Overview

This article serves as a step-by-step guide for administrators on how to send customized email reminders to users who have been invited but have not yet registered on PostBeyond. It details the process from accessing the administrator side of the platform to selecting users, customizing the reminder message, and sending the reminders to encourage the completion of account creation.

 

Information

Learn how to send email reminders to invited users who have not yet registered. This guide is for administrators who need to customize and send email reminders, including a link to create a PostBeyond account, to these users.

 

Step 1: Go to the Administrator side of the platform

Click on the 'Team' tab.

 

 

Step 2: Invite Users and Send Reminders

Click on the 'Invite users' button located in the top right-hand corner of the screen, then select 'Send Reminders'.

 

 

Step 3: Select the individual user(s) you would like to send an email reminder

To send an email reminder to specific users, select the individuals from the list provided. This action allows you to target particular users who may need a prompt or reminder.

 

 

Alternative: Send an email reminder to ALL users that have been invited

Complete this by clicking on the drop-down arrow beside the top box and selecting 'Select All'.

Please note that you will only be able to see users invited to Group(s) that you oversee.

 

 

Step 4: Click on 'Customize & Send Reminder'

To proceed with customizing and sending a reminder, click on the 'Customize & Send Reminder' option.

 

 

Step 5: Customize the Email Reminder

Include a personalized, relevant, and compelling message encouraging employees to create a PostBeyond account.

 

 

Step 6: Click the 'Send Reminders' Button

Click the 'Send Reminders' button located in the top right-hand corner of the screen to proceed.

 

 

You did it!

After clicking the 'Send Reminders' button, email reminders will be immediately sent to employees. This message will appear when your reminders have been successfully sent.

 

 

Email Reminder Format

Employees will immediately receive the reminder in their email. Your custom message will be formatted like this:

 

 

Helpful Resources

Explore the following resources to get started and make the most of your PostBeyond experience:

• Getting Started with PostBeyond!
• Use These Email Templates to Launch Your PostBeyond Program
• Sign Up for PostBeyond Platform Training!

 

 

FAQ

How do I select specific users to send email reminders to on PostBeyond?

To select specific users, go to the 'Team' tab on the Administrator side of the platform, click on 'Send Reminders', and then choose the individual users from the list provided.

Is it possible to send a reminder to all users that have been invited?

Yes, you can send a reminder to all invited users by clicking on the drop-down arrow beside the top box and selecting 'Select All'.

How can I customize the email reminder before sending it?

Click on 'Customize & Send Reminder' to include a personalized, relevant, and compelling message in the email to encourage employees to create their PostBeyond account.

What happens after I click the 'Send Reminders' button?

After clicking 'Send Reminders', the email reminders will be immediately sent out to the selected employees, and you will receive a confirmation message indicating the successful delivery of the reminders.

Can I send email reminders to users outside the groups I oversee?

No, you can only send reminders to users invited to the groups that you oversee on the platform.