Send Reminders

Menu

Previously this item comes under Administrator > User Reminder option.

Explanation

Reminder button is used to send email to all users who have submitted or unsubmitted survey or who have not started survey etc.This option will be available on SURVEY page.It will send email to all registered users of specified companies, if user’s are not registerd of particular company then email will be send to Primary_contact_email address. On clicking on Reminder button, u will be redirected to reminder page as below screen.

1. Survey : Select the survey for which companies reminder email should be send.
2. ID : This field holds the ID of the survey.
3. Reminder Template : Select the template on which reminder email should be send for that survey.
4. Add Reminder Template : Will take the user to add notes Page (in which we will add template) under ‘survey_reminder’ group.
5. Edit Reminder Template : Will update the reminder template.
6. Send Categories: There are different categories for which we will send reminder email to users. Categories like < = 25% Completed Survey , < = 50% Completed Survey, < = 75% Completed Survey, > 75% Completed Survey,
   Submitted Survey,Not Started Survey,Unsubmitted Survey,No Registered Users,Everyone.
7. Verify : By clicking Verify button, it will list all users for specific categories to which reminder email should be send.Also Send button will be visible.
8. Send : By clicking Send All button, it will send invitation email to all users which have filtered.Send All button only get visible if we get alteast one participant in filter list.

1. Search : Search existing participants by name or email.
2. Comapany Name : This column will contain name of company.
3. Email : This column contain email of comapanies.
4. Send : Send button in each row allow to send email to individual company. This can be used in case there is a need to resend the invitation or there is a correction in the email address after a but email has been sent.

FAQ's

How can we send emails to the participants based on the progress they have made to the survey?

How can we attach the respective scorecards along with the reminders?

What are the different placeholders that can be used to setup in the reminder email template?

Can the reminders be sent to the users who have not started responding to the survey?