reminder Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 12 Oct 2023 08:43:34 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico reminder Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 A separate reminder to send documents for eSignature https://www.insuredmine.com/knowledge-base/a-separate-reminder-to-send-documents-for-esignature-2/ Sun, 02 Jul 2023 12:15:02 +0000 https://www.insuredmine.com/knowledge-base/a-separate-reminder-to-send-documents-for-esignature-2/ Description – Send reminders globally and individually to signers to complete the eSignature process. Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness of a reminder. Process-  Navigate to eSignature Module. Click on the Action button. Select Reminder Setting. Toggle to Disable Global Reminder. Select Save. Navigate to the eSignature List. Note – Please remember that the […]

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Description – Send reminders globally and individually to signers to complete the eSignature process.

Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness of a reminder. 

Process- 

  • Navigate to eSignature Module.
  • Click on the Action button. Select Reminder Setting.

 

 

  • Toggle to Disable Global Reminder.
  • Select Save.
  • Navigate to the eSignature List.

Note – Please remember that the Set Reminder Icon will be visible for documents in the \”in process\” stage.

  • Click on the icon Set Reminder to set reminder settings.
  • Toggle the Start Reminder switch to Yes. You can toggle the Repeat Reminder to yes or no.
  • Enter the number of days for the Trigger After field. Click on Update.
  • The reminder will be sent to the recipients according to the set reminder settings.

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]]> Task & Reminder Analytics in Workflow Automation https://www.insuredmine.com/knowledge-base/task-reminder-analytics-in-workflow-automation/ Fri, 23 Dec 2022 06:49:58 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21828 For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics.    Task Analytics The task analytics will show all the details of the task assigned. The details will include the date of when the task is created, the contact for whom the task is […]

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For all the workflow automation you can now view the task and reminder analytics along with the email and text analytics. 

 

Task Analytics

The task analytics will show all the details of the task assigned. The details will include the date of when the task is created, the contact for whom the task is created, Due Date, Priority Assignee, Assigned By, Status and Action.

Reminder Analytics

Reminder analytics will include all the reminders issued to the agents. The reminders will involve the Sent, Opened, Clicked, Bounced, and Spam details of the reminder email. You can also click to view the email. 

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