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Schedule Automatic Reminder Emails

Learn How To Set Up Recurring Required Submission Reminder Emails

Alexander Richards avatar
Written by Alexander Richards
Updated this week

Overview

You can create a customized schedule of up to 3 automated Required Submission Reminder Emails. You will determine at what points before a Participant's reservation these emails will be sent.

FunJoin will check which Participants have incomplete Documents and Smart Forms, and will send out reminders to their connected Customers.

You'll set these up in the Required Submission Reminder Email Template Settings.

You can also Send Reminders in Bulk and Send Reminders For Individual Participants on an on-demand, ad-hoc basis.


Step-by-Step Instructions

Turn On Automatic Reminder Emails

Steps:

  1. Click "Settings" in Top Navigation

  2. Click "Emails" Tab in Side Navigation

  3. Click to expand "Documents & Smart Forms"

  4. Click "Required Submissions Reminder" Email Template to open Edit Template Page

  5. Find Reminders Section

  6. Select Days Prior from First Reminder Dropdown

  7. Select Reminder Time from Dropdown

  8. If Needed: Add More Reminders

    1. Click "+ Reminder" Button to add Additional Reminders

    2. Repeat above Steps to set up an Additional Reminder

Turn Off Automatic Reminder Emails

Steps:

  1. Click "Settings" in Top Navigation

  2. Click "Emails" Tab in Side Navigation

  3. Click to expand "Documents & Smart Forms"

  4. Click "Required Submissions Reminder" Email Template to open Edit Template Page

  5. Find Reminders Section

  6. Select "Never" from Reminder Dropdown

  7. If Needed: Repeat above Step

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