Remind applicants to complete an assessment

Use the Remind workflow to send reminder emails to applicants who have not yet completed their assessment.

1. Open the Remind workflow

1. Open your assessment
2. Navigate to the Applicants tab
3. Select Remind

Step 2: Select applicants

Choose one of the available applicant groups. You can send reminders to up to 10,000 applicants at a time using a preset group.

• Incomplete
• Not started
• Email opened
• Registered
• Completed practice
• Current filters

Note: Reminders cannot be sent to applicants with a status of Completed or Expired.

Upload a custom list

To send reminders to specific applicants, select Custom and upload a CSV file containing their email addresses.

You can send reminders to up to 1,000 applicants at a time using a custom CSV file.

Step 3: Customize and preview the reminder

You can customize the email before sending it to applicants.

1. Edit the email subject line and message body, if needed
2. Select Preview to review the reminder
3. Close the preview and make any necessary changes

If you want to save your changes for future reminders to this assessment, select Save template.

Note: Saving the template makes the changes available to other administrators and staff members using the assessment.

Step 4: Send Reminders

1. Review the applicant list and reminder email content
2. Select Send reminders

Eligible applicants will receive a reminder email.