Customer Voice – Send Reminder Email

This is a new feature that will be rolling out in the near future. Currently, it is in preview while the user interface gets reworked. But in the end the functionality will be the same, enabling a survey project owner to send reminders on demand or schedule them.

Step1: To get to the send reminder feature, select the survey, then click on the Send button. It is visible if and only if you have already sent out the survey. You can’t send reminders for a survey that hasn’t been sent out. Duh! Then click on the + symbol or the Send a reminder button (note this will look different/better in the future)

Step 2 – Select either Send now or Schedule for later

For both the Send now and Schedule for later it will be necessary to set the parameters. The first parameter will be to include only those survey recipients that have had the survey for X number of days and not responded. The second parameter is to include only those that have been sent the survey during a certain time period. This is one of the parts of the UI that will change. Changes coming will make it easier to figure which survey ‘sends’ to include in the reminder.

Note: for a scheduled reminder you will also need to set the date when the reminder is sent out.

Step 3 – Click on Next and you will be presented with the Email template

From here you can either select an existing template or create a new one for immediate use.

Step 4 – Click on Send and the window will close and it will be sent out to all the survey recipients that meet the filter criteria.

Step 5 – Refresh the page and you will be able to see a history and look at any upcoming scheduled reminders.

The post Customer Voice – Send Reminder Email appeared first on CRM Innovation - Microsoft Dynamics 365 Consulting and Marketing Solutions.