Part of setting up a Performance Cycle or Engagement Survey in Confirm is being able to schedule or immediately send slack and email notifications to participants.

Slack and email notification scheduling and sending

If you are a system administrator, you will see an Admin menu item in the left-hand navigation pane. Expand the menu and click on Cycle administration.

Find the correct cycle and click 'Edit cycle' under the ACTION column.

Click on the 'Notifications' tab, then click 'Create Notification'.

Finally, choose the notification type (phase x started, ongoing or ended), medium (email or slack), the schedule (immediate or schedule for a later time), and the send time (if scheduling ahead).

When complete, click 'Schedule notification', then schedule or send more notifications!