Channeltivity has a user-friendly reminders engine that makes it easy to configure Automatic Email Reminders. The reminders currently available include:
- Updated Documents
One or more documents in the library that you have permissions to have been updated. Users are only notified about documents that are assigned to the Groups they belong to.
- Deal Action Required
One or more of your Deals have the "Action Required" flag set.
- Expiring Deals
One or more Deals are expiring in the next N days.
- Expired Deals
One or more Deals expired in the last N days.
- Deal Not Updated
One or more of your Deals haven't been updated in the last X days.
- Lead Not Updated
One or more of your Leads haven't been updated in the last X days.
- Unopened Lead
You have one or more unopened Leads.
- New MDF Funds Available
You have been issued additional MDF funds.
- MDF Balance Report
A summary of your current MDF balances.
- Expiring MDF Balances
One or more MDF Balances will expire in the upcoming days without your action.
- Expiring MDF Requests
One or more MDF Requests will expire in the upcoming days without your action.
- MDF Request Not Updated
One or more of your MDF Requests haven't been updated in the last X days.
- Expiring Certification Completions
One or more Certification Completions are expiring in the next N days.
- Expired Certification Completions
One or more Certification Completions expired in the last N days.
Configuring Automatic Email Reminders:
Admins can configure Automatic Email Reminders globally by going to Settings > Email > Automatic Email Reminders. In the Settings section, specify the time of day that you want the Reminders to go out and customize the email subject line.
Scroll down to the Automatic Email Reminders section and use the Actions buttons to enable/disable, configure, and preview Reminders.
Select the "Modify Settings" option in the Actions menu to specify the following:
- Reminder time period
- Description (The description will appear in the Email Reminder sent to Users)
Once the Reminders are enabled in the portal, Users can update their individual Email Settings by clicking on their profile > Email Settings > Update Email Settings.
From the Update Email Settings page, they can disable the Reminders by unchecking the "Enable Email Reminders" checkbox. They can also change the frequency for each Reminder.
Testing Automatic Email Reminders:
You can test your reminders by scrolling down and using the test functionality:
Can I customize the Reminder templates?
No, but you can add text/special instructions to Reminders by updating the Description field when configuring a Reminder.
How does the Updated Document Email Reminder work?
It's a single email that captures all of the updated/new documents added to the Library within a specific time frame. Users are only notified about documents that they have permissions to view.