How to add email reminders while distributing a form?
Now UpRaise allows form distributor to add email reminders while distributing the form. On distribution page, reminders section lets you add maximum of 9 reminders to prompt users who are involved in the process and have not completed the form.
How to add reminders?
Navigate to the distribution page.
Click on reminders section
Click on set reminders
Add dates on which you want to send reminders.
What information will be sent in email reminder?
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.
User can add maximum 9 reminders, only condition is that the reminder dates should fall in between (distribution date + 1 day) & (process end date - 1 day).
List of reminder dates will be visible on view responses page.
On this page
In this section