When does ChangePlan send emails?
Add a short description of what it’s about.
Pulse check emails
- are used to gather data on readiness and adoption
- these send to the target audience only
- these can be set up to send 1. at the due date of an activity - optionally, when toggled on in the Initiative Activities page 'Add activity' popup screen 2. on their own in the Initiative Activities page by clicking 'Add pulse check'
- more at https://changeplan.co/academy/pulse-checks/
Activity delivery confirmation emails
- individuals who are specified as activity deliverers and/or activity owners are (currently) sent a confirmation email at the due date and time of activity
- the purpose of this is to verify whether the activity is complete
- we are currently making this an optional feature based on your request
Emails are also triggered when
- adding a new ChangePlan user (admin only)
- giving permission for an existing ChangePlan user to access an initiative or portfolio
- resetting a password
No emails are triggered by
- adding an audience to an initiative
- adding an affected audience to an impact
- creating a risk
- reaching go-live
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