Email reminders ensure users update their data. These reminders can be sent manually or automatically on a schedule. Setting automatic email reminders can help you never miss a reminder.
Creating a new email reminder
From the Control Panel click on Automation
Click on Reminders under Notifications & Reminders
Click on the Plus icon
Under Name, enter the name of the new Reminder, in this example, ‘Central Division Dec 2023 Reminder’.
Select the Recipients by marking the appropriate checkbox
You can decide to carbon copy emails in the Copy Emails To
Under Subject, enter the subject, in this example, ‘Central Division Dec 2023 Reminder’.
Please consider the following in the Message field
When customizing the Message text, make sure to leave {FirstName}, {ReportingPeriod}, and {ItemList} intact.
These codes will pull in the relevant information (first name, reporting period, and included elements) for each user receiving the email.
You can also use {fullName} or {lastName} as tokens in the reminder template.
Navigate to the Scorecards tab, you will be able to select the Scorecards to be included
The Status tab will allow you to choose one or more Statuses if necessary, for example, you can remind your users to update all elements that have a status Not Defined and No Information
In the Elements tab, you can select the Elements you want to remind your users to update
The Owners tab allows you to filter by Element owner
In the Dates tab, you can choose the number of Days Since Last Update
The Recipient Preview tab shows a preview of all users who will be sent a reminder, along with which elements will be included
Once you are done with your configuration, click Save
Sending an email reminder
From the Control Panel click on Automation
Click on Reminders under Notifications & Reminders
Click the three dots icon next to the edit Pencil icon
Select Send Reminder
Using the dropdown menu select the Reporting Period
Once you click Send, an email will be sent immediately to the selected recipients.
Scheduling an email reminder
To learn how to schedule email reminders, check out Managing Schedules for further instructions.