Health & Value Assessment Reminder Emails #
Propel automatically helps increase Health & Value Assessment completion rates by sending reminder emails to recipients who have not yet finished their assessment.
Automatic Reminder Emails #
When you send a Health & Value Assessment using the Send HVA option, Propel automatically tracks the recipient’s progress and sends reminder emails if the assessment has not been completed.
Recipients receive reminders:
- 3 days after the assessment is sent.
- 7 days after the assessment is sent.
No additional reminder emails are sent after the second reminder.
Manual Reminder Links #
You can also send a participant back to their assessment manually.
If the participant has already started the assessment and you have their email address, you can:
- Locate the assessment.
- Copy the Resume Link.
- Send the link directly to the participant.
The Resume Link allows the participant to continue the assessment from where they previously left off rather than starting over.
Email Address Requirements #
Automatic reminders and Resume Links require the participant’s email address to be associated with the assessment.
If You Use Send HVA #
The participant’s email address is collected when you send the assessment, allowing Propel to:
- Send automatic reminder emails.
- Generate Resume Links.
- Track completion progress.
If You Use an Invite Link #
When using a generic Invite Link, Propel does not initially know who the participant is.
The participant must first enter their email address when opening the assessment before Propel can:
- Send reminder emails.
- Generate Resume Links.
- Track assessment progress.
Until an email address has been provided, reminder functionality is unavailable.
Reminder Email Branding #
Reminder emails are sent directly from Propel.
Each reminder email includes:
- Your firm’s Health & Value Assessment branding.
- The participant’s assessment information.
- Your firm’s name and branding.
- A link allowing the participant to resume and complete their assessment.
This provides recipients with a consistent experience while reinforcing your firm’s brand throughout the assessment process.
Best Practices #
- Whenever possible, send assessments using the Send HVA option instead of a generic Invite Link.
- Confirm the recipient’s email address before sending the assessment.
- If a participant contacts you because they cannot find their assessment, copy and send the Resume Link rather than asking them to start over.
- Let participants know that automatic reminder emails will be sent after 3 days and 7 days if they have not completed the assessment.
These reminders help improve assessment completion rates while reducing the need for manual follow-up.