Best way for follow-up reminders
Hello,
My workflow sends out a webform and asks a group of people to accept the webform to fill out. In the event that no one fills it out - I want to have reminders (specific days) sent out 2nd day, 4th day, and the last reminder sent on the 7th day. If no one fills out the webform on the 7th day then I want the webform routed to another group. Is this possible? Thanks.
Best Answer
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Hi @Michael_742836!
Yes, this would be possible with the option to delay a task and using the Send email action to configure your reminders.
Using your example above, you would configure 3 different Send Email actions, put a 2-day delay on the 1st one, and then depending on your dependencies, another 2-day delay (if dependent on the previous reminder) or a 4-day delay (if dependent on the Send Webform step) on the 2nd one and accordingly for the 3rd one.
I hope this helps!1
Answers
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Hi @Michael_742836 , As @Veronika_128563 said it works for me in real case in-addition you need to add condition , Action status = "Assigned" in each send remainder actions
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Hello @Veronika_128563 and @Arivarasan_184111,
Thanks for your responses. I did set this up this way previously but my condition was wrong since I didn't have the "action status = assigned". I did have another question.
1) How do I include the original webform on the follow-up emails?
Thanks!0 -
Great point @Arivarasan_184111! Thank you for adding that part!
@Michael_742836 have you looked at https://help.catalytic.com/docs/pushbot-reopen-task-and-reset-dependent-tasks/ to accomplish this?0