Step 1 – Access the Mood Module

1. Log in to Zest.

2. From the left-hand side menu, click Mood.

3. Go to the Mood Automations section.

Step 2 – Define the Target

Select the populations concerned by the mood request:

• departments,

• locations,

• teams.

👉 The available options depend on the structure defined in your Smart Org.

Step 3 – Configure the Schedule

• Choose the start date.

• Define the frequency (e.g., weekly).

• If needed, select multiple days of the week.

• Specify the time the mood request will be sent.

Step 4 – Choose the Delivery Channel

Define through which channel(s) the mood request will be sent:

• 📧 Email

• 🔔 Pop-up (if the employee is logged into the application)

Step 5 – Create Multiple Automations (Optional)

If you want to launch mood requests:

• at different times,

• for different scopes,

you can:

1. Click the three dots at the top right of an existing automation.

2. Select Duplicate.

3. Adjust the target, frequency, date, time, and channel.

4. Confirm with the Create button.

An explanatory video is available to recap all the steps.

📹 Video Tutorial:

At any time, you can:

• disable an automation using the associated On / Off toggle,

• reactivate it later without losing the configuration.

Depending on the selected options, employees may receive:

• a mood request email (if email is enabled),

• a pop-up notification (if they are logged into Zest).

👉 Good to know:

If a Slack or Microsoft Teams integration is active, the mood request will also be sent through these channels.

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