Event Reminders 

An event reminder is a message sent to update the client on upcoming events like a webinar, course, conference, Meeting, etc.

Scenario: If you need to send out a reminder email before 15 minutes of the scheduled Webinars to the Contacts and Hoster(Users of the CRM).

  1. How to Set Event Reminders.

    1. Click on the Calendar short cut icon on the right top corner.

    2. This will open the Listview of the Calendar, click on preferred Event to set Reminders.



    3. This will open the "Details" view of the event click on the Reminders button.
       


    4. Reminder List Pop up will appear, this will show the list of a reminder of the event. To add a new reminder click on Add Reminder button.


    5. Add Reminder Pop up will appear, provide required details and click on the Save Button 

      1. "Send Email Reminder Before", You can set up a time interval for the event reminder email.
      2. "Email Template", You can select Pre-configured event template from the Dropdown 
           

        Check more about the Email Template here




The Email would be sent to all the mentioned contacts and invited users in the event at the mentioned time interval Before the start time of the event.  

  1.  To view the list of Reminders

    1. Go to Listview of the Event and click on preferred Event.
               

    2. This will open the summary view of the event click on the Reminders button.

                         

    3. Reminder List Pop up will appear, this will show the list of a reminder of the event.

                         


  2. To Cancel the reminders 

    1. Go to Listview of the Event and click on preferred Event.

           

    2. This will open the summary view of the event click on the Reminders button.

       

    3. Reminder List Pop-up will appear, this will show the list of a reminder of the event, Click on preferred Reminders Cancel Icon to Cancel the reminder.  



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