upcoming feedback project. This email does not include access details.
• Responder Catalyst
  The main invitation email. Sent on the project start date, it includes each responder’s unique access link and instructions.
• Responder Reminder
  Sent to responders who have not yet completed their feedback. Multiple reminders can be scheduled.

Report Emails

• Automatic Report
  Generates and sends reports to subjects automatically on a scheduled date. This requires a report design to be configured in advance.

How These Emails Work Together

A typical sequence looks like:

1. (Optional) Responder Pre-Announcement
2. Responder Catalyst (invitation)
3. Responder Reminder(s)
4. (Optional) Automatic Report

Understanding this sequence helps you plan and manage your project communication effectively.

Tips for Managing Emails

• Review email content before sending invitations
• Use clear and professional language
• Send reminders at appropriate intervals
• Monitor response rates and adjust your approach if needed

Related Pages

• Sending Invitations
• Sending Reminders
• Customizing Email Content
• Monitoring Email Performance