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Sending Reminders to Individuals or Groups

The Remind function is essential for encouraging respondents to complete their tasks and sharing project updates and can be used on both the Respondents or Task Completion views.

If the respondent has enabled push notifications, the Reminder is sent directly to their phone (indicated by the Phone icon).

Otherwise, the system sends it as an email (indicated by the Envelope icon).

 

Individual Reminders 

  1. Find your participant and click Remind at the right of the screen.
  2. Add your personalized message and click Send.
  3. You can view the Reminder History (all past messages sent) on the right.

 

Group Reminders

  1. Select the participants using the checkboxes on the left side of the screen.
  2. Click the Group Reminder button.
  3. You can send a generic message; the system will automatically populate each participant's first name for a personalised appearance.