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A List of Notifications for Engagement Surveys

Rosie Serrato
  • Updated

Engagement survey notifications are sent as follows:

To send these through Slack/Microsoft Teams or email, you can check the relevant and available options under Engagement in your Notifications settings. 

Engagement notifications will default to the employee timezone, then company timezone, and then PST time.

Engagement survey notifications

For a visual example of how email notifications appear, see Lattice Email Notifications.

Survey participant notifications

A survey view is shared with you

  • Trigger: A survey admin has shared survey results with you
  • Customizable: No
  • Recipients: Employees who have had survey results shared with them
  • Body:

Hey [First name],

Your admins have shared [Saved view name] from [Survey title] with you. Click the link below to view the results. 

Button: View results

Survey is launched

  • Trigger: Survey admin launches engagement survey. Learn more in Sample Survey Launch Email.
  • Customizable: Yes
  • Recipients: Survey participants
  • Header: You've been invited to participate in the survey: [Survey name]
  • Body: [Customizable message]
  • Button: Fill out survey

Reminder to complete survey (manual)

  • Trigger: Survey admin manually sends a reminder to complete survey
  • Customizable: Yes
  • Recipients: Survey participants who have not completed survey
  • Header: A reminder to complete your survey
  • Body: [Customizable message]
  • Button: Complete your survey

Reminder to complete the survey (automatic)

  • Trigger: Automatic notification two days at 9am (local time) before the survey ends
    • Note: Automatic notifications do not send on weekends. If the reminder falls on a weekend, then the notification will go out the following Monday. 
  • Customizable: No
  • Recipients: Survey participants who have not submitted a survey
  • Body:

Hey [First name],

Just a reminder, the [Survey name] survey ends in two days on [Survey end date]. Be sure to fill out and submit your responses before then. 

Button: Complete your survey

Reminder to end the survey

  • Trigger: Automatic notification sent two days before the survey's due date reminding admins to manually end the survey
  • Customizable: No
  • Recipients: Survey admins
  • Header: Just a reminder, the end date for [Survey name] is set for [Date]
  • Body:

[number out of total number] of responders have completed the survey. Manage the survey by following the link below.

Button: Manage Survey

Reply to anonymous comments

Reminder to reply to comments

  • Trigger: Weekly engagement digest sent on Fridays at 9 am. The digest includes survey comments that need to be replied to. Comments must be assigned to be included.
  • Customizable: No
  • Recipients: All survey admins, and only employees who have been assigned comments
  • Header: Survey comments need your reply
  • Body:

Hey [First name],

There are [number] comments in the [Survey title] survey that need your attention. Log into Lattice to view and reply.

 

Assigned to you

[number] comments

 

Awaiting reply

[number] comments

Button: View and reply

Survey action plans

Things to note:

  • When publishing a public company action plan, all employees will receive an email notification and task to View Action Plan.
  • When publishing a private company action plan, all survey admins and action plan owners will receive an email notification and task to View Action Plan.
  • When publishing a public manager action plan, all survey admins, direct reports, and any owners that are not direct reports will receive an email notification and task to View Manager Action Plan.
  • When publishing a private manager action plan, all survey admins and owners will receive an email notification and task to View Manager Action Plan.
  • When republishing an action plan, email notifications will follow the same logic as above.
  • When posting an update to a published manager action plan, email notifications will be sent to everyone who has the ability to view the plan using the same logic as above.
  • Updating Company Action plans does not send out a notification.

Company action plan is published

  • Trigger: A survey admin publishes a company action plan
  • Customizable: No
  • Recipients: Engagement survey participants
  • Header: [Company] published a company action plan
  • Body:

Hey [First name],

Thank you for your time providing feedback in the recent [Survey name] survey. Based on the company's feedback, [Company] just published an action plan. Here's what the company will be focusing on:

[Focus area 1]
[Focus area 2]

Button: View action plans

Manager Action Plan is published

  • Trigger: A manager publishes a manager action plan
  • Customizable: No
  • Recipients: Engagement survey participants in the manager's team
  • Header: [Manager] published a manager action plan
  • Body:

Hey [First name],

Thank you for your time providing feedback in the recent [Survey name] survey. Based on your team's feedback, your manager just published an action plan. Here's what they will be focusing on:

[Focus area 1]
[Focus area 2]

Button: View action plans

Updates are posted to published manager action plans

  • Trigger: An update was added to a manager action plan
  • Customizable: No
  • Recipients: Survey participants on the manager's team
  • Header: Update posted to action plan
  • Body:

Hey [First name],

[First and last name of updater] posted an update to their  [Survey name] manager action plan. 

Update

[Focus area title]

[Text of update]

Button: View update

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