On Peakon, it’s possible to preview employee facing communication from Peakon, which includes:

  1. Survey email 
  2. Survey reminder email
  3. Reactivation email
  4. Low participation email
  5. Surveys
  6. Survey engagement summary
  7. Dashboard invitation email
  8. Digest emails sent to managers
  9. Comment acknowledgement email
  10. Conversation on a comment email

Accessing the preview option

The majority of the preview options are accessed by clicking on Configure> “Schedules” option in the left menu. A list of all the survey schedules will be shown. Clicking on the green “View” icon will open up the survey settings. The various tabs shown at the top of the screen will allow you to preview different elements of employee facing communication from Peakon.

The dashboard invitation email is previewed from the "Employee" page under the "Access Control" tab and then selecting an access control group.

1. Previewing survey emails

These are the emails sent from Peakon when the survey round opens. They contain the link to the survey and also show the first question for the employee to answer. 

This email will also contain any customisation that has been made to the subject or to the email text. On the first survey email the grey text box containing any customisation appears before the first question, while on subsequent surveys, it appears after the first question. 

  1. Click on the “Schedule” tab in the left menu under Configure > select the green “View” icon to open up survey tabs > select the “Email” tab
  2. Click on the “Preview email” icon
  3. Choose either the “First survey” or “Subsequent survey”
  4. Select a language that you would like to preview the email in

2. Previewing survey email reminders

Survey email reminders can only be previewed once the survey round is open and data collection has commenced. 

  1. Click on Configure, then “Schedules” option in the left menu > select the green “View” icon to open up survey tabs > select the “Schedule” tab
  2. Click on the drop-down arrow beside the “Send reminder” icon
  3. Click on the “Preview reminder email” icon
  4. Choose the language you’d like to view the survey in

3. Previewing reactivation emails

Reactivation emails replace the regular survey email and reminder email when an employee has skipped consecutive survey rounds in a row. Note, these cannot be turned off nor can they be customised. 

  1. Click on Configure and then on “Schedule” option in the left menu > select the green “View” icon to open up survey tabs > select the “Email” tab
  2. Click on the “Preview reactivation emails” icon
  3. Select the language
  4. Select either the “First attempt”, “Second attempt”, or “Third attempt”

4. Previewing low participation emails

Low participation emails get sent to managers at the same time as the automated survey reminders get sent out. These emails are a reminder to managers that they have missing answers from their team and to remind their team to complete the survey. They can be turned on or off from the access control groups (in the "Employee" section on Peakon).

  1. Click on Configure > “Schedule” option in the left menu > select the green “View” icon to open up survey tabs > select the “Schedule” tab
  2. Click on the drop-down arrow beside the “Send reminder” icon
  3. Click on the “Preview low participation email” icon
  4. Choose the language you’d like to view the survey in

5. Previewing surveys

Surveys can be previewed from any of the tabs once you have opened up a survey schedule by clicking on the green “View” icon. It’s possible to preview how the survey looks in general or how the survey looks to a specific group of employees by selecting a particular segment. 

It is possible to select the language of the survey, the same way as the employee would, only when the survey is allowed to be taken in multiple languages. Survey languages are set on the “Survey settings” tab.

  1. Click on Configure > “Schedule” option in the left menu > select the green “View” icon to open up survey tabs > select any tab as they all have a "Preview survey" option
  2. Click on the “Preview survey” icon in the top right corner of your screen
  3. Choose either the “Preview Survey” or “Custom Preview” option
  4. If choosing the “Custom Preview” option, select the relevant attribute and segment. 
  5. Choose the language in the top left corner

6. Previewing the survey engagement summary

The survey engagement summary can be turned on or off for a survey schedule. It is a personal summary page that the employee will see at the end of the survey. If enabled, at end of the first survey an employee answers from Peakon, they will receive an introduction page to Peakon. After submitting their second survey, when Peakon then has some trend data on the employee, they will see their personal engagement summary.

  1. Click on Configure > “Schedule” option in the left menu > select the green “View” icon to open up survey tabs > select any tab as they all have a "Preview survey" option
  2. Click on the “Preview survey” icon in the top right corner of your screen
  3. Choose either the “Preview Survey” or “Custom Preview” option
  4. If choosing the “Custom Preview” option, select the relevant attribute and segment
  5. Choose the language in the top left corner
  6. At the very bottom of the screen you will see an option to preview the engagement summary by clicking on either the “first survey” or “subsequent survey” options

If the subsequent summary does not appear, ensure that the summary is enabled from the “Survey settings” tab and click on “Save settings” before previewing the survey again. 

7. Previewing the dashboard invitation email 

When granting access to managers to view their Peakon dashboard, they will receive an invitation email from Peakon with a link to their dashboard when clicking on the “Notify” option from within the employee access control page. 

  1. Click on Configure and Access Control option in the left menu
  2. Select an access control group that has been populated with managers already
  3. Select the drop-down arrow beside the “Notify” icon
  4. Click on the “Preview email” icon
  5. Select the language you’d like to view the email in

8. Digest emails sent to Managers

When enabled, Peakon will send digest emails to managers either during the round if set to automatic, or at the end of the round when set to "End of round". 

It's not possible to preview these emails from within Peakon. For more details on the content of the digest mails, along with an example of how the emails look, take a look at our "Peakon dashboard digest emails" article.

9. Comment acknowledgement emails

In instances where managers have access to comments and the acknowledgement feature, they will be able to acknowledge comments, which in turn will send an email to the employee letting them know that their comment has been acknowledged.

It's not possible to preview these emails in product but an example of what this email looks like can be found below.

Note that the acknowledging managers name will appear as the sender of the email. 

The employee remains anonymous during the conversation.

10. Conversation on a comment - Email

In instances where managers have access to comments and the conversation feature, they will be able to initiate conversations on comments, which in turn will send an email to the employee, containing the manager's reply to the comment. The employee is able to to reply back to the manager's response by clicking on the "Reply anonymously" button in the email.

It's not possible to preview this email within Peakon. Below is an example of how this email looks. 

Note that the manager's name initiating the conversation will appear as the sender of the email. 

The employee remains anonymous during the conversation.

Article: Involving Everyone in the Change Process, with the Personal Survey Engagement Summary
Article: Automated Survey Reminders, Employee Reactivation Emails, and Low Participation Emails
Article: Peakon dashboard digest emails

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