Send reminders

Participation is the number that makes every other number trustworthy. PSindex® gives you two ways to chase it: automatic reminders on a schedule you chose, and a bulk send whenever you want one. For automated reminders on training cohorts, see Create and manage training cohorts.

Before you start

You need the admin role, and the survey must be in progress. Reminders only go to participants who have not completed the survey — nobody who finished gets nagged.

Automatic reminders

Every survey has a reminder cadence — every day, every 2 days, every 3 days, or every 7 days — chosen during setup. The platform emails incomplete participants on that cadence for the life of the survey, no action required. To change it mid-survey, open the survey’s Settings and pick a new Reminder Interval under Schedule. See Schedule your survey and customize invitations.

Send a reminder to everyone, right now

Use this before a leadership announcement, after a long weekend, or in the final 48 hours.

1. Open the survey and go to Settings.
2. Under Emails, select Send Reminders.
3. Confirm in the Bulk Send Reminders dialog. Every participant who has not completed the survey gets a reminder email immediately.

That’s it — one send, everyone incomplete. There is no partial bulk send; to nudge a single person, use the per-participant actions instead. See Resend, reset, or remove a participant.

Make reminders count

• Watch your completion rate first, then decide whether to send — See who has completed your survey shows where things stand.
• Pair the platform reminder with a human one. A short note from the sponsoring leader routinely outperforms a third automated email.
• Don’t stack sends. If the automatic reminder went out this morning, a bulk send this afternoon reads as spam.

If reminders aren’t landing

Check spam folders and your allowlist configuration before assuming apathy. See Platform emails aren’t arriving.