Use the Nudge action to send an extra reminder to a participant whose survey is still open. Use the Reopen action to give a participant another chance to complete a survey that has already expired. After either action, the participant receives a new notification.
Before You Begin
- You must have Account Admin access to the Lifecycle Surveys dashboard.
- Nudge is only available when the survey is still open and the participant has not responded.
- Reopen is only available after the survey row has expired.
Send a Nudge
- Click Surveys in the left-hand navigation, then select Lifecycle.
- Click the name of the active survey you want to manage.
- Locate the participant in the participant list.
- Click the action menu next to the participant's row and select Nudge.
- Review the confirmation modal, then confirm to send the reminder.
The notification uses the same copy as the automated halfway-point reminder.
Reopen an Expired Survey
- Click Surveys in the left-hand navigation, then select Lifecycle.
- Click the name of the survey containing the expired row.
- Locate the participant whose row shows as expired.
- Click the context menu next to that row and select Reopen.
- Review the confirmation prompt β it details the following actions that will occur:
- Survey deadline extends by 14 days. - A new notification is sent to the participant. - An automatic reminder fires if the survey is not completed within 7 days.
- Confirm to reopen the survey for that participant.
Key Rules
- Lifecycle Survey reminders are separate from performance review reminders. They follow their own schedule and are not affected by performance review cycle settings.
- Each Lifecycle Survey row sends one automatic reminder at the halfway point of the survey duration (approximately 7 days into a 14-day survey). No additional automatic reminders are sent.
- Completed surveys should not generate further reminders. If a participant receives a reminder for a survey they have already completed, contact 15Five Support with the survey name and participant name.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Nudge option is not visible | Confirm the survey is still open and the participant has not submitted a response | Nudge is unavailable for completed or expired rows β use Reopen if the row has expired |
| Reopen option is not visible | Confirm the survey row status shows as expired | Reopen is only available on expired rows β use Nudge if the survey is still active |
| Participant reports receiving no notification after nudge or reopen | Check that the participant's email is valid and active in 15Five | Update the participant's email address, then send a nudge or reopen again |
| Participant received a reminder for a survey they already completed | Confirm the participant's survey status shows as Complete on the Lifecycle Surveys dashboard | This may indicate a platform issue. Contact 15Five Support with the survey name, participant name, and a screenshot of the reminder email. |
Not Covered Here
This article does not cover the automatic halfway-point reminder that 15Five sends to participants without admin action.