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.
Configure 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 to enable/disable Reminders by clicking the Actions button next to a reminder. You can also specify the reminder time period, frequency and recipients by clicking "Modify Settings" from the Actions menu.
Users can enable and disable their individual Email Reminder Settings by going to "Email Settings" in their User Profile menu > Update Email Settings.
They can disable the Email Reminders by unchecking the "Enable Email Reminders" checkbox. They can also change the frequency for each Reminder.
Test Automatic Email Reminders
You can test your reminders by scrolling down and using the test functionality:
Can I customize the Reminder templates?
No, the reminders are not customizable.
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 are assigned to the Groups they belong to.