How to Remind Applicants
Use the Remind workflow to send reminder emails to applicants who have not yet completed their assessment.
Step 1: Open the Reminder Workflow
- Open the assessment.
- Navigate to the Applicants tab.
- Select Remind.
Step 2: Select Applicants
Select one of the available applicant groups:
- Incomplete
- Not Started
- Email Opened
- Registered
- Completed Practice
- Current Filters
Note: Reminders cannot be sent to applicants with a status of Completed or Expired.
- Alternatively, select Custom and upload a CSV file to target specific applicants.
Step 3: Review and Preview the Reminder Email
You can:
- Edit the email subject line.
- Edit the email message body.
- Preview the reminder email before sending.
If you want future reminders to use the updated content:
- Select Update Template.
Note: Updating the template makes the changes available to other administrators and staff members using the assessment.
Step 4: Send Reminders
- Review the applicant list.
- Review the email content.
- Select Send Reminders.
Eligible applicants will receive a reminder email.
