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How do I create my own reminder schedule?

Contents

When you create a request, you choose the reminder schedule that goes with it. So, for example, for a client who seems to need a bit more ‘prompting’ to provide content, you might want to create a more aggressive reminder schedule to ensure they keep on top of everything. On the other hand, you may also wish to create a lighter reminder schedule for clients on the opposite side of the spectrum. The freedom to tailor reminder schedules to your clients’ needs is at your disposition.

Reminder Rules

There are four parts to any rule. Here’s an example

[2] [days after the request is published], if [no fields are filled out], send [the first prompt]

So:

  1. Number of days
  2. After the request is sent / before the due date / after the due date
  3. If no / some / all fields filled out
  4. Send [Email]

Some examples:

  • If after 3 days, the client has not filled out anything, send them a reminder
  • If after 7 days, the client has not filled out anything, send them a stern warning
  • If after 7 days, they have filled out something, thank them and encourage them to keep going
  • Send a warning 7 days before the due date if not all fields completed
  • Send a final reminder on the due date to say their project will be delayed

If desired, the emails you send to clients can also be customised and personalised through the email template system.

Updated on September 17, 2020

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