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  1. Nexudus
  2. CRM
  3. Reminders

Managing Reminders

Learn how to create, edit, and delete reminders in Nexudus.
Reminders let you to automate some communication with your to customers based on scenarios. Nexudus automatically sends messages to members and contacts when a condition you've defined is met. 

Creating Reminders

  1. If the side menu is not visible, click .
  2. In the side menu, click CRM > Reminders.
  3. Click Add reminder.
  4. Give your reminder a name.
  5. Select the location where the reminder should apply from the Location dropdown list. 
  6. Select a reminder trigger from the When to show the reminder dropdown list.
  7. Select Send a canned message from the How to send the reminder? dropdown list.
  8. Select a message macro from the Message Macro dropdown list. 
  9. Select the type of customer who should receive the reminder in the Which type of customer should trigger the reminder? section.
  10. Click Send reminder to customer's email address.
  11. Click Save.

You've successfully created a new reminder. 

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New reminder form

Editing Reminders

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

  2. Click CRM > Reminders.

  3. Click the reminder you want to edit.

  4. Make the necessary changes to the reminder record.

  5. Click Save changes.

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Editing a reminder
 

Deleting Reminders

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

  2. Click CRM > Reminders.

  3. Click the    icon next to the reminder you want to delete and click Delete.

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You can also click on the reminder and click Delete at the bottom of the reminder's record page.
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Deleting a reminder
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