What are prospect reminder rules?

There is now the option to create reminder emails, using templates, that can be sent to your 
Prospects at set intervals if they haven’t begun or submitted the data collection form sent to them.


The Prospect Reminders are configured at Onboarding Type level by creating rules that use the date the data collection form was originally sent.

To begin to create Prospect Reminder rules, navigate to the Onboarding Type you wish to create 
rules for and click into the Data Collection stage.

You will now see the below option to Manage Prospect Reminders. This is where you can create, edit and delete new Prospect Reminder rules.