Clicking into the option shown in the image above to Create a new prospect reminder will take you to the below configuration screen.
Here you can create a reminder rule based on the following elements. It will likely be necessary to create a series of reminders to maximise the response from your prospect population. NB. If a
prospect no longer fulfils the criteria set in the rule (ie. They respond to the reminder and
successfully submit the data collection form; they will no longer be sent any subsequent reminder emails).
Reminder Type
This selection has two options. Unopened Data Collection Form and Unsubmitted
Data Collection Form. The system will check the sent and read receipts against those data collection forms that have been submitted to identify which Prospects should receive the reminder you are configuring. This allows Reminder rules to be created for each population independently
Elapsed Days
This selection sets the date upon which the Reminder you are creating will be sent to
the Prospect. The elapsed days start from the data collection form send date. This will be specific to the Prospect and will only take into consideration Prospects that have their data collection forms sent after the Prospect Reminder rule has been created. The elapsed days option is a list from 1-365, allowing you to create reminders for your Prospect population that can be sent out at any time in the year following their initial creation date.
Status This selection option allows you to create rules that are inactive, for use later. Turning a rule from inactive to active will mean that the Prospect Reminder that the rule is configured for will then be sent out. The rule will still be taking into consideration any Prospect that had its data collection form sent out from the date the rule was created, not when it was made active.
Similarly, if a rule is temporarily not required it can be turned from active to inactive to disable the Prospect Reminders from being sent. This will not alter the calculation of the Elapsed Days, should you wish to make the rule active again at a later date.
Email Template
To send out Prospect Reminders you will need to have an email template selected.
There is no upper limit on the number of Prospect Reminder email templates you can create, but
each needs to be associated to the Onboarding Type you are configuring the rule for. Associating email templates is done on the initial page of the Onboarding Type configuration, as shown below.
There will likely be a need to create different email templates for the different rules, as messaging your Reminder correctly for the action you require your Prospect to take is crucial to successful
response
Once you have created your email templates and associated them to the Onboarding Type you are configuring your rules for, you can create the rule with the correct email template.
You will see the emails associated with the Onboarding Type in the Email Template drop-down, as shown below.
Once you have selected the correct email template you can edit as appropriate. You can then create your Prospect Reminder rule by clicking the orange button.
In the example Prospect Reminder rule shown above any unopened data collection forms sent out using this Onboarding Type will receive a Reminder email 14 days after their data collection form was sent.