Setting up Delivery Collection Reminders

Occupiers may miss the email notification they receive when you record a delivery for them in Nexudus. You can set up a reminder to automatically remind occupiers to come collect their delivery after a set number of days.

Setting up this reminder is a two-step process.

Step 1. Creating a message macro for the reminder

This message macro is simply the message that occupiers receive then the reminder is triggered. You can customize it using dynamic tokens.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click CRM > Message Macros.

3. Click Add message macro.

4. Add a Subject for the macro.

5. Add your message in the Contents field.

6. Click the Save Changes button.

Now that your message is ready, you can set up the reminder in a few clicks.

Step 2. Setting up the collection reminder

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click CRM > Reminders.

3. Click Add reminder.

4. Name the reminder.

5. Select Days after uncollected delivery in the When to trigger this reminder drop-down list.

6. Define after how many days the reminder should be triggered in the Days after delivery is not collected field.

7. Select Send message macro in the How to deliver this reminder drop-down list and select the message macro you've just created.

8. Click the Save Changes button.

All set! Your reminder will be sent to occupiers who didn't collect their delivery past the number of days you've defined in the reminder.