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General Event Reminder Setup.#

This feature triggers a reminder mail on a given event to the required set of people in the organization. For example: Confirmation date to employees and managers, change in date of birth etc.,

The event reminder will have to be configured with a suitable mail template.

There is also an option to set this reminder only to a certain group of employees, by shortlisting them while creating the event.

Steps to set the event reminder:

1. From the homepage go to System > Configure > Event Mail and click on Add Event.
2. Select the event name and recipient type. For every recipient type selected, an appropriate input field will be displayed below. For example, if you select "External Entity - you will have to input the email id of the recipient. A Mail template will have to be created to trigger the mail for the event reminder.
3. Under mail setting, select the required pattern to send the mail.
   1. Send mail before the event – the number of days mentioned here will trigger a mail before the event date and the repeat number of days will send reminders on the pattern specified. For example if the repeat every day is 2 – than the mail will be sent on every alternate days, if it is 1 – than the mail will be sent everyday.
   2. Send mail on the event – the mail be sent on the day of the event.
   3. Send mail after the event – the mail will be sent after the event date and the repeat number of days will be similar to first option.
4. In case you want to restrict the event to a certain set of employees, click on the radio button Short employee or check All Employees. Click on Save event to save the event.