1: Launch Reminders
Once the initial email send is done and the reminder email has been created, the reminder emails can be sent to contacts in the recipient list who have not yet completed the survey.
You may send more than one set of reminder emails. After the initial round of reminder emails have been sent out, simply follow the same steps outlined below to send additional reminders to recipients in the list who have not completed the survey.
To send the reminder emails, click on the project in the campaign manager screen and select "Launch Reminders."
Tip: If the "Launch Reminders" action is greyed out it probably means you have not sent test emails for the reminder to the recipients in the seed list. Open the reminder email and click "Send Test Email."
1.1: Review the Campaign Information
A new window will appear with the campaign name and recipient list, including the number of recipients in the list. Review this information before proceeding with the send.
1.2: Seed List
By default the seed list is included in the email send. Uncheck the box if you do not want to include the seed list in the email send.
1.3: Filter by Variable (Optional)
The campaign manager gives you the option to filter your recipient list by a variable, allowing you to send emails to a specific group. This step is optional. Click "Add Recipient List Filter."
Select the variable from the dropdown menu. Then enter how you'd like to filter the chosen variable. To further restrict this filter, click "+AND" and add additional restrictions. To add a second, independent filter, click "Add Filter" and follow the same steps. Once finished, click "Apply Filters."
Once applied, you'll have the option to edit or delete the filter.
1.4: Schedule the Send (Optional)
By default the soft send will occur 20 minutes after "Send Reminder Emails" is clicked. If you prefer to set a specific date and time for the email send to go out, expand the "Schedule Delayed Send" section. This specified time must be set for at least 20 minutes after the time you click "Send Reminder Emails." Click in the field and select the date in the calendar pop-up, then click in the date field to select the exact time of the send and select the time zone from the dropdown menu. The selected date/time will appear in the fields as you adjust them. If a field is left empty the first 10,000 emails will be sent at the default time of 20 minutes and the remainder will be sent after 20 minutes.
If you are sending emails in batches a "remaining" field is included, allowing you to specify the number of remaining emails to send and schedule the date and time they will be sent out.
1.5: Send Reminders
If everything looks correct, click "Send Reminders " to initiate the email send.
Reminder emails are sent to the seed list immediately and a soft send will go out after 20 minutes, if the reminder send has not been scheduled for a specific time and date. The status will display the count-down. This allows time to review the reminder email and cancel the soft send if changes needed. The reminder email send can only be cancelled during the 20 minute count-down, while the send is being prepared. Once the 20 minutes are up the reminder email send cannot be cancelled.
The soft send will go out to the first 10,000 recipients of the reminder email campaign. If the entire reminder email campaign contains 10,000 recipients or less, then the entire recipient list will be emailed in the soft send.
The rest of the reminder email send (i.e., full send) will go out 12 hours after the soft send. The status is displayed in the status column of the email campaign.