The Scheduled Reminder Automated Task lets you send a reminder to people, based on a schedule and a set of criteria.
To add a reminder, select the Scheduled Reminder task.
- Enter a Name for your task.
- Select the Time when the task should run.
- Set the task Schedule: Daily, Weekly, Every 2 Weeks, Monthly, or Yearly.
- Configure the Task to run. The only action this task can perform is to send communications. You can choose to send an Email, Push Notification, or SMS. You can check all options and edit the contents of each type of message. You can choose whether to send the communication on the same day as configured; or after a set number of days. You can also select the sender - either the main church admin or your own account, if different.
- Set the task Criteria. This is where you choose what set of people the task will apply. You can filter by Gender, Age Range, Groups, or Grade. Task Criteria are optional; and if you do not set any, the task will apply to all people.
- When your configuration is ready, click Save to save the task.
Once enabled, the task will be displayed on your main Automated Tasks screen. You can choose to toggle it on or off later on.