Overview
Automated reminder emails allow Event Temple to automatically follow up with customers on sent proposal documents and contracts based on a configurable schedule. This removes the need to manually create follow-up tasks or workflows to chase signatures. Once enabled, reminder emails are sent automatically from noreply@eventtemple.com when the required conditions are met.
How Automated Reminders Work
You can configure how many reminder emails are sent (up to three) and when each reminder should be sent relative to the document’s due date. Event Temple evaluates eligible documents daily and automatically sends reminder emails when the configured timing and conditions are met.
Configuring Reminder Settings
To enable automated reminder emails, go to Settings → Organization → General Settings and scroll to Customer Notifications.
Users with permission to manage Organization General Settings can enable document signature reminders and configure when reminder emails should be sent. Once saved, Event Temple will automatically send reminder emails to customers based on your configuration, with no manual follow-up required.
You can configure up to three reminder emails per document. Each reminder is sent based on a date offset relative to the document’s due date and will be triggered when the configured offset matches the current date.
Reminder Email Details
Reminder emails are sent to the booking’s primary contact and are delivered at 8:00am in your local time. A reminder email will be sent only if all of the following conditions are met:
automated reminders are enabled in Organization General Settings under Customer Notifications
the document status is Sent
the document has a due date
the document includes an unsigned client signature element
and one of the configured reminder offsets matches the current date relative to the due date.
If any of these conditions are not met, the reminder email will not be sent.