🔧 How to Enable Automated Reminders
Surveys -> Edit survey -> 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)
Click Save&Continue.
🧠 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 have not yet responded.
Turning reminders Off: Will pause the schedule. Turning them back ON restores the previous settings.The reminder schedule will restart counting from the day reminders are turned ON again.
Turning reminders ON before or after survey launch: Automated reminders can be configured at any time.
If reminders are turned ON before the survey launches, the reminder schedule will begin counting from the survey launch date (whether launched automatically or manually).
If reminders are turned ON after the survey has already launched, the schedule will begin counting from the date the reminders are enabled.
🔄 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. Please choose a different one.” |
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 |
Custom reminder deleted | Will automatically switch to the default reminder |
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 automatically switch to the default reminder. You may keep using the default (and update its content if needed) or create and select a new custom reminder.