How do I edit the assessment launch email template?

Created by Atif Ikramuddin, Modified on Thu, 28 Aug at 10:42 AM by Atif Ikramuddin

  • To edit the email content, you need to first click on Manage Assessment from the left side bar and click on Launch Assessments. You need to select the assessment template that needs to be launched and then click on Configure & Launch.
  • From the Launch Assessment screen 2, user gets an option to Preview the Kickoff Email template that appears on the top right corner
  • On the pop-up window, user needs to click on Edit Kickoff Email

        

 

  • From here, user can modify 3 details in the kick-off email

    1. Recipients and Subject: Click on the pencil icon in front of this and user will be able to add or remove the users to be copied in the kick off email. These will be the users within your own company. User can also update the subject line from here. User gets an ability to update the support email address which they want their suppliers to reach out in case of any questions
    2. Links and Attachments: This can be used to update the links and attachments in the kick off email
    3. Email Body: This helps the customer to update the first paragraph of the kick off email
  • Note that changes made to the template will persist in all future kickoffs of this assessment.
    • (This is especially important to note for SCV assessments, as the same template will be used for ALL future SCV kickoffs.)

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