Customer Voice – Send Reminder Email
This is a new feature that will be rolling out in the near future. Currently, it is in preview while the user interface gets reworked. But in the end the functionality will be the same, enabling a survey project owner to send reminders on demand or schedule them.
Step1: To get to the send reminder feature, select the survey, then click on the Send button. It is visible if and only if you have already sent out the survey. You can’t send reminders for a survey that hasn’t been sent out. Duh! Then click on the + symbol or the Send a reminder button (note this will look different/better in the future)
Step 2 – Select either Send now or Schedule for later
For both the Send now and Schedule for later it will be necessary to set the parameters. The first parameter will be to include only those survey recipients that have had the survey for X number of days and not responded. The second parameter is to include only those that have been sent the survey during a certain time period. This is one of the parts of the UI that will change. Changes coming will make it easier to figure which survey ‘sends’ to include in the reminder.
Note: for a scheduled reminder you will also need to set the date when the reminder is sent out.
Step 3 – Click on Next and you will be presented with the Email template
From here you can either select an existing template or create a new one for immediate use.
Step 4 – Click on Send and the window will close and it will be sent out to all the survey recipients that meet the filter criteria.
Step 5 – Refresh the page and you will be able to see a history and look at any upcoming scheduled reminders.
Hello, when this feature will be available? How to make it visible?
Hi Thanks for asking about timing.
It was expected that it would be out by the end of the January. Based on feedback they received during the preview process they are re-working the user interface for selecting which surveys and timeframes for selecting reminders. So it could be delayed.
When available it will be pushed out during the weekend updates.
Jerry
not seeing this feature in Customer Voice as yet, any clue?
Coming as part of the October Release.
I was wondering if this feature is available? I am still not seeing it in customer voice yet.
It has been delayed and there is currently no roadmap date for it’s release.
Hello,
Was this feature released yet? I don’t see it. If yes, how can we activate it? Thank you.
It has been delayed and there is currently no roadmap date for it’s release.
I can still not see this functionality. can you advise when it is due to be released please?
It has been delayed and there is currently no roadmap date for it’s release.
It seems not to be available yet in Customer Voice, any news on delivery timing?
It has been delayed and there is currently no roadmap date for it’s release.
Have I understood this correctly. One year after the planned release the basic function to send reminders is still not in place and there is no roadmap for when it will be released?? Or is there an alternative way that I don’t know of? please advice!
That is correct. No alternative that I am aware of.
Jerry
I’m unable to see this feature still, can you confirm if its still delayed and if so if a date has been published for when it might be available?
Ashley,
This feature like a lot of others that were in the works have either been canceled, postponed, or of unknown status. They aren’t in the current roadmap and it is unclear of when or if they will get in.
Very frustrating.
Hi Jerry,
Great tutorial!
I might sound like a parrot, but this feature is still not out. Do we have any updates on the issue?
Henrik,
This feature like many other preview features have not been released or have been withdrawn. The product team has been spending their energies making the product more reliable this past year. No one knows when this feature will become available.
We use Power Automate to send out reminder emails. Here is a site that has an example flow for that: https://meganvwalker.com/send-reminder-when-survey-response-not-received/