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Sending survey reminders

Learn how to send reminder emails to employees who haven't completed your survey in PI Diagnose, and improve your participation rate.

Updated this week

This article applies to all Diagnose users in the PI2 platform.

Not satisfied with the current participation rate for your survey? You can remind employees to complete the survey by sending them a reminder email.

Note: You can only send reminders for surveys distributed via organization data import. (Quick links are 100% anonymous, even to PI, and thus do not support email reminders.)

Tip: Want to give employees additional time to complete the survey? Extend the survey’s end date.

How to send a survey reminder

  1. Log in to the PI software.

  2. Select Diagnose from the top navigation bar.

  3. You will land on the Survey Center.

  4. Select the relevant survey.

  5. You will be brought to the survey’s “Analyze” tab.

  6. Click the “More actions” button on the right-hand side. (You can also access this button from the "Review" or "Distribute" tabs.)

  7. Select “Send survey reminder” from the dropdown options.

  8. A pop-up will appear communicating the number of survey recipients who will receive the reminder email. It will also explain how many additional reminder emails have already been sent up to this point.

  9. Hit “Send survey reminder” to confirm.

  10. A success message will appear in the bottom right, confirming the survey reminder has been sent to the relevant employees.

Note: Only one reminder email can be sent for a given survey per day.

FAQs

I don’t see an option to send a survey reminder. Why?

You can only send reminders for surveys distributed via organization data import.

(Quick links are 100% anonymous, even to PI, and thus do not support email reminders.)

I imported org data and still don’t see a survey reminder option. Why?

The survey reminder is only available for “Live” or “Ready to Close” surveys.

  • If your survey is in “Draft” form, you still need to send the survey.

  • If your survey is “Closed,” it means you’re no longer accepting responses.

The “Send survey reminder” option is greyed out. Why?

You can only send one reminder per survey each day. If the dropdown option is greyed out, it likely means you (or someone else at your organization with access) already sent out a reminder email.

The pop-up said “0 additional reminders” have been sent. Does that include the reminder I scheduled when sending my survey?

No — the pop-up number does not include the reminder email you scheduled when sending out your survey.

Note: The pre-scheduled reminder is only available for the PI Employee Experience Survey — not pulse surveys.

Additional support

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