Mercer Mettl 360View: Managing Email Communications

There are various email templates available on 360View that can be customized. A few of them are present at the account level that can be used to set the default email templates. Many of them can be set at each survey level or account level.

Email Communications can be set-up either while survey creation, while survey is live or after survey completion as well, depending on the nature of the email communication.

E.g. Invitation emails should be set-up before survey is launched, Reminder emails can be set-up while the survey is Live and Share Report emails can be set up even after the survey has closed.

Survey Level Templates

Based in the type of participant upload flow chosen, there are various email templates available for customizations. These templates are available at survey level, any changes made to these templates are applicable for this specific survey only. For templates available at account level, those templates are considered as default templates for every survey created in that account.

Admin-driven process

Where account admin nominates all the survey participants. In this flow, below are the email templates available for customization.

1. Invitation Email
These email communications are sent to all participants that have been added as a survey participant.

2. Automated Reminder Emails (Optional)
These email communications are sent to all participants that have been added as a survey participant but are yet to Complete the survey for any Feedback Seeker. There are a total of 3 automated reminders that can be set. These can be scheduled to be sent either at a specific time or a few days before the survey closes.

3. Ad-hoc Reminder Email (Optional)
These email communications are sent to some specific participant(s) if a particular communication needs to be sent to them. Audience for this email communication is selected from the survey running page.

4. Share Report Email (Optional)
These email communications are sent to all participants with whom their individual report is being shared. Along with the report in the email, a few guidelines on how to read the report, next actions etc. Can also be mentioned in the report.

Employee-driven process

Where employees are nominated by Admins and Employees have to nominate their Feedback Providers themselves.
1. Self-Nomination Email

These email communications are sent to all participants that have been nominated as a Feedback Seeker in the survey. Through this email, they get a link which takes them to a page where they can nominate their own Feedback Providers.
2. Request for Approval

These email communications are sent to all stakeholders that have been nominated as an Approver for any Feedback Seeker in the survey. After the Feedback Seekers have nominated their own Feedback Providers, an Approver is responsible for verifying the people nominated. They can add/modify/delete the details of the nominations.

Account Level Templates

A few templates are available at account level, those templates are considered as default templates for every survey created in that account.
A few templates are available at account level, those templates are considered as default templates for every survey created in that account.
1. Invitation Email
These email communications are sent to all participants that have been added as a survey participant.

2. Automated Reminder Email
These email communications are sent to all participants that have been added as a survey participant but are yet to Complete the survey for any Feedback Seeker. There are a total of 3 automated reminders that can be set. These can be scheduled to be sent either at a specific time or a few days before the survey closes.

3. Ad-hoc Reminder Email
These email communications are sent to some specific participant(s) if a particular communication needs to be sent to them. Audience for this email communication is selected from the survey running page.

4. Updated Close Date Email
This is the only template available just at the Account Level. Whenever a survey closing date is extended, after date extension the Survey Admin can choose to send an email to all survey participants informing them about the extension.

5. Self-Nomination Intimation Email
These email communications are sent to all participants that have been nominated as a Feedback Seeker in the survey. Through this email, they get a link which takes them to a page where they can nominate their own Feedback Providers.

6. Request for Approval Email
These email communications are sent to all stakeholders that have been nominated as an Approver for any Feedback Seeker in the survey. After the Feedback Seekers have nominated their own Feedback Providers, an Approver is responsible for verifying the people nominated. They can add/modify/delete the details of the nominations.

7. Share Report Email
These email communications are sent to all participants with whom their individual report is being shared. Along with the report in the email, a few guidelines on how to read the report, next actions etc. Can also be mentioned in the report.