Conversation Notifications

Contents

Overview

Notifications can be triggered for various conversation events as determined by selections made during the conversation template configuration process. These are different from system notifications in the sense that conversation notifications are determined by the various options selected in each conversation template.

  • If system notifications are disabled, conversation notifications will not be sent.
  • Most notifications for scheduled conversation cycles are sent between 8am - 9am of your organization’s time zone. You can find your organization's time zone by going to:

    Admin → Platform Configuration → Operational Settings → Time Zone

Anytime Conversations

Received By Managers and/or Direct Reports

Conversation Created:

anytime_conversation_created.png

Conversation Shared:

anytime_conversation_shared.png

Scheduled Conversations

Received By Managers and/or Direct Reports

Conversation Cycle Start:

conversation_start.png

Note: This notification will go out a day before the conversation start date. 

Mid-cycle reminder:

mid-cycle_reminder.jpeg

Manager Change (Taking Ownership):

manager_change__taking_ownership_.png

Note: For information on changing the conversation owner (i.e. changing the manager participant), see this article.

Conversation Shared: 

conversation_shared__manager_.jpeg

Conversation Due:

conversation_due.jpeg

Overdue Reminder:

conversation_overdue.png

Confidential Questions Available:

confidential_questions_available.jpeg

Confidential Questions Due:

confidential_questions_due.jpeg

Request to Edit:

(Single)

request_to_edit__single_.jpeg

(Multiple)

request_to_edit__multiple_.png

Note: Request to edit notifications can be disabled in system notifications.

Conversation Unlocked:

conversation_unlocked.jpeg

Received By Additional Contributors Only

Additional Contributor Added:

additional_contributor_added.jpeg

Received By Managers Only

Additional Contributor Shared:

additional_contributor_shared.jpeg

Ad-Hoc Reminders (Program Emails)

Super Admins can trigger reminders during the conversation cycle by going to:

Admin → Notifications → Program Emails → Conversations

ad-hoc_reminders.png

The options are:

  • Has started writing responses but hasn't shared
  • Hasn't started writing responses yet

Note: Managers will receive a notification for each direct report they have who is part of the email group (i.e. if Jane Doe has 3 direct reports who have started writing responses but haven't shared, she will receive 3 notifications).