Goals Notifications

Contents

 Program email Notifications

Goal Create 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}
  • Screenshot:

Goal Create 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}
  • Screenshot:

Goal 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
  • Screenshot:

Mid-Period Update

  • 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
  • Screenshot:

Final Update

  • 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
  • Screenshot:

System Notifications

Added as Follower Notification

  • 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

Cheer & Nudged Notification

  • 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

Commented Goal Comment Notification

  • Disable: Admin → Program Management → System notifications → Social notifications → Off
  • Configuration: Admin → Program Management → System notifications → Social notifications
  • Trigger: Once a comment has been made to 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

Contributing Milestone 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 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}

Contributing 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 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

Contributing Milestone Realigned

  • 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

New Contributor Goal Notification

  • 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

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?

Owned Goal Comment Notification

  • Disable: Admin → Program Management → System notifications → Comment Notifications →Off
  • Configuration: Admin → Program Management → System notifications → Comment Notifications
  • Trigger: 
  • Timeframe: 1- 5 minutes after trigger
  • Recipient(s): The owner(s) of the goal
  • Subject line: {First Name} {Last Name} commented on {Goal Name}

Goal Deleted Notification

  • 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 Overdue Notification

  • 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 06/12/2024

Goal Reassigned Notification

  • 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}