How to add email reminders while distributing a form?
UpRaise allows form distributor to add email reminders while distributing the form. On the distribution page, reminders section lets you add maximum 9 reminders to prompt users who are involved in the process and have not completed the form. Navigate to the distribution page. Click on reminders section Click calendar icon select different dates. As shown in the image below, you can notice email contains the a short message that reminds user to complete the form. 'Q2 Performance Review' is the template name & 'Sales Team Q2 Reviews' is the distribution name. Link will direct non-admin user to the view form page whereas admin user will be directed to view responses page. Date contained in email is the process end date of the form. Reminder dates should fall in between (distribution date + 1 day) & (process end date - 1 day).How to add reminders?
What information will be sent in email reminder?
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In this section
- Concepts - Review Forms, Templates, Distributions, Workflows
- How can I delete a distribution?
- How can I schedule a distribution?
- How do I create, edit & delete a template?
- How to print a completed form?
- How to add email reminders while distributing a form?
- Where to check number of distributions and their statuses?
- How to create section wise weighted forms?
- How to use the form builder?
- What are the open, close actions on a distribution?
- What are the different statuses of a distribution?
- What type of questions can be added using the form builder?
- How to extend the due date of the distribution?
- How to clone a template?
- How to export the distribution to Excel?
- How to rename a template?
- How to categorize a template?
- Bulk importing users to a distribution via Excel upload