{"id":44710,"date":"2018-08-27T13:56:29","date_gmt":"2018-08-27T13:56:29","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=44710"},"modified":"2022-08-16T11:27:22","modified_gmt":"2022-08-16T11:27:22","slug":"send-filter-survey-reminders","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/send-filter-survey-reminders\/","title":{"rendered":"Send\/Filter Reminders"},"content":{"rendered":"<p>While your project is live, send email or SMS reminders from the platform to encourage participation from invitees who have yet to participate. It\u2019s such a smart idea we call these Intelligent Reminders!<\/p>\n<p class=\"sogo-help-sub-head\">Navigate to<\/p>\r\n\r\n\r\n<ul class=\"sogo-help-sub-list\">\r\n    <li><a href=\"#section-1\">Send\/Schedule Reminder<\/a><\/li>\r\n    <li><a href=\"#section-2\">Filter Reminder Recipient List<\/a><\/li>\r\n    <li><a href=\"#section-3\">Filter by Attribute<\/a><\/li>\r\n\r\n<\/ul>\r\n\n<h2 id=\"section-1\">Send\/Schedule Reminder<\/h2>\n<ol>\n<li>Select your project and click Publish.<\/li>\n<li>In the Distribute menu bar, click on Reminders.<\/li>\n<li>From the list displayed, you can select preferred contacts.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.116.png\"><\/p>\n<ol style=\"list-style: lower-alpha;\">\n<li>Select specific contacts and click on Send\/Schedule Reminder.  You\u2019ll see the number of contacts selected right next to the button.<\/li>\n<li>Choose to Send\/Schedule Reminders to All.<\/li>\n<li>Filter invitees using available filters and click on Send\/Schedule Filtered Reminder.<\/li>\n<p><!--\n \t\n\n<li>Select specific contacts and click on Send\/Schedule Reminder.<\/li>\n\n\n--><\/ol>\n<\/li>\n<li>Choose the email template you wish to use to send out Reminders. Hover and click Select to proceed or Edit if you need to Edit the Email Template.\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">You\u2019ll be able to modify the message in an SMS Reminder, but by default you\u2019ll see the message used to send the invite.<\/p>\n<\/div>\n<\/li>\n<li>The system will now display you the approximate number of Reminders that are going to be sent\/scheduled. You can choose to send Reminders immediately by clicking Send Now or you can schedule Reminders for a future date\/time by selecting Schedule for Later.<\/li>\n<\/ol>\n<h2 id=\"section-2\">Filter Reminder Recipient List<\/h2>\n<p>Sogolytics\u2019s advanced features allow you to filter participants who should receive an email reminder. You may choose to filter based on:<\/p>\n<ul>\n<li><strong>Email Address:<\/strong> Filter list by entering an email address or by filtering email addresses starting with a particular character or by a List you have used to publish.<\/li>\n<li><strong>Status:<\/strong> Filter list by the current participation status<\/li>\n<li><strong>Original Invitation Date:<\/strong> Filter list based on original invitation date<\/li>\n<li><strong>Number of Reminders Sent:<\/strong> Filter list by the number of reminders received by participant<br \/>\nLast Reminder<\/li>\n<li><strong>Sent date:<\/strong> Filter based on last Reminder\u2019s sent date<\/li>\n<li><strong>Delivery Status:<\/strong> Filter based on last Reminder\u2019s delivery status.<\/li>\n<\/ul>\n<h2 id=\"section-3\">Filter by Attribute<\/h2>\n<p>If your project includes pre-population you will see this option. This feature gives you the ability to filter your records by a pre-populated value or attribute. For example, if you have included a question about location, you can choose to send to only participants in New York.<\/p>\n<ol>\n<li>Select your project and click Publish.<\/li>\n<li>In the Distribute menu bar, click on Reminders, then select Send Email Reminder.<\/li>\n<li>In the Distribute menu bar, click on Reminders.<\/li>\n<li>Click on Filter by Attribute.\n<\/li>\n<li>Select the pre-populated question.<\/li>\n<li>Select the answer field to filter.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2020\/04\/TT75.png\"><\/p>\n<ol style=\"list-style: lower-alpha;\">\n<li>For closed-ended question types, select the required answer option.<\/li>\n<li>For open-ended question types, enter the text to be filtered.<\/li>\n<\/ol>\n<\/li>\n<li>Click on Filter Reminder.<\/li>\n<li>The system will redirect you to the  Send Reminder confirmation page.<\/li>\n<li>If you change your mind, click Clear Filter to reset all filters.<\/li>\n<li>Click on Send\/Scheduled Filtered Reminder to proceed with sending reminders.<\/li>\n<\/ol>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">You can click on Export Filtered to export the filtered records.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>While your project is live, send email or SMS reminders from the platform to encourage participation from invitees who have yet to participate. It\u2019s such a smart idea we call these Intelligent Reminders! Send\/Schedule Reminder Select your project and click Publish. In the Distribute menu bar, click on Reminders. From the list displayed, you can select preferred contacts. Select specific contacts and click on Send\/Schedule Reminder. You\u2019ll see the number of contacts selected right next to the button. Choose to Send\/Schedule Reminders to All. Filter invitees using available filters and click on Send\/Schedule Filtered Reminder. Choose the email template you wish to use to send out Reminders. Hover and click Select to proceed or Edit if you need to Edit the Email Template. You\u2019ll be able to modify the message in an SMS Reminder, but by default you\u2019ll see the message used to send the invite. The system will now display you the approximate number of Reminders that are going to be sent\/scheduled. You can choose to send Reminders immediately by clicking Send Now or you can schedule Reminders for a future date\/time by selecting Schedule for Later. Filter Reminder Recipient List Sogolytics\u2019s advanced features allow you to filter participants who should receive an email reminder. You may choose to filter based on: Email Address: Filter list by entering an email address or by filtering email addresses starting with a particular character or by a List you have used to publish. Status: Filter list by the current participation status Original [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":192,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[225],"tags":[316,293,285],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Send Reminder to Increase Response Rate | Sogolytics<\/title>\n<meta name=\"description\" content=\"Send Intelligent email or SMS reminders from the platform to encourage participation from invitees who have yet to participate.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/send-filter-survey-reminders\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Send Reminder to Increase Response Rate | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Send Intelligent email or SMS reminders from the platform to encourage participation from invitees who have yet to participate.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/send-filter-survey-reminders\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2022-08-16T11:27:22+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/send-filter-survey-reminders\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/send-filter-survey-reminders\/\",\"name\":\"How to Send Reminder to Increase Response Rate | Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2018-08-27T13:56:29+00:00\",\"dateModified\":\"2022-08-16T11:27:22+00:00\",\"description\":\"Send Intelligent email or SMS reminders from the platform to encourage participation from invitees who have yet to participate.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/send-filter-survey-reminders\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/send-filter-survey-reminders\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/send-filter-survey-reminders\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Send\/Filter Reminders\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\",\"url\":\"https:\/\/www.sogolytics.com\/help\/\",\"name\":\"Sogolytics\",\"description\":\"Sogolytics - 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