Creating and sending reminders – Nexudus

How to create and send reminders

Reminders allow you to automate message to customers based on scenarios.

Reminders let you send messages automatically to space members or contacts when a certain condition occurs. For example:‌

remind a member that their contract is going to expire in three days' time
use a message to send a feedback questionnaire one week after someone has signed up to the space

Reminder types

The following reminders are currently available on your Nexudus Spaces account, although this list is frequently updated:‌

Following resource use: You can send a message to the person shortly after they've used one of your resources. This reminder is a good way to receive feedback about your services.
Member/contact birthday reminders: Use this reminder to send birthday wishes to your members or contacts.
Following price plan renewal: This reminder sends a message a number of days after the member's contract is renewed.
Following price plan renewal: This reminder sends a message a number of days after the member's contract is renewed.
Following product purchase: You can sell products via the space website. You can use this reminder to send additional information about the purchase.
On a specific date: This reminder can be used to send an announcement on a specific date.
Some days before the price plan cancellation date: This reminder can help you find out why the plan was cancelled, which can be very useful to help you improve your services.
A number of days after the last access to the space website: Sometimes a user may not access their account for a period of time: this could be a sign that something is wrong. They may have had a problem or be rethinking whether to carry on using the space. It's a good idea to get in contact and show that you're interested in how they are.
A few days before the member's price plan renews: Send a notification to the member to remind them that their price plan will be renewed and that an invoice will be created.
A number of days after a member or contact signs up: It's important to find out how the member or contact got on during their first few days in the space.
A number of days after an invoice is unpaid and due.

To add a reminder

If the side menu is not visible, click .
In the side menu, click CRM, then click Reminders.
Click Add reminder.
Complete the required fields (see the table below for a description of each reminder option).
Click Save.

Adding 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 (an additional box is displayed when qualifying information is needed, for example a number of days): At a fixed date A number of days after member/contact signs up A number of days after member plan is renewed On the day of the member/contact birthday A number of days after 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 for
What to do then?	You can select from these options (an additional box is displayed when qualifying information is needed): 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)

To edit a reminder

If the side menu is not visible, click .
In the side menu, click CRM, then click Reminders.
In the list of reminders, click the name of the one to edit.
Make the necessary changes (see the table above).
Click Save changes.

Editing a reminder

To delete a reminder

If the side menu is not visible, click .
In the side menu, click CRM, then click Reminders.
At the end of the reminder you want to delete, click . A pop-out menu is displayed.
Click Delete.

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

Deleting a reminder

Reminder types

To edit a reminder

To delete a reminder

Comments