Within UpMail, you have the capability to create reminders that automatically trigger emails, serving as prompts to take action on specific emails or templates.
Creating Reminders for Emails
Reminders can be created by going to the Emails section and clicking on the specific email you'd like to set the reminder for.
Select the 'Reminder' button.
Select a date and time for the reminder and enter a message, then click 'Save'.
Once saved, you will see that the reminder is set.
The reminder will be delivered to your email inbox on the specified date/time, similar to the example below.
Please note that reminders can only be created for emails that you have personally sent.
Creating Reminders for Email Templates
UpMail Champions have the ability to create default reminders for templates by accessing the Template Settings. The settings can be accessed through two methods.
The first, by clicking the cog icon located in the bottom left corner of the template preview within the main template gallery.
Alternatively, by clicking the 'Settings' button within the email composer.
Both options will take you to the Template Settings page. From here, you can select the number of days to set the default reminder and enter in a default reminder message. There is also an option to allow users to change the default reminder.