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
The reminder schedule divides into two types of rules.
Scheduled Communications
These will be sent using 3 conditions:
- Time (days)
- Date (before or after an event)
- Content Status (request finished, halfway, or empty)
Here’s an example
Days (first condition): you can choose to schedule the reminder for up to 99 days.
Date (second condition)
Content Status
Then, you can choose either an Email Template or an SMS Template.
Next, you choose to send the email to either the Request Owner (the person who made the request) or the Client.
If you’re familiar with your client’s daily schedules, you can select the best time for the reminder to be sent to them.
Remember, the emails will go out using the recipient’s time zone.
Event Notifications
These will be sent using 1 condition:
- Event (when something happens like a field was rejected or the request was completed)
These events are:
For example, if you want to send an email to your clients as soon as you publish the request, use the event notification “Request Published” and point it to your Client.
Another example; if you want to be notified as soon as your client finishes the request, use the Event notification “All fields completed” and point it to the Request Owner.
If you’re ready to start editing or creating your own email templates, check out the whole process here.