Once you have engaged a client/prospect you have the ability to enable/disable the periodic email reminders on that specific engagement prior to sending/editing the engagement.
Notes:
Periodic reminders go out based on the date the engagement is created. This means if you create the form engagement using the edit/review option and have reminders enabled but haven't yet sent the engagement, the reminders will still go out based on the engagement creation date.
Periodic Reminders are only sent to the client. Co-clients will not receive these.
However, if you wish to disable/enable the reminders after the engagement has been sent, click on Engagements > All Engagements under Form Engagements. Click on your client's engagement.
Once the details panel opens on the right-hand side, click the Customize button.
To enable the reminders, click Enable (1) for the Periodic reminders option. Review the default Periodic reminder (2) email subject (3) and message (4) for this engagement. Set the frequency (5) of the reminders. Then click Save (6).
Managing the reminders prior to sending an engagement to a client/prospect
When you're engaging a client/prospect, you can enable or disable periodic reminder emails before the engagement is sent. Once you've selected the template, you'll be able to enable/disable the reminders.
To customize the reminder interval/email click on the Customize email messages button.
To turn on Periodic reminders, click on the Enable option. Then click on the Periodic Reminder tab to review the email text.
Set the frequency of the reminders. Then click Create and Send.
How to set up the email reminder on the template on a global level.
You can set up the reminder email on the template at a global level by going to Templates > My Templates under Form Templates. Click on your template, then click Customize. In the template editor, click on the envelope icon from the top navigation.
Here is where you can set up your periodic email reminder for this template. That way, you don't have to customize it each time it's used. You can also set up the new engagement email and the Thank You email.
