Reminders

An email reminder is sent automatically a set time before or after a date. Each reminder emails each person once for each record. Reminders are listed under Email Reminders on Communicate > Email templates.

Create a reminder

1. Go to Communicate > Email templates and select New Email Reminder.
2. Choose the Workflow first: Grants, Applications, Offers, Assessments, Milestones or Contracts. The timing and options that follow are the ones it allows.
3. Under When to send, set the Number, the Unit (days, weeks or months), Before or after and the Reference date, for example 7 days before the closing date.
4. Set the workflow's options, for example the Application target, Only notify applicants who have not yet submitted an Application, or who to Send to.
5. Under Limit to, choose the funding categories, contract categories or assessment rounds it applies to. Leave a list empty to include every one.
6. Write the subject and body. The personalisation tags for the workflow are listed.
7. Save the reminder.

The list shows what each reminder sends, when, to whom and what it is limited to. The words in a reminder follow your organisation's own term if you've renamed it.

Change or delete a reminder

Select Edit to change a reminder. Its workflow cannot be changed; create a new reminder instead. Select Delete to stop it. Emails it has already sent stay in Communicate > Email log.

A reminder whose categories and rounds have all been deleted is marked Inactive and sends nothing: edit it to choose again, or delete it.

See also

• Organisation emails
• Email logs