Send a session reminder manually

Feature Description

The "Manually send session reminders" feature allows you to send reminder emails to session participants at any time, in addition to the automatic reminders you have set up.

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 display the specific participants you want to send a reminder to.

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

4. Select the relevant sessions:

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

   • 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 you defined in your templates.

6. Confirm sending:

   • Select the reminder email template and confirm sending.

   • Reminders will then be sent automatically to the selected participants.

Tips for use and best practices

• Check Email Templates: Make sure your reminder templates are properly configured and customized to provide all the necessary information to attendees.

• Use filters effectively: Use filters to precisely target attendees who need a reminder. This could include upcoming sessions or attendees who haven't yet confirmed their attendance.

• Schedule Reminders: Even if you send a reminder manually, try to do so at strategic times (e.g., a few days before the session) to maximize impact.

Common Problems and Solutions

• Problem: Email not received by participant Solution: Check that the participant's email address is correct and that the email has not ended up in the spam folder.

• Issue: Incorrect Reminder Template Solution: If the email template is not configured correctly, the reminder email may be missing important information. Make sure to test and verify your templates regularly.

• Issue: Incorrect session selection Solution: Use filters to avoid mistakenly selecting sessions that do not require a reminder. Always check the selected sessions before sending the reminder.

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