reminder alerts to reporters (for profile fields)

TABLE OF CONTENTS

• Reminder Alerts to Reporters
• Staff Permissions
• Preparing Your Reminder Messages
• Updating Individual Fields: Turning on Reminders
• Updating More Than One Field: Turning On or Deleting Reminders

Video Support

Reminder Alerts to Reporters

Wouldn't it be great if the system sent automated texts and e-mails to members who need to sign docs, upload files, or share their t-shirt size with you?  Now you can schedule those automated reminders!

Staff Permissions

Only staff given a Staff Role with the following permissions will be able to control Reminder Alerts to Reporters: 

• Reporter Account Management: Create and Manage Fields; and 
• Communications: Manage Automated Announcements Sent to Staff and Reporters

Preparing Your Reminder Messages

Follow these steps to update the Reporter Profile Completion Reminder messages.

1. On the left, in your Mission Control, click Communications Portal.
   
   
2. On the right, use the More drop-down menu and select Customize Messaging.
   
   
3. Find the panel called Reporter Profile Completion Reminders and click either: 
   • E-mail Alerting Reporters When a Field Needs to be Completed
   • Text Message Alerting Reporters When a Field Needs to be Completed
     
     
4. Follow these steps:
   
   

Updating Individual Fields: Turning on Reminders

You can edit individual fields and enable reminders. Here's how: 

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. Find the field you'd like to edit and click it. A window will open.
    
5. Next, if you have turned on "Allow reporters to edit this field on their profile page..." decide if you would like to add Reminder Alerts to Reporters.
   To turn on E-mail Alerts and/or Text Message Alert, click Use. Then, set the first reminder date and final reminder date. If no final date is selected, reminders will be sent until the field has data.
   
6. Scroll to the bottom and click Update to save your changes.  

Updating More Than One Field: Turning On or Deleting Reminders

To quickly turn on or off reminders, follow these steps:

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. On the top-right, click Manage Fields.
   
   
5. Find the column called Using Reminder Alert.
   
   
6. To enable reminders for a field, the field must have the permissions "Allow reporters to see/edit this field on their profile page..." If this is not selected, the Using Reminder Alert checkbox will be disabled. 
   
   To enable this, simply click the field and in the window find the section called Reporter Profile Page Access and select both the these options. 
   
   
   Then click Update. 
   
   
7. When a checkbox under Using Reminder Alerts is available, simply click.  A window will appear.
   
   
8. Click the Use links. Then, set the first reminder date and final reminder date. If no final date is selected, reminders will be sent until the field has data. 
   
9. To edit or cancel reminder alert, uncheck the box under Using Reminder Alert. The reminder will be deleted and no more messages will be sent.