Coaching Notifications

Users will be notified via email when they are involved in Coaching.

If you wish to opt out of Email Notifications, learn more here.

 

Coaching Email Frequency

Participants and Managers will receive Coaching Email Notifications when:

Check-in & Program Emails:

• a new Coaching Program has been created (participant)
• a Check-In is available and ready to be completed (participant)
• a Check-In has been reviewed and been approved (participant and manager)
• if applicable, notification that the Check-In has been reviewed but has not been approved by the Program's owner (participant)
• a Coaching Check-In has been completed and is ready for review/approval (manager)
• a Comment has been left in a check-in

Action Plan Emails:

• an Action Plan has been created for them (participant)
• an Action Plan has been completed (participant & manager)
• an Action Plan passes its due date if the Action Plan was not completed (participant & manager)
• a Comment has been left in an Action Plan

Note Emails:

• a new Shared Note has been created, with link to optional attachment (participant)
• a Private Note has been re-saved as a Shared Note, with link to optional attachment (participant)

 

Things to Note:

New check-in emails will be sent in accordance with the recurrence of a Coaching Program. Daily recurrence = daily email, weekly recurrence = weekly email, etc.

If an individual is involved in multiple Coaching Programs, they will receive a new check-in is due notification for each Program.

If a Goal is utilized within an Action Plan, emails will be sent regarding the Goal's progress as well. Learn more about email notifications associated with Ambition Goals here.

 

 

Coaching Email Contents and Examples

Involved in a Coaching Program

The email will contain:

• Program's name
• The Coaching Program creator's name
• Time first check-in will be open to complete
• Preview of Check-in questions

 

Example Email

 

Check-In Due

The email will contain:

• Time check-in will expire
• Button that will redirect to specific check-in

 

Example Email

 

Check-in has been Reviewed and Approved

The email will contain:

• Program Name
• Date Check-in was marked complete

 

Example Email

 

 

Check-In has been reviewed but has not been approved by the Program's owner

The email will contain:

• Program's name
• Note that check-in needs attention

 

Example Email

 

 

Manager Notification that User has Completed Check-In

The email will contain:

• Program's name
• User's name who completed the check-in

 

Example Email

 

 

Comment has been left in a Check-In

The email will contain:

• Program Name's in the title
• Content of comment left

 

Example Email

 

 

Action Plan is Created

The email will contain:

• The Action Plan creator's name
• Due Date
• Each Action Item types and the content

 

Example Email

 

Action Plan is Completed

This email will contain:

• Completed Date
• Due Date
• Each Action Item types and the content

 

Example Email

 

Action Plan is Closed and Incomplete

The email will contain:

• Status. "Completed: Did Not Complete" will signify that the Action Plan was not Completed
• Due Date
• Each Action Item type that the plan involved

 

Example Email

 

Comment has been left in an Action Plan

The email will contain:

• Name of Commenter and the Action Plan where a comment was left
• Content of the comment left

 

Example Email

 

 

Note

The email for Notes will be the same regardless of whether the Note originally created as a Shared Note OR a previously Private Note has been re-saved as a Shared Note.

The email will contain:

• The Note creator's name
• Login to Ambition button where any optionally attached files can be viewed.

 

Example Email