Adding reminders to action

Add time reminders and milestone reminders to an action to send messages while a customer progresses toward the action goal.

Procedure

  • Add a time reminder.
    1. Below the action block, click + Time Reminder.
    2. In the Add Time Reminder panel, enter a Send After value and select a unit.

      The value must be greater than 0 and can't exceed the action duration.

    3. Enter the Event ID, and then select the destinations.
    4. Select the attributes to send.

      Optional: To include progress details, expand Progressive Attributes and select them.

    5. Click Save.
  • Add a milestone reminder.
    Note:
    Milestone reminder is available only for cumulative actions.
    1. Below the action block, click + Milestone.
    2. In the Add Milestone panel, enter the target value in the Target box.

      The amount must be greater than 0 and less than the action value.

    3. Enter the Event ID, select the destinations, and select the attributes to send, as for a time reminder.
    4. Click Save.
  • Edit or remove a reminder.
    1. Click the menu icon (⋮) next to the reminder.
    2. Click Edit or Remove.

      Editing a reminder doesn't change the reminder counts.

Results

The Reminders block shows the count of each reminder type, for example, Time: 1, Milestone: 0. The Time Reminder block lists entries such as Send After: 1 Days. The Milestone Reminder block lists entries such as At recharge of: $50. To add another reminder of the same type, click + in that block.