Worried clients might not complete forms on time? Let automatic reminders do the follow-up for you.
When you send a form to a client via email, there's always a chance it may not be completed promptly. To give you peace of mind, we’ve added an automated reminder feature.
How to enable it:
- Go to the Forms section on your Settings page: https://www.colib.io/Settings?show=signature.
- Scroll down to the Automatic reminders section.
- Enable the option "Automatically send a reminder if a form sent to a client has not been completed."
- Once enabled, a new field will appear:
- Number of days between the last email sent and the form reminder. (Must be a positive integer)
Important Considerations:
- Forms with a "Completed" or "Partially signed" status will not receive reminders.
- A client may receive multiple reminders for the same form over time if it remains incomplete.
How to know if a reminder has been sent ?
Communication history section on the client page
Please read this article for more information : https://help.colib.io/en/support/solutions/articles/153000233106-how-to-view-client-communications-emails-sms-delivery-status-.
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