Reminders Settings
  • 14 Nov 2022
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Reminders Settings

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All new and existing reminders have an array of settings divided into tabs that let you manage your reminders.

Details

This tab lets you manage all the reminder's details, including its trigger and delivery method.

Location

Location from which we send the reminder to the relevant customers, based on your settings under the Customers tab.

Send to all locations within [your location name]

This toggle lets you send the reminder to all relevant customers in any child location if you select a network location as the reminder's Location.

Reminder name

Name of the reminder. Only admins can see this name.

When to trigger this reminder

This setting lets you select which customer action should trigger the reminder. You can currently choose from the following triggers:

How to deliver this reminder

You choose one of the following content options for reminders:

- Send message macro with your own content

The message macro option pulls the selected macro's content and send it to the relevant customer via email when the reminder is triggered.

- Send a Surveys

The survey option pulls one of your surveys and sends it to the relevant customers via email when the reminder is triggered.

- Send alert from Nexudus

The Nexudus alert option automatically sends a message that include reminder's name and the user's details via email.

Don't use this reminder for customers as it won't contain any actionable information for them.

This delivery option is best suited for internal reminders that are only sent to a specific email address defined in the reminder's Audience tab.

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Customers

This tab lets you control which customers should trigger the notification. You can choose from the following options:

  • Disable reminder
    The reminder is never sent to anyone but you can keep it in your account in case you need it again.
  • For all members (customers with an active contract)
  • For all contacts (customers with no active contracts)
  • For all customers
  • For all customers in specific plans
  • For a single customer

Audience

This tab lets you control which email address should receive the reminder.

Send to the customer's email address

This option automatically sends the reminder to any customer included in the subset you defined in the Customers tab.

For example, if you send a reminder after bookings end for all members, any member who books a resource will receive the reminder via email shortly after their booking ends.

Send to specific email address

This option automatically sends the reminder to the email address you've added to the field.

For example, you defined a reminder after bookings end for all customers and added the cleaning team's email so that they receive the reminder via this email shortly after customer bookings end.

This option is better suited for admin reminders.

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