Users can set reminders on one-time and milestone communications that have at least one piece of content with required action. These help encourage employee engagement with your communications.

Set reminders for a communication

If the communication does not have required content, then the option to add reminders will be disabled. Required content is any piece of content that requires a user response to progress. This includes questions, survey, and documents by default.

• Note: Messages and media can also be considered required if an After Response delay is set on the content.

 

Reminders can be configured from the Optional Settings section of a new communication's left panel when at least one content piece requires a response and is added to the Content section. To set reminders, complete the steps below.

1. Select + Add next to the Communication Reminders option.
2. In the slide-out drawer that opens, select your Reminder Frequency. To add a custom frequency,
   1. Select + Custom.
   2. By default, Days will be selected. Update this to Weeks, if preferred.
   3. A numerical value box will display. Enter or increase/decrease the value for this custom frequency.
   4. Click Apply.
   5. Repeat these steps for each custom frequency that you want to include.
      • Note: Users can add up to 5 additional custom reminders for a total of 8 reminders per communication.

3. Review and update, if preferred, the Reminder Message. This can include both emojis and the standard set of employee tokens.
4. Click Save.
   • Note: The system attempts to send reminders to the first available channel according to this hierarchy: personal phone > work phone > work email > personal email.

Receiving a reminder

Any employee that was included in the audience of a communication and has not yet completed the entire communication will receive reminders based on the frequency specified during the creation of the communication.

Reminder delivery times

One-time Communication

One-time communication reminders will be delivered according to the frequencies specified in the reminder configuration and at the same time that the original communication was sent.

• For example: A communication sent on a Monday at 8:00 am with reminders 3 days, 5 days, and 1 week later will have those sent out on Thursday at 8:00 am, Saturday at 8:00 am, and the following Monday at 8:00 am.

Milestone Communication

Milestone reminders will only send during business hours. If a reminder is about to send outside of business hours, then it will be postponed until the start of the employee’s next business hours. Since this may cause a delay in sending out subsequent reminders, the system will push back any later reminders with the same cadence set so that they do not send at the same or close to the same time.

Reminder experience on SMS

On SMS, the system will first send the user the reminder message, followed by a separate message containing the content that the user is being reminded about. The employee can then respond to the communication on SMS.

Reminder experience on email

On email, the reminder message and the content that the user is being reminded about will be sent in the same email. An action button will also be included, which links to the dashboard so that the user can complete the document.

View reminder configuration on created communications

To view a communication’s set reminder cadence, open the communication, select the Optional Settings tab, and then select View next to the Communication Reminders setting. A new page of the drawer will open where you can review the reminder frequency and message sent to employees.

• Note: The Communication Reminders setting will only display when a communication has content that requires a response and reminders were set during the communication’s creation.