Create summary invitations and reminders for raters

Cut back on the amount of emails you are sending your Raters by taking advantage of our summary email options. The summary invitation feature creates one email for each Rater regardless of how many people they are rating. For more information on summary invitations please click here.

OPTION 1:

• From the drop-down menu, select Email>>Summary Invitations/Reminders.
• Select the Raters who need to receive a summary email by checking the box by their name.
• Click the "Selected Recipients" button. This needs to be done for each page of names. Alternatively, you can click the "All Recipients Listed Below" button to queue summary invitations for all approved Raters if you are queuing invitations and all approved and in-progress Raters for reminders. (The system will not allow you to remind raters that have completed all of their reviews.)

OPTION 2:

• From the drop-down menu, select Email >> Edit Email Template
• Expand on the Raters section and select either the Rater Summary Invitation template or the Rater Summary Reminder template
• Now, you can customize the template and then click "Create Email Messages Now"
• Go to Email >> Queued Messages to preview and send the email messages

Summary email can also be sent across multiple projects at once by following the instructions below (this feature is available in the Professional and Enterprise Editions of the tool).

• From the drop-down menu, select Email>>Summary Invitations/Reminders.
• Click on the Settings icon. This will bring up the list of projects from which you are able to select Raters.
• Select the projects from which you would like to select Raters.
• Select the type of message you would like to send.
• Select the Raters who need to receive a summary email by checking the box by their name and click "Selected Recipients" or click "All Recipients Listed Below" to send invites to all raters.
• Then, go to Email >> Queued Messages to preview and send the invitations.

Note: If sending summary email across multiple projects using the feature above, we recommend that you generate all Summary invitation/reminder messages from the same project each time for tracking purposes.

​Note: Target invitations will need to be sent from within each individual project - there is not currently a feature to send across multiple projects.