How to Configure Assessment Reminder Emails and SMS Notifications
Keep candidates engaged and improve assessment completion rates by customizing reminder notifications and configuring reminder schedules for both email and SMS.
Before you begin
- You must have Admin or Owner access to your Testlify workspace.
- To configure SMS reminders, your workspace must have an active SMS notification plan.
Access Notification Settings
- Click the Settings icon in the top-right corner of your Testlify workspace.
- Select Notification from the left-hand menu.
- Scroll to the Notifications to test takers section and locate Reminder.
- Click the three-dot menu (⋯) next to Reminder to access:
- Customize email — Modify the reminder email template sent to candidates.
- Set email frequency — Configure when and how often reminder emails are sent.
- Set text frequency — Configure SMS reminder schedules.
Customize the Reminder Email Template
Personalize the reminder email sent to candidates who have not completed their assessment.
- Go to Settings → Notification.
- Click the ⋯ menu next to Reminder and select Customize email.
- Edit the following fields:
- Subject Line
- Email Body
- Dynamic template tags (candidate name, workspace name, assessment link)
- Click Save.
Tip: Use Send test email to preview the notification before it goes live. Select Reset to default at any time to restore the original template.
Configure Email Reminder Frequency
Control when reminder emails are sent and how many follow-ups candidates receive.
- Go to Settings → Notification.
- Click the ⋯ menu next to Reminder and select Set email frequency.
- Configure the settings below, then click Save.
| Setting | Description |
|---|---|
| Send first reminder after | Number of days after the assessment invitation is sent |
| Send follow-up reminders every | Frequency of additional reminder emails |
| Stop after | Maximum number of reminders to send |
Example: First reminder after 2 days → follow-up every 3 days → stop after 5 reminders.
Configure SMS Reminder Frequency
When SMS notifications are enabled, configure text message reminders independently from email reminders.
- Go to Settings → Notification.
- Click the ⋯ menu next to Reminder and select Set text frequency.
- Configure the settings below, then click Save.
| Setting | Description |
|---|---|
| Send first reminder after | Number of days after invitation |
| Send follow-up reminders every | Frequency of additional SMS reminders |
| Stop after | Maximum number of SMS reminders |
Best Practices
- Send the first reminder within 1–2 days of the invitation.
- Schedule follow-up reminders every 2–3 days.
- Limit total reminders to avoid overwhelming candidates.
- Personalize reminder emails with your company branding and messaging.
- Use both email and SMS reminders (where available) to maximize completion rates.
Notes
- Reminders are only sent to candidates who have not yet completed their assessment.
- Email and SMS reminder schedules are configured independently.
- SMS notifications require an active SMS notification plan.
- Customized templates apply to all future reminder notifications from the workspace.
Need help? Contact support.