Step 1: To send reminders/initial notification please click the 'Remind' tab as shown below




Step 2: In the below screen you will see two tabs-'Recipients List' and 'Email Template'. Please navigate to 'Email Template'

Step 3: In the drop down menu you will see 'Notification', 'Reminder' and 'Escalation Reminder'. 'Reminder' to send a gentle reminder and 'Escalation reminder' for more urgent reminder for users who have not responded. When you select each the default email template for each email will appear in the box below it. You can edit the text for each to your needs. When complete click 'Save template'.



Step 4: Please now navigate to 'Recipients List', select the recipient group, select the level of reminder from the drop down menu then press 'Send Reminder Now'