Log in as the user that created the Send in Bulk transaction.
Last updated on
14 November 2023
Adding reminders to a Send in Bulk parent template
Reminders can be added to a Send in Bulk parent template, generating reminders for all child agreements that are not yet Complete or Canceled.
When creating a reminder for the parent template, there is no option to select which agreements it applies to. All child agreements that are still In Process will be included. If a reminder is needed for a specific child agreement, the agreement can be found on the Manage page (search for the recipient's email address), and the standard process for adding a reminder can be used.
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Navigate to the Manage page.
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Select the Bulk sends filter.
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Select the individual parent template to which you want to add the reminder.
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Select the Remind action to open the Reminders panel.
The Reminders panel contains a list of the existing reminders for the template.
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Select the Add a reminder button at the top of the Reminders panel.
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The Add a reminder overlay displays.
Select the reminder frequency and the recipients that should get the reminder, and provide a note for the recipient to be included in the reminder email.
Selecting "Everyone who still needs to sign" creates a reminder for the current recipient of every child agreement still In Progress. Selecting "Everyone who still needs to sign" creates a reminder for the current recipient of every child agreement still In Progress. -
Select Create when the reminder is configured.
The page refreshes to display a success message at the top of the window.
The number next to the Reminders action increments one to indicate the new reminder for the transaction. The number next to the Reminders action increments one to indicate the new reminder for the transaction.
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