Site-wide Email Reminders allow you to easily configure emails that will be sent out to all programs in your site. They are useful for sending general messages to your users to remind them to log in and complete an action. This can include: notifying users of an upcoming deadline, reminding a user to get started on their application/tasks/assignments, or following-up with a user to accept their invitation to join a site.

NOTE: You can also set up Program Specific Email Reminders to send custom emails for each Program and to add additional conditions to who the emails send to.

In this Article...

• How to Configure Site Wide Email Reminders
• Applicant Email Reminders
• Reviewer Email Reminders
• Recommender Email Reminders
• Administrator Email Reminders

How to Configure Site-wide Email Reminders

Site-wide Email Reminders allow you to easily configure emails that will be sent out to all programs in your site. They are useful for sending general messages to your users to remind them to log in and complete an action.

To setup site-wide emails:

1. Click on Settings
2. Click Emails
3. Enter the Notifications tab
4. Select the user you wish to send the reminder to
5. Configure and enable the Deadline & Inactivity reminders for the specific user. All reminders can be set up to send out based on Days or Weeks.
6. Click Save

Applicant Email Reminders

Email	Description
Application stage deadline	Send an email to an applicant prior to a stage deadline if they have not yet submitted their application. Enable Send again if application not submitted to send a second email closer to the deadline
Task deadlines	Send an email to an applicant prior to a task deadline if they have not yet marked the task as complete within their application. Enable Send again if application not submitted to send a second email closer to the deadline This email will send out for all program applicant tasks that have a deadline set.
Application inactivity	Send an email to applicants if no data has been saved to an application after a period of time (i.e. applicant creates an application and does not work on their application for 5 days). Enable Repeat email reminder until the application stage is closed or application is submitted to continuously send the email. For example, every 5 days until the application is submitted. These emails will send out at 9 AM on your site's timezone.
Invitation inactivity	Send an email to applicants after they have been invited to a site and have not yet accepted the invitation.

Reviewer Email Reminders 

Email	Description
Review stage deadline	Send an email to a reviewer prior to a stage deadline if they have not yet completed their review. Enable Send again if review assignments not completed, to send a second email closer to the deadline.
Review assignment inactivity	Send an email to a reviewer after no review data has been saved to their review assignments after a period of time (i.e. reviewer is assigned applications to review and does not work on their assignments for 5 days). Enable Repeat email reminder until the review stage is closed or review assignments have been completed to continuously send the email. For example, every 5 days until the review is complete. These emails will send out at 9 AM on your site's timezone.
Invitation inactivity	Send an email to reviewers after they have been invited to a site and have not yet accepted the invitation.

Recommender Email Reminders 

Email	Description
Recommendation deadline	Send an email to a recommender prior to their recommendation deadline if they have not yet submitted their recommendation. Enable Send again if recommendations not completed to send a second email closer to the deadline.
Recommendation task inactivity	Once a recommender has 'accepted' an applicant's request to provide a recommendation, send an email to the recommender if no data has been saved to the recommendation request after a period of time. Enable Repeat email reminder until recommendation has been completed to continuously send the email. For example, every 5 days until the recommendation is complete. These emails will send out at 9 AM on your site's timezone.
Invitation inactivity	Send an email to the recommender after they have been invited to a site and have not yet accepted the invitation.

Administrator Email Reminders

Email	Description
Program Open Dates	Send an email to a site administrator before a program open date to remind them the program will be accepting applications shortly. Enable Send again to send a second email closer to the open date.
Program Close Dates	Send an email to a site administrator before a program close date to remind them the program is wrapping up and will no longer be accepting applications shortly. Enable Send again to send a second email closer to the close date.
Stage Open Dates	Send an email to a site administrator before any stage's open date within a program's workflow. Enable Send again to send a second email closer to the open date.
Stage Close Date	Send an email to a site administrator before any stage's close date within a program's workflow. Enable Send again to send a second email closer to the close date.
Invitation Inactivity	Send an email to a site administrator after they have been invited to a site and have not yet accepted the invitation.