Conversations: Email Notifications

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by Morty Frey
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When you enable Conversations in BetterWorks, members of your company will receive notifications for the launch, as well as reminders and overdue messages depending on their status. Users will not receive Conversation notifications if you've disabled notifications across the platform or for a specific Conversation - if this is the case, please send out your own company notifications related to the Conversation cycle.

Below is an example of the communication your employees may receive - the text highlighted in orange and with boxes around them are driven from user attributes (like first and last name) or your template settings in the Admin/Conversations area of BetterWorks.

Please note: Email notifications are sent between 8am and 9am in the time zone selected in the Admin panel under Time Zone & Business Calendar.

                                                                                                                 

1. Conversation Started (Optional, set per template)

2. Conversation Midcycle Reminder (Optional, set per template)

3. Conversation Due (Optional, set per template)

4. Conversation Overdue (Optional, set per template)

5. Conversation Shared

6. Conversation Deploy Email (Admin only notification)

7. Conversation Transferred (New manager and old manager only notification)

8. Conversation Edit Request - Single (Admin only notification)

9. Conversation Edit Request - Multiple (Admin only notification)

10. Conversation Unlocked (End-user only notification)

11. Conversation Submit End Email (only applicable if Admin review period is set)

12. Adhoc Conversation Created

13. Manual Conversation Reminder Email

14. Conversation Template Disabled Emaill

                                                                                                                  

1. Conversation Started - sent at 8am to all users involved in the Conversation cycle

Screen_Shot_2018-01-19_at_9.01.15_AM.png

                                                                                                                  

2. Conversation Midcycle Reminder - sent 8am the day the admin set for the reminder

Screen_Shot_2018-01-19_at_9.03.21_AM.png

                                                                                                                  

3. Conversation Due - sent to all users at 8am on last day of cycle

Screen_Shot_2018-01-19_at_9.04.28_AM.png

                                                                                                                  

4. Conversation Overdue - sent to all users at 8am based on admin notification date

Screen_Shot_2018-01-19_at_9.07.22_AM.png

                                                                                                                  

5. Conversation Shared - sent when one of the two involved in the Conversation shares their portion

Screen_Shot_2018-01-19_at_9.08.39_AM.png

                                                                                                                  

6. Conversation Deployed - admin only receives this 8am the day before a Conversation is planned for launch

Screen_Shot_2018-01-19_at_9.09.30_AM.png

                                                                                                                   

7. Conversation Transferred - sent to parties related to the transfer (end user and managers) (two separate messages)

Screen_Shot_2018-01-19_at_9.10.45_AM.png

                                                                                                                   

8. Conversation Edit Request - Single (sent only to admins when one request to re-open has been made). Note: This email only gets sent EOD with a compiled list and is sent at 4:45PM which corresponds to the timezone set in the platform configuration.

Screen_Shot_2018-01-19_at_9.19.33_AM.png

                                                                                                                   

9. Conversation Edit Request - Multiple (sent only to admins when multiple requests to re-open have been made). Note: This email only gets sent EOD with a compiled list and is sent at 4:45PM which corresponds to the timezone set in the platform configuration.

                                                                                                                   

10. Conversation Unlocked - sent to end user that requested to edit their Conversation

Screen_Shot_2018-01-19_at_9.21.39_AM.png

                                                                                                                  

11. Conversation Submit End Email

Screen_Shot_2018-01-24_at_11.02.18_PM.png

                                                                                                                  

12. Adhoc Conversation Created

Screen_Shot_2018-01-24_at_11.05.40_PM.png

                                                                                                                  

13. Manual Conversation Reminder Email

Screen_Shot_2018-01-24_at_11.07.20_PM.png

                                                                                                                  

14. Conversation Template Disabled Email

Screen_Shot_2018-01-24_at_11.08.27_PM.png

                                                                                                                  

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