There are two options for how Engagement survey notifications can be sent — through Slack and/or through Email. Learn more in Manage Your Notification Preferences.
Note: Engagement notifications will default to the employee timezone, then company timezone, and then PST time.
Engagement survey notifications are sent as follows:
Engagement survey notifications
Note: 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 before the survey ends
- 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.
- 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