Overview:

The EMT platform allows users to send completion reminders to respondents directly from the dashboard before respondents submit their survey. The reminder email sent will vary based on the respondent's current survey status – either Not Started, In Progress, or Overdue. This guidance article will walk users through how to send those reminders through the platform and what each reminder email will say. 

How to Send a Reminder: 

• Log in to the EMT platform and navigate to the dashboard

• Locate the supplier or respondent you wish to remind by scrolling to the bottom of the dashboard under the respondents table

• Review the respondents current completion status (Not Started, In Progress, or Overdue) 
  • Respondents that have already submitted will not have a manual reminder button by their account name
• Select the “Send Reminder” button to the very right of the Respondents table

• The system will then send the appropriate reminder email based on their completion status

Email Reminder Types: 

There are three types of reminder emails, each corresponding to a respondent's current survey completion status. The pictures below show what each email type will look like. 

• Not Started: Sent to respondents who have not yet begun the survey.

• In Progress: Sent to respondents who have started but not yet completed the survey.

• Overdue: Sent to respondents who have missed the submission deadline.

Things to Remember: 

• Reminders are never sent automatically, all reminders must be triggered manually via the dashboard. 
• Only the user(s) assigned to a Respondent's account will receive these reminder emails. 
• The email content is not editable on a case by case basis, all further Respondent communication should be completed outside of the EMT platform.