Scenario: If you need to send out a reminder email before 15 minutes of the scheduled Webinars to the Contacts and Hoster(Users of the CRM).
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How to Set Event Reminders.
- Click on the Calendar short cut icon on the right top corner.
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This will open the Listview of the Calendar, click on preferred Event to set Reminders.
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This will open the "Details" view of the event click on the Reminders button.
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Reminder List Pop up will appear, this will show the list of a reminder of the event. To add a new reminder click on Add Reminder button.
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Add Reminder Pop up will appear, provide required details and click on the Save Button
- "Send Email Reminder Before", You can set up a time interval for the event reminder email.
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"Email Template", You can select Pre-configured event template from the Dropdown
- Click on the Calendar short cut icon on the right top corner.
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To view the list of Reminders
- Go to Listview of the Event and click on preferred Event.
- This will open the summary view of the event click on the Reminders button.
- Reminder List Pop up will appear, this will show the list of a reminder of the event.
- Go to Listview of the Event and click on preferred Event.
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To Cancel the reminders
- Go to Listview of the Event and click on preferred Event.
- This will open the summary view of the event click on the Reminders button.
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Reminder List Pop-up will appear, this will show the list of a reminder of the event, Click on preferred Reminders Cancel Icon to Cancel the reminder.
- Go to Listview of the Event and click on preferred Event.