Sending Respondents a Reminder to Complete the Self Capture Activity

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Overview

This brief guide will provide step-by-step instructions on how to send respondents reminders to complete the Self-Capture Activity.  This procedure can be initiated from the Discuss.io dashboard from the Respondent Hub tab. 

 

Sending Respondents a Reminder to Complete the Self Capture Activity

1. Head to the 'Respondents' section of the project and choose the 'Respondent Hub' tab.

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2. Click the 'Notify & Invite' dropdown button.

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3. Choose the 'Self Captures Reminder' button.

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4. Choose the Self Captures activity that you would like the respondent(s) to complete.

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5. Review and edit your Self Captures reminder email.

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6. Choose the respondent(s) to be reminded to complete their activity.

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Note: Use the 'More Activity' dropdown to see if the respondent has been reminded before.

 

7. Optional: CC yourself to the reminder email.

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8. Click 'Send'.

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Note: A link of the activity will automatically be provided in the body of the email.

 

 

 

Reminding Respondents to Complete the Self Captures Activity From the Self Captures by Respondent View

1. Head to the 'Respondents' section of the project and choose the 'Self Captures' tab.

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2. Click the 'View All Responses' button on the activity you would like to review.

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3. Click the 'By Respondent' view.

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4. Choose the respondent you would like to remind to complete their activity and click the 'Send Reminder' button.

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5. Review and edit your Self Captures reminder email.

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6. Choose the respondent to be reminded to complete their activity.

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Note: Use the 'More Activity' dropdown to see if the respondent has been reminded before.

 

7. Optional: CC yourself to the reminder email.

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8. Click 'Send'.

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Note: A link of the activity will automatically be provided in the body of the email.

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