The reminder email feature ensures users are automatically prompted to complete any pending forms or tasks.
How to Create a Reminder Email
1. Go to the Emails section in your dashboard and select Reminders.
2. Set Options:
– Enable automatic reminders for users with incomplete forms.
– Send reminders to additional users.
3. Choose the Frequency: Select how often reminders should be sent:
4. Schedule the Timing: Specify the time zone, time, and start date for the reminders.
5. Select Forms or Checklists
6. Customise the Email:
– Add the email subject.
– Specify the From Name for the sender’s identity.
– Set the reply-to email address.
– Write the email content: You can use tags to personalise the email.
For example: %%FIRST_NAME%% to include the recipient’s first name. %%INCOMPLETED_FORMS%% to list the forms the user has not completed.
7. Save Your Settings:
• Once everything is configured, click Save to activate the reminders.
How Reminders Work
Reminders will continue to be sent until one of these conditions is met:
• The user completes all the assigned forms.
• The event reaches its end date.
Tracking Reminder Emails
Every reminder email generates a report with key metrics, such as:
• Open rates
• Bounces
To review these reports, go to Emails > Reports.
