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Planview Customer Success Center

Idea Graduation Email Templates

Use these templates to compose email notifications for idea graduation emails.

For a complete list of the available variables, see the  Email Template Variables article in this section.

Templates Definition

Idea Graduation Notice: from Submission to Crowd Validation.

Email sent to idea followers confirming that the idea graduated from Submission to Crowd Validation.

Idea Graduation Notice: from Crowd Validation to Expert Review.

Email sent to idea followers confirming that the idea graduated from Crowd Validation to Expert Review.

Idea Graduation Notice: from Expert Review to Prioritization.

Email sent to idea followers confirming that the idea graduated from Expert Review to Prioritization.

Idea Graduation Notice: from Prioritization to Selection.

Email sent to idea followers confirming that the idea graduated from Prioritization to Selection.

Idea Graduation Reversal Notice.

Email sent to idea followers notifying them that the idea's graduation was reversed.

Idea Graduation Notice to Idea Administrator Roles.

Email sent to administrators to notify them about an idea's graduation.

Idea Closed Successfully Notice.

Email sent to idea follower, owners and Administrators confirming that the idea closed successfully.

Idea Closed Unsuccessfully Notice.

Email sent to idea followers, owners, and Administrators confirming that the idea closed unsuccessfully.

Idea Expiration Notice.

Email sent to idea followers and owners confirming that the idea expired.

Idea Expires in (N) Days Notice.

Email sent to idea followers and owners confirming that the idea expires in (N) days.

Submit.

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Cancel.

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Examples:

IdeaGraduationNoticefromIncubationtoValidation.png

Fig. 1: Notice to Idea Owner that their idea graduated from the first to the second stage

 

IdeaGraduationNoticefromValidationtoEmergence.png

Fig. 2: Notice to Idea Owner that their idea graduated from the second to the third stage

 

IdeaGraduationReversalNotice.png

Fig. 3: Graduation reversal notice

 

IdeaGraduationExpertReviewRequest.png

Fig. 4: Expert review request

 

 IdeaGraduationNotificationToAdminandExpert.png

 Fig. 5: Expired idea had no expert review or approval

 

IdeaGraduationNotificationToExpertLeadersIdeaLackingReview (1).png

Fig. 6: Experts notified that idea needs expert review

 

IdeaGraduationWarnAdminandExpertLeadersofExpiringIdeas.png

Fig. 7: Experts and Administrators notified that idea needs expert review

 

IdeaGraduationWeeklyEmailToExpertLeadersAboutGradIdeasNeedReview.png

Fig. 8: Weekly email notification

 

Idea Closing:

IdeaGraduationIdeaClosedSuccessfullyNotice.png

Fig 9: Idea Closed Successfully Notice

 

IdeaGraduationIdeaClosedUnsuccessfullyNotice.png

Fig 10: Idea Closed Unsuccessfully Notice

 

RequesttoCloseIdeaasSuccessful.png

Fig 11: Request to Close Idea as Successful

 

RequestToCloseIdeaasUnsuccessful.png

Fig 12: Request to Close Idea as Unsuccessful

 

Idea Expiration:

IdeaExpirationNotice.png

Fig 13: Idea Expiration Notice