🔧 How to Enable Automated Reminders
Basics -> Optional -> Automations
Go to Surveys → create or edit an existing survey.
Navigate to Step 1: Basics → Optional → Automations.
Toggle Enable automated reminders to ON.
Choose:
Reminder (default is Reminder 1)
If you have not added more than one reminder under communication step, default will be pre-selected
Frequency (e.g., every 2 days)
⚠️ You must complete Step 5: Preview & Launch and select Launch on chosen date to activate automated reminders.
🧠 How It Works
Reminder Time: Sent at 2:00 PM UTC
Selected Reminder: Only one reminder can be automated. Defaults to Reminder 1, if more than one reminder is set up you can choose between them.
Editable Frequency: Every X days (controlled by numeric input)
Reminder Scope: Only participants with a sent survey link and who haven’t
Turning reminders Off: Will pause the schedule. Turning them back ON restores the previous settings.
🔄 Manual Reminder Overrides
When sending manual reminders while automation is ON:
Two options are available:
Send reminder now: Sends immediately, next automated reminder remains scheduled.
Send on scheduled date: Sends only on next scheduled date (disabled if user is inactive).
⚠️ Edge Cases & Rules
Condition | Behavior |
No survey sent | No reminders scheduled |
Reminder frequency exceeds time before close | Input shows error: “The selected frequency does not allow any reminders to be sent before the survey closes.” |
Participant status is inactive | Excluded from reminders |
New participants added mid-survey | Added to reminder schedule only after survey is sent |
Survey closed early | Cancel all scheduled reminders |
Participant submits survey | No further reminders sent |
Reminder content changed | New content used for future sends |
Survey duplicated | Automation disabled by default |
Survey re-opened | Automation remains active |
🙋 FAQ
Q: Can I automate more than one reminder?
A: No. Only one reminder can be automated. If multiple exist, you must choose one.
Q: What if I change the reminder content?
A: All future reminders will use the updated version.
Q: Can I pause automated reminders?
A: Yes. Toggle them off anytime. A confirmation will appear before pausing.
Q: What if I want to manually send a reminder but keep automation?
A: Use the “Send reminder now” option — your future schedule remains intact.
Q: What happens if the selected reminder is deleted?
A: The system will show an empty state and an input error — you’ll need to select a new one.