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Creating a reminder automation

Updated yesterday

You can use Rosterfy automation to create a reminder when users have not completed an action that you require.

The below example is to setup a registration reminder:

2. Click Settings

3. Click Advanced and select Automations

4. Click Create

5. Add the automation reminder name and select the automation task. The below image is using a register task for after account creation).

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6. In the delay select when you would like the reminder email to be sent. The below example is for 2 days (48 hours)

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7. After saving add a Action

8.Select Email Action

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9. Click Rules tab and add rule which typically should be the last required attribute on the form or information that is essential to determine the application is complete.

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10. Click Options tab to select your email template and click Submit

If you want another reminder you will need to follow the steps above to create a new automation task but changing the delay.

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