> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/communications/reminders.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

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](../organisation/organisation-emails.md)
- [Email logs](email-logs.md)