Usually, your clients (or any other third person) do not have all the documents and information you request when sending them a Parallel. Likewise, they may not provide all the correct documents you need them. For these reasons, you may need to follow up with your clients to get all the information you need to do your work.
The task of following up can end up consuming 25% of your work time. That is why Parallel has added the reminder feature to help you.
Type of reminders
At Parallel we have created two different types of reminders, automatic and manual, so you can use the one that is most convenient for you.
Parallel's automatic reminders have the following characteristics:
- They are smart. Parallel reminds your recipients only of the information that they have yet to complete, and it takes care to exclude from the information list the items they have already answered to.
For example, if you sent a petition asking for 5 documents and your recipients have only uploaded 3 of them, the reminder will only inform them that they need to respond to the other 2 missing documents.
- They are programmable. You can schedule Parallel to automatically send reminders so that you can focus on other tasks.
Scheduled reminders will stop automatically as soon as the recipient has completed the petition.
Where and how can I schedule automatic reminders?
When you send a petition, you can schedule Parallel to automatically send reminders so that you can focus on other tasks.
When you select Enable automatic reminders, a section will open for you to indicate how often you want the reminders to be sent, at what time and whether you want them to be sent all week or only from Monday to Friday.
Reminders can also be scheduled once a petition has already been sent. To do so, you must access the petition you want to schedule and go to the Activity tab at the top of a petition.
Once there, you will see the list of your petition's recipients and 3 icons to the right of each one.
A manual reminder is a reminder that you can send directly from the Parallel platform, whenever you want, without the need to have programmed it beforehand.
You can send as many manual reminders as you need. You can also add a custom message to the recipient if needed.
Where and how can I send a manual reminder?
To send a manual reminder you have to follow the same steps above. This is, go to the petition you want to send a reminder and then go to the Activity tab.
Once there, instead of selecting the second icon next to the recipient to whom you want to send a reminder, select the Send reminder icon ().
A window will appear with the following question and the option to add a custom message for the recipient.
When you click Yes, send Parallel will automatically send the reminder to the recipient.