Creating and sending reminders

How to create and send reminders 

About reminders

Reminders allow you to automate some interactions with your to customers based on scenarios. 
Reminders let you send messages automatically to space members or contacts when certain conditions are met. For example:‌
 
  • remind a member that their contract is going to expire in a couple of days
  • send a feedback questionnaire a week after a customer signed up to a plan
  • offer customers who haven't booked in a while a discount to make them book resources again

Adding a reminder

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Reminders.

  3. Click Add reminder.

  4. Complete the required fields (see the table below for a description of each reminder option).

  5. Click Save.

new_reminder.pngAdding a new reminder
 

Option

Description

Name

Enter a short description of the reminder

Location

If you manage more than one space from your Nexudus Spaces account, select from the drop-down list the location of the space that is going to use the reminder

When to show the reminder?

You can select from these options:

  • At a fixed date
  • A number of days after member/contact signs up
  • A number of days after member plan is renewed
  • A number of days before member plan is renewed
  • On the day of the member/contact birthday
  • A number of days before member plan is cancelled
  • After a booking ends
  • A number of days after the user accessed (via web or check-in)
  • After a product is purchased
  • A number of days after an invoice is due
  • The first time someone checks in
  • When someone submits a registration form
  • A number of days before the contract term ends
  • When customer has booked more than 10 bookings in the last 6 months but none in the last month
  • When customer books regularly (more than 4 bookings in the last 4 weeks, at least one in the last 7 days)
  • When a regular booker stops booking (more than 10 bookings but none in the last 6 months)
  • When a customer booked once but not again in the last month
  • When the first invoice is paid

What to do then?

You can select from these options:

  • Send a message macro with a customised message based on a template.

  • Send an email (enter an email address if you want to send the reminder to that address only. If you don't enter an email address, the reminder will be sent to the customer)

Who should receive this reminder?

You can select either option in each pair of options. First pair of options:

  • Send this reminder based on data of all contacts

  • Send this reminder only based on the data of one contact (a box is displayed from which to select a contact)

Second pair of options:

  • Send this reminder based on data of all members

  • Send this reminder only based on the data of members in specific plans (a box is displayed from which to select a plan)

Editing a reminder

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Reminders.

  3. In the list of reminders, click the name of the one to edit.

  4. Make the necessary changes (see the table above).

  5. Click Save changes.

reminder_edit.pngEditing a reminder
 

Deleting a reminder

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Reminders.

  3. At the end of the reminder you want to delete, click . A pop-out menu is displayed.

  4. Click Delete.

  You can also click on a reminder and delete it from the edit screen.

reminder_delete.png
Deleting a reminder
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