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Reminders

What are Reminders?

You can set reminders triggered by the values entered in the date fields in Ragic. You will have the option to send these reminders to either the entry creator, or an e-mail entered to an e-mail field in the same form.

Setting up Reminders

To access the reminder settings in a form, go to the Reminder tab under the Form Settings in the Design Mode.

Here you can set reminders according to the fields that contain dates. You will only have to do this once in your form design, and Ragic will send reminders automatically according to the date values that are entered in entries. You can set as many reminders as you want.

In the example below, we have already set two reminders for a Sales Order form that contains two date fields that are sent to the data creator, and we're adding a new one for the field "Shipping Date", which will send a notification to the Customer's e-mail the day an order is shipped.

How Reminder E-mails are Displayed

The image below shows the order shipping reminder e-mail.

Custom reminder E-mail

You can customize the subject and the content of your e-mail notification by clicking on Custom Email.

In the pop-up window, you can design the e-mail template using HTML formatting and use the following parameters:

Parameters for custom e-mail notification

Parameters Description
{{REMINDER_NAME}} Reminder name
{{SHEET_NAME}} Sheet name
{{DATE_FIELD_NAME}} Name of remind field
{{REMINDER_DATE}} Remind date
{{DAYS}} "Days" before or after remind date
{{BEFORE_OR_AFTER}} Days "before" or "after" remind date
{{RECORD_LINK}} URL of this record
{{RECORD_SUMMARY}} Summary of this record
{{FIELD ID}} Value of the field specified with Field ID
{{FIELD NAME}} Value of the field specified with the field name. Case sensitive. If there are more than one field with the same field name, use {{FIELD ID}} instead

You can click on Preview button which will show you a demo on how the custom e-mail looks like. If you decide to use our standard template instead, click on Restore to default will discard all the changes you've made. Once the editing completed, remember to save before you exit the pop-up window.

Creating a Custom Automatic E-mail Notification

If you would like to have a customized message upon an action being completed instead of Ragic's default reminder e-mail, please check our documentation on creating an automatic e-mail notification.

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