How can I send a reminder for pending follow-ups and waivers?

How can I send a reminder for pending follow-ups and waivers?

We have added a new feature to our system that allows you to send reminders to users who have not completed follow-up forms or waivers, prompting them to take action.

Follow the instructions below

To send a reminder for pending follow-up forms and/or waivers associated with an order:

  • Go to Admin Dashboard > Season > your desired season > Programs and orders
  • Find your desired program from the list of programs
  • Hover over the ... in the Actions column
  • Click Orders

orders-1

  • In the loaded page find your specific participants
  • Hover over the ... in the Actions column
  • Click View details

participant

  • Scroll down to find the Follow-up forms and Waivers section
  • Hover over the ... in the Actions column of your desired follow-up form or waiver that is not completed
  • Click Send reminder
    The reminder email contains the link to the follow-up form or waiver.

send reminder

Below is an example of what users receive in their emails:email-1

Note: The reminder email content which will be sent to your users is not editable.

The other way to send reminders for pending follow-up forms is from the Registration form report.  To do so:

  • Go to the Admin dashboard > Seasons > Your desired season
  • Click Reports > Registration data > Follow-up forms

report-1

Now on the Follow-up Forms Report page:

  • Determine if you want to run the report for all the programs or some programs by choosing one of the options: All programs or Selected programs. Note that by choosing the Selected programs option a dropdown box will appear that gives you the ability to choose your desired programs.
  • Click Run button

follow-up form report

  • Click Send reminder in the Actions column

reminder from report

Related articles:

How can I add a follow-up form or waiver to multiple orders?

How can users complete the registration form and waivers after offline registration?

Contact us

Please don't hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.


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