How to Create a Reminder

If a set of documents have an action that Investors must complete by a certain date, then an email can be scheduled to send to the Investors to remind them of that action. Reminder emails can be created when creating a Campaign. A reminder cannot be created without first creating an initial campaign email.

Steps

1. In the left navigation pane, click ‘Portal Uploads’.
2. Find the Document Package for which a Campaign is needed, then click it to open package’s Document Package Details page.
3. In the top right corner, click ‘Create Campaign’.
4. Complete all of the required Campaign fields. 
5. Scroll down to the ‘Add Reminder’ section and click “Add a Reminder”. The details 
6. Click ‘Add Recipients’. An overlay will open that displays all authorised contacts who have access to the document this Campaign pertains to. 
7. Click ‘Select All’ to select all recipients or double click the checkbox to add or remove recipients.
8. Click ‘Add Recipients’.
9. Give the Reminder a name. This is only for internal organization, the contacts will not see the Reminder name.
10. If using an email template, one can be selected using the Template dropdown. Campaign Templates can be created in Notification Settings: see How to Create a Campaign Template for more information.
11. Short tags can be inserted into the subject and body of the Reminder and when sent their values will populate. 
12. Enter a subject for the Reminder, this will be displayed in the email subject field.
13. Enter the message body of the Reminder.
14. If desired, add attachments by dragging and dropping or by clicking ‘Select Files’.
15. To save the Reminder and return to it later, click ‘Save as Draft’.
16. To proceed, click ‘Preview Campaign’. Both the Communication and Reminder will be displayed on the Preview Page.
17. To view recipients, click ‘X Recipients’.
18. To view any attachments, click ‘View’ next to the attachment and the file will be downloaded to your machine. 
19. To send yourself a test message, click “Action” and select “Send Test Message” in the dropdown. Enter the desired test recipient’s email address and click “Send”.
    1. One sample email will be sent to the designated address. 
20. To submit for the Campaign for review, click ‘Submit for Review’.
21. Choose to submit the campaign to a specific reviewer by clicking ‘Specify Reviewer’ and selecting a user from the dropdown. Or, if a default reviewer is specified, leave the overlay as is. 
22. Click ‘Submit for Review’.
23. The Reviewer will be notified.