Send a session reminder manually

Feature Description

The “Send a session reminder manually” functionality allows you to send reminder emails to session participants at any time, in addition to the configured automatic reminders.

Steps to use the feature

1. Access the “Sessions” section:

   • From the dashboard, click on the left menu.

   • Select "Sessions" from the list.

2. Access the “Participants” tab:

   • Once in the “Sessions” section, click on the “Participants” tab.

   • This tab displays the list of all participants registered for the different sessions.

3. Filter participants:

   • Use the available filters to view the specific participants for whom you want to send a reminder.

   • For example, you can filter by date, by session type, or by participation status.

4. Select the sessions concerned:

   • Check the boxes to the left of the sessions for which you want to send a reminder.

   • You can select multiple participants, each will receive a personalized reminder.

5. Send reminder:

   • Click the “Reminder” button at the top right of the page.

   • A pop-up window will open, allowing you to choose the reminder email template that you defined in your templates.

6. Confirm shipment:

   • Select the reminder email template and confirm sending.

   • Reminders will then be sent automatically to selected participants.

Tips for use and best practices

• Check email templates: Make sure your reminder templates are well configured and personalized to provide all the necessary information to participants.

• Use filters effectively: Use filters to precisely target participants who need a reminder. This may include upcoming sessions or attendees who have not yet RSVP'd.

• Schedule reminders: Even if you send a reminder manually, try to do it at strategic times (for example, a few days before the session) to maximize impact.

Common errors or problems and solutions

• Email not received by the participant: Check that the participant's email address is correct and that the email has not fallen into the spam folder.

• Incorrect Reminder Template: If the email template is not configured correctly, the reminder email may miss important information. Be sure to test and verify your models regularly.

• Incorrect session selection: Use filters to avoid mistakenly selecting sessions that do not require recall. Always review the selected sessions before sending the reminder.

By following these steps and tips, you will be able to effectively use the “Send session reminder manually” feature on Yoplanning.pro to ensure that all your participants receive the necessary reminders and are well informed about their upcoming sessions.