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Reminder Templates

Alexis Butts
  • Updated

 

Overview

  • Setup Reminder for Scheduled Events
  • Linked user will get an email about Events they are registered for
  • Create Multiple reminders for one event so they can get one when there is a week or a day left before the event!
  • A simple way to ensure no one misses mandatory learning!

 

If you would like to know about Understanding the Schedule/ Calendar Section, please click the links!

 

What is Covered

  • Finding the Reminder Templates Page
  • Link a pre-existing template
  • Create a reminder Template
  • Reminder Template fields explanation
  • Extra Information
  • Useful Links

 

Reminder_1.PNG

 

Finding the Reminder Template

Go to Menu--->Schedule/ Calendar---> Reminder Template

 

Link Pre-existing template

To link an already created template you will click the square plus button on the right-hand side of the Not Linked box.

 

Creating a Reminder Template

To create a reminder template that you can add to a scheduled item, in the Linked Reminder Template box, select +Add New Reminder Template To Scheduled Item 

Enter a name for the Reminder Template and press Save

Next, the page below will appear.

Reminder_3.PNG

Here is an explanation of the fields above:

  • Number Value (12 (days), 30 (mins), 1 (hour))
    • This will define the time frame value. 
  • Time Frame Value (seconds, minutes, hours, days, and months)
    • This gives units to the number value field
  • Time Period Value (before, after)
    • If the time is set to 30 mins before, the reminder will be sent 30 minutes before the Scheduled Item.
    • If the time is set to 30 mins after, the reminder will be sent 30 minutes after the Scheduled Item.
  • Email Template to Send
    • Reminder Templates use email templates
    • When you press the box a list of all your email templates will show up.
    • Select the one you would like to use in your reminder.

 

Extra Information 

You can add multiple reminders for a Reminder Template. You could put a week out (7 days), then one day, and then 30 minutes so users get 3 reminders altogether.

 

On the right-hand side of the page, there is a box that says Linked Scheduled Items. Here you can link Events on the Calendar to your reminder templates

 

Once you are done creating be sure to press the SAVE button!