When setting up an offboarding survey, you can choose which emails you want to include, and you'll also be able to edit them. There are 4 emails you can include:
Survey email - mandatory - sent with personal link to survey
Warm up email - optional - sent 24 hours before the survey email. If there is not enough time it will be sent as soon as you schedule the survey.
Reminder emails - manual reminders or auto-reminders (sent 3 times during open period).
Thank you email - optional - sent automatically once employee has completed their survey.
TIP
A popular way to use this survey is to set one up and leave it open all year so you can gradually add people to it. If you choose to do this, don't include the warm up email or auto-reminders. However, you can still edit the reminder email in case you need to manually nudge any individuals throughout.
View the templates used for each email below.
Survey email (mandatory)
Subject line: Leavers survey – please share your feedback with us
Dear NAME,
We are sorry to hear that you are leaving.
Before you leave, we would be grateful if you could take the time to complete this survey about your experience with us. We are keen to understand what we do well and which areas we could improve as an organisation. Your feedback will help us to make the organisation a better place to work.
Please click the link below to complete your survey, or copy and paste the link into your browser.
[SURVEY LINK]
Thank you for your time - your honest feedback is greatly appreciated and your opinions are highly valued.
We wish you all the best in your future endeavours!
Kind regards
(P.S. Please try to avoid using Internet Explorer to open your survey as you may experience problems completing)
Warm up email (optional)
Subject line: Leavers survey coming soon
Dear NAME,
We are sorry to hear that you will be leaving the organisation soon. Before you leave, we would be grateful if you could take the time to share your thoughts with us.
We are keen to understand what we do well and which areas we could improve as an organisation. Your feedback will help us to make the organisation a better place to work.
Shortly you will receive another email with a link to complete a survey about your experience working here. We would be grateful if you could complete this as soon as you can.
Thank you in advance for your time – we value your honest feedback so when you receive your survey link, please jump right in!
Auto-reminder/Reminder email (optional)
If you choose not to include auto-reminders, you can still customise the reminder email from the final settings page of your survey, in case you do need to nudge any employees throughout.
Subject line: Reminder: Please complete your leavers survey
Dear NAME,
We recently sent you a short survey to find out more about your experience working at our organisation. It doesn’t look like you have had a chance to complete your survey yet.
We would be grateful if you could take the time to complete the survey before you leave the organisation, as we are keen to understand what we do well and which areas we could improve on. Your feedback will help us to make the organisation a better place to work.
Please click the link below to complete your survey, or copy and paste the link into your browser.
[SURVEY LINK]
Thank you for your time – your feedback is extremely valuable so please be open and honest with your responses.
Kind regards
(P.S. Please try to avoid using Internet Explorer to open your survey as you may experience problems completing)
Thank you email (optional)
Subject line: Thank you for sharing your feedback
Dear NAME,
Thank you for taking the time to complete the survey. Your feedback will help us understand what’s working well, where we can improve, and how we can make this organisation a better place to work.
We wish you the best of luck with your future endeavours.
Many thanks again