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Which emails does Dialogue send, and who receives them?

A guide to the automated emails sent to each user role in Dialogue.

Dialogue sends automated emails to help people get access, keep track of their Loops and contribute on time. Which emails someone receives depends on their role: Power User, Creator, Delegate or Contributor.

Emails at a glance

Area

Email

Power User

Creator

Delegate

Contributor

Access

SSO invitation

✓

✓

Email & password invitation

✓

✓

Password reset

✓

✓

Expired invitation

✓

✓

Compatibility test

✓

✓

Loops

Your Loop is live

✓

✓

First contribution received

✓

✓

Loop finished – results ready

✓

✓

Loop finished with no contributions

✓

✓

Reminder to close the Loop

✓

✓

Delegation

Delegate access granted

✓

Delegate access removed

✓

Delegate access granted by Power User

✓

✓

Delegate access removed by Power User

✓

✓

Invites & reminders

Initial invitation

✓

Midpoint reminder

✓

Last-chance reminder

✓

Quick reaction email*

✓

Close the Loop email

✓

* Quick reactions can only be sent for contributions made by email.

Access emails

Sent to: Power Users and Creators

These emails help people get into Dialogue and stay signed in.

  • SSO invitation: invites the user to sign in with their organisation's single sign-on.

  • Email & password invitation: invites the user to set up a Dialogue login with their email address and a password.

  • Password reset: sent when the user asks to reset their password.

  • Expired invitation: tells the user their invitation has expired so they can ask for a new one.

  • Email compatibility test: checks that Dialogue emails reach the user's inbox correctly.

Loop emails

Sent to: Creators and Delegates

These emails keep the person running a Loop up to date from launch to results.

  • Your Loop is live: confirms the Loop has launched and invitations have gone out.

  • First contribution received: lets you know the first contribution has arrived.

  • Loop finished – results ready: the Loop has closed and the results are ready to view.

  • Loop finished with no contributions: the Loop has closed without receiving any contributions.

  • Reminder to close the Loop: a prompt to close the Loop and share an update with Contributors.

Note: Delegates only receive emails for the Loops they've created on behalf of a Creator.

Delegation emails

Sent to: Creators and Delegates

These emails let people know when delegate access changes.

  • Delegate access granted / removed: sent to the Delegate when a Creator gives them access or takes it away.

  • Delegate access granted / removed by Power User: when a Power User sets up or removes delegation, both the Creator and the Delegate are told.

Invites & reminders

Sent to: Contributors

These emails encourage people to contribute and let them know what happened as a result.

  • Initial invitation: invites the Contributor to take part in the Loop.

  • Midpoint reminder: a nudge halfway through the Loop for anyone who hasn't contributed yet.

  • Last-chance reminder: a final reminder before the Loop closes.

  • Quick reaction email: a quick reaction from the Creator to the Contributor's contribution. These can only be sent for contributions made by email.

  • Close the Loop email: shares the Creator's update on what was heard and what happens next.

FAQs

Do Power Users receive Loop emails?

No. Loop emails go to the Creator, and to the Delegate when they created the Loop on the Creator's behalf.

Why didn't a Contributor receive a quick reaction?

Quick reactions can only be sent for contributions made by email.

Someone isn't receiving Dialogue emails. What should I check?

Run the email compatibility test and make sure Dialogue's sending domains are allowed by your IT team. For details, see the Dialogue IT Setup Pack.

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