Reminders

Contents

    Automatic reminder e-mails can be scheduled for respondents who have not yet completed the questionnaire, with multiple reminders configured using different e-mail templates and mail counts.

    All samples with valid e-mail addresses that have not completed the questionnaire are included, including those who have started but not finished. This status is checked upon sending, not creation.

    Create/edit a reminder

    Reminders can be created by clicking the reminder icon (the icon to the right). A window opens showing a table of existing reminders (if any), along with a button to create a new reminder.

    Clicking the edit icon or the Create reminder button opens a new window (see also the image above). After pressing Save, an email is sent for approval. Once approved, the reminder can be finalized.

    Settings

    The table below describes the different fields in the reminder window.

    FieldDescription
    NameSpecifies the name of the reminder.
    From e-mailSpecifies the sender’s e-mail address.
    DateSpecifies the date the reminder is sent.
    From nameSpecifies the name of the sender.
    TimeSpecifies the time the reminder is sent.
    FilterThe sample filter determines which subset of respondents receives the reminder.
    BCCSpecifies a blind carbon copy (BCC) recipient for the reminder e-mail.
    E-mail reminder countSpecifies the sequence number of the reminder (e.g., 1st, 2nd).
    E-mail templateSpecifies the e-mail template to be used for the reminder.