Acting on a Laudio Recommendation: Send a Message

Send a message to one of your team members based on a Laudio Recommended insight. Simply click Send message and follow these quick steps to reach out with a recognition or a check in. 

  1. Select “Send message” under the recommendation.Acting on a Laudio Recommendation- Send a Message_IMG1

  2. Choose whether to send the message via email or text (where available)Acting on a Laudio Recommendation- Send a Message_IMG2

  3. Use the pre-populated text, edit as you would like, or use a templateActing on a Laudio Recommendation- Send a Message_IMG3

  4. Optional: Add an attachment, Ecard, or linkActing on a Laudio Recommendation- Send a Message_IMG5

  5.  Optional: Add/change message such as Action Category, Workflow, Tags, and reminders  Acting on a Laudio Recommendation- Send a Message_IMG6
  6. Click “Log in Profile & Proceed to Outlook” to automatically open this message and its contents in an Outlook email windowActing on a Laudio Recommendation- Send a Message_IMG7
  7. Paste your ecard into the email (if applicable) and send from Outlook. You may add your signature from this step or set a delay on this message so that it is delivered later

Acting on a Laudio Recommendation- Send a Message_IMG8