What is it?
To help your users stay engaged, use notifications to remind them of deadlines or tasks with reminder notifications.
How does it work?
To set a reminder notification, go to the Settings Wheel > Entity Configuration > Entity Configuration. From there, select the entity and the respective date picker field for which a reminder notification should be triggered:
- Activate now the reminder notification by ticking the checkbox of the date picker field (1).
- Choose the time when to trigger the reminder. You are able to select more than one option (2).
Choose who should receive the reminder notification (3):
- Specific users
- User Groups
- User Roles
For adjusting the respective notification template that will be sent to the selected users, navigate to the Settings Wheel > System Administration > Email Templates.
A preview of the default email template is provided below.
You can also use the reminder notifications in combination with a workflow. In this case, you can tie a date value change to a click on an action button. The date will be updated and, thus, the reminder notification time as well.