Collaborate With Your Team – Creating and Sending Email Reminders
This article explains how to create, customize, and send email reminders in ClearPoint.
Fernando Montenegro
10 steps
24 seconds
Clearpointstrategy
1
Email reminders help ensure users update their data on time. You can send reminders **manually** or configure them to send **automatically** on a schedule. Automatic reminders make it easier to keep your reporting process on track without having to remember each reminder yourself.
Creating a New Email Reminder
2
1. From the left navigation, click **Automation**. 2. Locate **Reminders**. 3. On the **Manage Reminders** page, click the **Add** (+) icon. 4. In the **Name** field, enter a name for the reminder, for example: - Central Division Quarterly Reminder 5. In **Subject**, enter the email subject line, for example: - Central Division Q4 Reminder 6. Click **Save**.
Configure basic reminder details
3
Once a reminder is created, you can refine which elements and recipients are included using the configuration tabs. Each tab filters, targets, or schedules how the reminder will function.
4
1. Locate the **Reminder** you want to work with in the **Reminders page**. 2. Click the **kebab menu (⋮)** and select **Edit Reminder**.
Reminder Tab
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The **Reminder** tab contains the core settings for the email reminder.\ \ Use it to: - Edit the reminder name - Configure Recipients - Update the subject line - Customize the message body - Manage email tokens (e.g., `{FirstName}`, `{ReportingPeriod}`, `{ItemList}`) - Add CC recipients\ \ 💡 This tab controls the content and structure of the email itself.
Criteria Tab
6
The **Criteria** tab determines **which elements** are included in the reminder. These filters allow you to target only the items users need to update.\ \ Use it to filter by: - **Scorecards** - Select the Scorecard or Scorecards to include. - **Statuses** (e.g., Not Defined, No Information) - **Element Types** (Objectives, Measures, Initiatives, etc.) - **Element Owners** - **Days Since Last Update**\ \ 💡 Mark the checkbox next to a dropdown menu to **Select all** elements.
Recipient Preview Tab
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The **Recipient Preview** tab shows **exactly who will receive the reminder** and **which elements** each user will be notified about.\ \ You can: - Verify that the right users are included - Confirm that the filtered elements match your criteria - Catch unexpected or missing recipients before sending 💡 This tab acts as a final accuracy check.
Send a Reminder manually
8
You can send reminders manually. 1. Open **Automation** from the left navigation. 2. Click on **Reminders**. 3. Click the **kebab menu (⋮)** and select **Send Reminder.** 4. Select a **Period**. 5. Click **Confirm**.
Schedules Tab
9
The **Schedules** tab connects the reminder to an existing schedule so it can send automatically. Use it to: - Attach the reminder to one or more schedules - Review which schedules are currently linked - Ensure reminders are sent on reporting cycles without manual action \ 💡 This tab only lists schedules—you must create schedules separately in the Scheduling section. See [Managing Schedules](https://next-support.clearpointstrategy.com/en/articles/12944100-managing-schedules).
History Tab
10
The **History** tab displays **all past sends** for this reminder. Here you can: - Review when the reminder was sent - See which reporting period was used - Confirm successful delivery activity 💡 This tab serves as an audit trail for reminder activity.
Collaborate With Your Team – Creating and Sending Email Reminders
This article explains how to create, customize, and send email reminders in ClearPoint.
Fernando Montenegro
10 steps
24 seconds
Clearpointstrategy
1
Email reminders help ensure users update their data on time. You can send reminders **manually** or configure them to send **automatically** on a schedule. Automatic reminders make it easier to keep your reporting process on track without having to remember each reminder yourself.
Creating a New Email Reminder
2
1. From the left navigation, click **Automation**. 2. Locate **Reminders**. 3. On the **Manage Reminders** page, click the **Add** (+) icon. 4. In the **Name** field, enter a name for the reminder, for example: - Central Division Quarterly Reminder 5. In **Subject**, enter the email subject line, for example: - Central Division Q4 Reminder 6. Click **Save**.
Configure basic reminder details
3
Once a reminder is created, you can refine which elements and recipients are included using the configuration tabs. Each tab filters, targets, or schedules how the reminder will function.
4
1. Locate the **Reminder** you want to work with in the **Reminders page**. 2. Click the **kebab menu (⋮)** and select **Edit Reminder**.
Reminder Tab
5
The **Reminder** tab contains the core settings for the email reminder.\ \ Use it to: - Edit the reminder name - Configure Recipients - Update the subject line - Customize the message body - Manage email tokens (e.g., `{FirstName}`, `{ReportingPeriod}`, `{ItemList}`) - Add CC recipients\ \ 💡 This tab controls the content and structure of the email itself.
Criteria Tab
6
The **Criteria** tab determines **which elements** are included in the reminder. These filters allow you to target only the items users need to update.\ \ Use it to filter by: - **Scorecards** - Select the Scorecard or Scorecards to include. - **Statuses** (e.g., Not Defined, No Information) - **Element Types** (Objectives, Measures, Initiatives, etc.) - **Element Owners** - **Days Since Last Update**\ \ 💡 Mark the checkbox next to a dropdown menu to **Select all** elements.
Recipient Preview Tab
7
The **Recipient Preview** tab shows **exactly who will receive the reminder** and **which elements** each user will be notified about.\ \ You can: - Verify that the right users are included - Confirm that the filtered elements match your criteria - Catch unexpected or missing recipients before sending 💡 This tab acts as a final accuracy check.
Send a Reminder manually
8
You can send reminders manually. 1. Open **Automation** from the left navigation. 2. Click on **Reminders**. 3. Click the **kebab menu (⋮)** and select **Send Reminder.** 4. Select a **Period**. 5. Click **Confirm**.
Schedules Tab
9
The **Schedules** tab connects the reminder to an existing schedule so it can send automatically. Use it to: - Attach the reminder to one or more schedules - Review which schedules are currently linked - Ensure reminders are sent on reporting cycles without manual action \ 💡 This tab only lists schedules—you must create schedules separately in the Scheduling section. See [Managing Schedules](https://next-support.clearpointstrategy.com/en/articles/12944100-managing-schedules).
History Tab
10
The **History** tab displays **all past sends** for this reminder. Here you can: - Review when the reminder was sent - See which reporting period was used - Confirm successful delivery activity 💡 This tab serves as an audit trail for reminder activity.
