Contents
- Goal Calendar Events
- Social Notifications
- Comment Notifications
- Contributor Activity on Goals
- Activity on Followed Goals
- Miscellaneous
Goal Calendar Events
Calendar Invites
- Disable: Admin → Program Management → System notifications → Goal Calendar Events → Off
- Configuration: Admin → Program Management → System notifications → Goal Calendar Events
- Timeframe: Monday-Friday | 4:01 pm (organization's time zone)
- Recipient(s): Goal owner(s)
- Subject line: Would you like to add {Goal Name} to your calendar?
Goals that are Overdue
- Disable: Admin → Program Management → System notifications → Goal Calendar Events → Off
- Configuration: Admin → Program Management → System notifications → Goal Calendar Events
- Timeframe: Monday-Friday | 4:01 pm (organization's time zone)
- Recipient(s): The owner(s) of the goal
- Subject line: {Goal Name} was due on {Date}
Goals that are Overdue (Manager)
- Disable: Admin → Program Management → Program emails → Schedule → Overdue Creation (escalation)→ Off
- Configuration: Admin → Program Management → Program emails → Schedule → Overdue Creation (escalation)
- Timeframe: Monday-Friday | 8:45 am (organization's time zone)
- Recipient(s): Managers of all users
-
Subject line: Your team still needs to create Betterworks goals
Social Notifications
Cheers & Nudges
- Disable: Admin → Program Management → System notifications → Social notifications → Off
- Configuration: Admin → Program Management → System notifications → Social notifications
- Trigger: Once a cheer or nudge is sent
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): All users who have received a cheer or nudge
- Subject line: {First Name} {Last Name} has updates relevant to you
Comment Notifications
Comment
- Disable: Admin → Program Management → System notifications → Social notifications → Off
- Configuration: Admin → Program Management → System notifications → Social notifications
- Trigger: Once a comment has been made on a goal
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): The owner(s) of the goal who didn't post the comment
- Subject line: {First Name} {Last Name} has updates relevant to you
Contributor Activity on Goals
Adding a Contributor to a Goal
- Disable: Admin → Program Management → System notifications → Activity on Goals and Teams → Off
- Configuration: Admin → Program Management → System notifications → Activity on Goals and Teams
- Trigger: Once a user is added as a new contributor to a goal
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): New user added to the goal
- Subject line: {First Name}, you've been added as a contributor to a goal
Deleting a Goal that Contributes to Another
- Disable: Admin → Program Management → System notifications → Activity on Goals and Teams → Off
- Configuration: Admin → Program Management → System notifications → Activity on Goals and Teams
- Trigger: Once a contributing goal has been deleted
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): The owner(s) of the primary goal
- Subject line: {First Name} deleted a goal
Deleting a Milestone that Contributes to a Goal
- Disable: Admin → Program Management → System notifications → Activity on Goals and Teams → Off
- Configuration: Admin → Program Management → System notifications → Activity on Goals and Teams
- Trigger: Once a milestone has been deleted
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): The owner(s) of the milestone who didn't delete the milestone
- Subject line: {First Name} deleted {Milestone Name}
Realigning a Milestone that Contributes to a Goal
- Disable: Admin → Program Management → System notifications → Activity on Goals and Teams → Off
- Configuration: Admin → Program Management → System notifications → Activity on Goals and Teams
- Trigger: Once a milestone has been realigned
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): The owner(s) of the goal
- Subject line: {First Name} added a contribution
Activity on Followed Goals
Added as a Follower
- Disable: Admin → Program Management → System notifications → Activity on Goals and Teams → Off
- Configuration: Admin → Program Management → System notifications → Activity on Goals and Teams
- Trigger: When a follower is added
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): Users added as a follower
- Subject line: You're following a new goal
Miscellaneous
Create a Goal Soon
- Disable: Admin → Program Management → Program emails → Schedule → Start creating your goals→ Off
- Configuration: Admin → Program Management → Program emails → Schedule → Start creating your goals
- Timeframe: Monday-Friday | 8:45 am (organization's time zone)
- Recipient(s): All users
- Subject line: Reminder: Finalize your goals by {Future Date}
Create a Goal Today
- Disable: Admin → Program Management → Program emails → Schedule → Create your goals today→ Off
- Configuration: Admin → Program Management → Program emails → Schedule → Create your goals today
- Timeframe: Monday-Friday | 8:45 am (organization's time zone)
- Recipient(s): All users
- Subject line: Reminder: Finalize your goals by {Today’s Date}
Update Goal (Mid-period)
- Disable: Admin → Program Management → Program emails → Schedule → Mid-period update → Off
- Configuration: Admin → Program Management → Program emails → Schedule → Mid-period update
- Timeframe: Monday-Friday | 8:45 am (organization's time zone)
- Recipient(s): All users
- Subject line: You haven't updated these goals recently
Update Goal (Final)
- Disable: Admin → Program Management → Program emails → Schedule → Final Update → Off
- Configuration: Admin → Program Management → Program emails → Schedule → Final update
- Timeframe: Monday-Friday | 8:45 am (organization's time zone)
- Recipient(s): All users
- Subject line: It's time for your final updates
Goal Deleted
- Disable: Admin → Program Management → System notifications → Activity on Goals and Teams → Off
- Configuration: Admin → Program Management → System notifications → Activity on Goals and Teams
- Trigger: Once a goal has been deleted
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): The owner(s) of the goal
- Subject line: {First Name} deleted {Goal Name}
Goal Reassigned
- Disable: Admin → Program Management → System notifications → Activity on Goals and Teams → Off
- Configuration: Admin → Program Management → System notifications → Activity on Goals and Teams
- Trigger: Once a goal has been reassigned
- Timeframe: 1- 5 minutes after trigger
- Recipient(s): New owner(s) of the goal
- Subject line: {First Name} reassigned {Goal Name}