Add a reminder

Set up reminders to send as emails, texts, or letters. You must create a form (Administration > Forms & Certificates) before it can be used with a reminder.

To learn how form, reminders, and products work together, see Overview: Set up and manage reminders.

See also; Manage reminders, Manage special actions, and Set up combined reminders email.

1. Click your name in the menu bar. Then click Administration.
2. Under General, click Reminders.
3. Click Add New Reminder.
4. In the Add New Reminder window, enter a name for the reminder.
5. Select the form from the Email Form or SMS Form drop-down lists. You can select both types of form.
   Note: If this reminder is included in the combined reminders email, follow the instructions in the yellow box to make changes. The combined reminders email uses a default form—not the form set here, but you can still choose an email form here to use for printing.
6. Select Automatic Reminder Settings.
7. To define the Send Method(s) for automatic reminders, select the method, time, and date the reminder should automatically be sent.
8. Click the plus to send multiple reminders. Add each reminder you need. You can change the form type for each method.
9. Select Save Reminder.