Invitation and Enrollment Email Notifications Overview
  • 11 Dec 2023
  • 6 Minutes to read

Invitation and Enrollment Email Notifications Overview


Article summary

This article outlines the out of the box invitation and enrollment email notifications that are sent as part of a 1:1 Managed Coaching engagement on the Torch platform.

Keep the following in mind:

  • The email content below is accurate for all 1:1 Managed Coaching engagements using the Torch standard template. Email content may vary if the template has been customized for your organization's program.
  • Email notifications will have standard Torch branding by default.
  • Emails are sent from experience@torch.io.
  • All email send timeframes are in calendar days, inclusive of weekends and holidays.

Invitation and Enrollment Emails  

EmailWho & When

Initial invitation


Sent automatically to a participant when invited to a cohort.


Invitation reminder #1


Sent automatically to a participant if they have not accepted their invitation. Sent 2 days after the initial invitation.


Invitation reminder #2


Sent automatically to a participant if they have not accepted their invitation. Sent 4 days after the initial invitation.


“Invite not accepted” action item (Optional send)

This email can be edited and manually sent as a reminder by using the “Action Items” feature.


Complete the match profile reminder

Sent automatically to a participant if their invitation has been accepted, but the match survey has not yet been completed. Sent 2 days after invitation acceptance.


“Match profile not completed” action item (Optional send)

This email can be edited and manually sent as a reminder by using the “Action Items” feature.


Coach recommendations sent


Sent automatically to a participant when coach recommendations are available for selection. 

Note: Participants who are directly matched with a coach are not sent this email. 


Coach selection reminder #1


Sent automatically to a participant if they have been sent coach recommendations but have not yet selected a coach. Recommendations expire 14 days after being sent. This reminder is sent 9 days after initial recommendations are sent (5 days before expiration).  


Coach selection reminder #2


Sent automatically to a participant if they have been sent coach recommendations but have not yet selected a coach. Recommendations expire 14 days after being sent. This reminder is sent 12 days after initial recommendations are sent (2 days before expiration).


Coach introduction


Sent automatically to participant when they select a coach or are directly matched with a coach. 

Note: A similar email is sent to the coach notifying them of their new participant. 


Email content

Initial invitation

Subject: [Company Name] has invited you to a coaching program

Content:

Hi [Participant First Name],

Congratulations! [Company Name] is investing in your professional development and has invited you to participate in the [Program Name] program as a coachee.

As part of Torch coaching, you'll be matched with a Torch coach who is aligned with you goals and learning style. Over the next several months you'll meet with your coach about twice a month. Your coach will help you set and work towards leadership goals, learn from new experiences, and become an even better leader.

People who receive coaching are more likely to:

  • Find purpose and meaning at work
  • Be able to influence down, across, and up at their organization
  • Receive exceptional ratings on their performance review

Begin onboarding [Button, hyperlinked]


Invitation reminder #1

Subject: Reminder: [Company Name] has invited you to a coaching program

Content:

Hi [Participant First Name],

Reminder - [Company Name] has invited you to participate in the [Program Name] program as a coachee.

As part of Torch coaching, you'll be matched with a Torch coach who is aligned with your goals and learning style. Over the next several months you'll meet with your coach about twice a month. Your coach will help you set and work towards leadership goals, learn from new experiences, and become an even better leader.

People who receive coaching are more likely to:

  • Find purpose and meaning at work
  • Be able to influence down, across, and up at their organization
  • Receive exceptional ratings on their performance review

Begin onboarding to learn more!

Begin onboarding [Button, hyperlinked]


Invitation reminder #2

Subject: Final reminder: Don't miss your chance to get a coach

Content:

Hi [Participant First Name],

We wanted to remind you one last time that [Company Name] has invited you to participate in the [Program Name] program as a coachee.

This is a great opportunity to level up your leadership skills that [Company Name] does not want you to miss out on.

Please complete your onboarding so you don't miss out on your chance to choose a coach.

As part of Torch coaching, you'll be matched with a Torch coach who is aligned with your goals and learning style. Over the next several months you'll meet with your coach about twice a month. Your coach will help you set and work towards leadership goals, learn from new experiences, and become an even better leader.

People who receive coaching are more likely to:

  • Find purpose and meaning at work
  • Be able to influence down, across, and up at their organization
  • Receive exceptional ratings on their performance review

Begin onboarding to learn more!

Begin onboarding [Button, hyperlinked]


"Invite not accepted" action item (Optional send)

Subject: Get started with your coaching program

Content:

Hi [Participant First Name],

I hope this email finds you well! You were recently invited to participate in a coaching program run by Torch; however, it looks like you haven’t accepted the invite yet.

If you would like to participate, please click the button below to get started.

Get started here [Button, hyperlinked]


Complete the match profile reminder

Subject: Action required: Complete your coaching match profile by tomorrow

Content:

Hi [Participant First Name],

We wanted to remind you that you have been invited to participate in a Torch 1:1 coaching program.

This is a great opportunity to uplevel your leadership skills. Don't miss your chance to get a coach!

Remember, people who receive coaching are more likely to find purpose and meaning at work, be able to influence down, across, and up at their organization, and receive exceptional ratings on their performance reviews.

Complete your enrollment before it's too late!

Survey 

Complete your match profile

Let's finish this [Button, hyperlinked]


"Match profile not completed" action item (Optional send)

Subject: Want to get matched? Fill out your match profile

Content:

Hi [Participant First Name],

Remember to fill out your match profile survey in [Coaching Program Name] so we can find you a great match.

Complete match profile [Button, hyperlinked]


Coach recommendations sent

Subject: Time sensitive: Your Coach options are ready!

Content: 

Hi [Participant First Name],

Based on your match profile, our matching team has hand-picked a few coaches we believe could be great partners for you.

It's now time for you to review your coach options, learn about their backgrounds, and select a coach to begin your coaching. You have until [Expiration Date] to select a coach. If you don't select a coach, you will not be able to start your coaching program.

See coach options [Button, hyperlinked]

Thanks!

- The Torch Team


Coach selection reminder #1

Subject: Time sensitive: You have 5 days left to select your Coach

Content:

Hi [Participant First Name],

Based on your match profile, our matching team has hand-picked a few coaches we believe could be great partners for you.

Just a reminder: you have 5 days left to review these options and select your coach. If you do not select a coach, you will not be able to start your coaching program.

See coach options [Button, hyperlinked]

Thanks!

- The Torch Team


Coach selection reminder #2

Subject: Time sensitive: You have 2 days left to select your Coach

Content:

Hi [Participant First Name],

Based on your match profile, our matching team has hand-picked a few coaches we believe could be great partners for you.

Final reminder: you have 2 days left to review and select your coach. If you do not select a coach, you will not be able to start your coaching program.

See coach options [Button, hyperlinked]

Thanks!

- The Torch Team


Coach introduction

Subject: Introducing your new coach: [Coach First and Last Name]

Content:

Hi [Participant First Name],

We're thrilled to inform you that you have successfully completed your onboarding for [Company Name]'s [Program Name] coaching program, and you have been matched with your new coach, [Coach First and Last Name]!

[Coach First Name] is eager to start working with you and help you develop your leadership skills. To get started, please log in to Torch and schedule your first coaching session with [Coach First Name]. During your first session, you will have the opportunity to get to know each other and discuss your goals and expectations for your coaching partnership.

Congratulations on taking this important step towards your personal and professional development. We are confident that you will benefit greatly from this coaching program and wish you all the best on your journey!

If you have any questions or concerns, please don't hesitate to reach out to us.


[Image of Coach]

[Coach First Name and Last Name]

Torch Coach

Time Zone: [Coach's Time Zone]

Language: [Coach's Language]

Get started on your program [Button, hyperlinked]



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