Are key contacts notified when their onboardees finish the Introduce Yourself module?

There are some steps to be taken in order to make sure that a notification will be sent out to key contacts as soon as their onboardees submit their introduce yourself videos or texts. Follow the steps below to have it correctly set:

1. Firstly make sure that key contacts are being added to onboardees' profiles (in the current example, the manager is the one who will get the notification):

2. Go to settings -> email templates and follow the steps below:

    1. Click on "add new item";

    2. In category, select module;

    3. In Module, select "Introduce yourself";

    4. Chose for a prefilled data or not;

    5. Choose a name for the email template;

    6. Make the template active;

    7. In "modules" select Introduce Yourself (or the name you have given to it when creating the module. For example: We         want to know you!);

    8. Select the key contact group you want to be linked to it;

    9. Save the template.

Check the video below to follow the steps above:


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If you still have questions about it, don't hesitate to submit a ticket!

Good luck!

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