An email will go out to invite participates to participate in a 360 review.
- Project - select project name from drop-down menu.
- Message Type
- Invite - initial message to be sent
- Reminder - to remind participates to complete
- From Address - apply an email address, needs to be a real email, like the manger's or Admin's
- Email Subject - Could be specific to the Ratee's name
- Email Body Template - select, if nothing appears, go to 360 Admin > Email Templates and add a new template
- The message will appear below. Edits can be made here, mail merge fields can be included, along with HTML.
If you have invited a customer or an external participant, note how they can log into the system. When a user is created, the new user receives an email with their username and a link to create their password.
- Select Launch Email to invite participants