This escalation occurs when:

  • the participant has not taken appropriate onboarding action, 21 days have passed since they received the invitation.

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1. In the Programs dashboard, scroll down to Escalations.

2. Click on the row titled, Past due

3. A list of participant info and actions to take are listed.

4. We suggest discussing next steps (for example, consider replacing the participant with someone new) with your customer success manager.

5. In order to clear the escalation from your list: in the column titled, Suggested Action, click Dismiss to dismiss the notification, or click the downward arrow and Snooze it for 3 days.

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