Before you start
Prepare the right information
- Know which event should trigger the reminder and what the email should say.
Workflow
Complete the task step by step
- 1
Open Reminders.
- 2
Choose the reminder type.
- 3
Choose a plain send time such as 1 day before or 2 hours before.
- 4
Write the subject line and message body.
- 5
Turn the rule on and save it.
Expected result
What success looks like
The email reminders workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- Keep reminder copy transactional and helpful. Do not use lesson reminders as marketing emails.
Important
Keep these boundaries in mind
- Keep reminder copy transactional and helpful. Do not use lesson reminders as marketing emails.