Reminder emails should be used carefully. If they are sent too often, people will begin to ignore them and they will lose their influence. For this reason, one45 keeps track of the forms that are the longest overdue (the Longest Overdue List) and the forms that are at least one month overdue (the Incomplete Forms List). You can use these lists when you want to remind individuals to log into the system and complete their forms. In this manner, you will not overuse your reminder email and it will continue to be an influential tool.
To remind an individual to complete their forms using the Incomplete Forms List:
1 Click on the Sendouts tab.
2 Click on the Form Search link.
3 In the list of people with incomplete forms, click "view" beside the name of the individual you want to remind.
4 In the new window, click the "e" beside their name. The individual will receive an email reminding them to log into the system and complete their forms.
To remind all individuals to complete their forms using the Incomplete Forms List:
1 Click on the Sendouts tab.
2 Click on the Form Search link.
3 Click "view all > 1 month old."
4 Click "bulk email reminder" in the top left of the screen. All individuals on the list will receive an email reminding them to log into the system and complete their forms.
To remind individuals to complete their forms using the Longest Overdue List:
1 Click on the Sendouts tab.
2 Click on the Form Search link.
3 Click "view all (sort by longest overdue)" or "view all (sort by evaluator name)," depending on how you want the list to be sorted.
A list of all overdue forms appears in a new window.
4 If you want to remind everyone on the list, click "bulk email reminder" in the new window. If you only want to remind a few individuals, click the "e" beside their names.
An email will be sent to the individuals reminding them to log into the system and complete their forms.
Copyright one45 software inc. 2005