How do I set up a daily assessment to send to clients automatically?

Within our Assessment Software, you have the ability to set up a daily assessment to send to clients automatically.

Starting from the “Account” tab of your Dashboard, follow the step-by-step guide below.

Step-By-Step Guide:

Step 1: Click the “Customize Platform” tab on the left side menu of the “Account” tab on your Dashboard.

Step 2: Click the “Client Automation” tab in the top right corner of the page.

Step 3: Select the “Remind User” automation from the “Add Automation” dropdown selector.

Step 4: Change the “Why?” section to “Has not completed 1 assigned assessment within the last day” and select the specific assessment.

Step 5: Click the “Save” button to save your updates and confirm your assessment reminder.

Now we will remind your client every day that they don’t fill out the assessment, and you won’t have to worry about manually sending an assessment every day!

Updated on January 11, 2021

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