Setting up Recurring Emails

You may need to set up a recurring task - a task that is repeated at regular intervals.

For example:

Assume you wish to send reminder emails to those respondents who have not answered or have not yet completed your survey. You can then set up the task such that it repeats every 2 days, selecting only those respondents who have not yet completed your survey. In this case, the first time you send reminders to those who have not answered the survey, proceed as follows:

1. In the Respondent status in Selection Criteria choose Not answered.
2. Fill the necessary information into the From, Subject, Body, etc. fields, or choose a predefined email.
3. Follow all the steps as described in the wizard procedures until the Mail Task page opens.
4. Set the Start Time to some point in the future - as shown below, then click Finish.

Figure 1 - Setting up the recurring Mail task

The Batch Emailing page opens - , and a task will be added to the Tasks list.

Figure 2 - Batch Emailing page

1. Go to the Tasks item in the Quick Access pane, find the task you wish to make recurring, and click on its blue Task ID link.

The Batch Emailing overlay opens at the Instasnces tab.

2. Go to the Recurrence tab and click Change.

This opens the Recurrence property setup page.

3. Set the time and date when you wish the tasks to start.
4. Set Recurring Task to Yes, and select the required repetition rate.
5. Set an End date, after which the task will stop running.

- .



Figure 3 - The Recurrence Pattern for the job

6. Click Save to save the changes.

The tab now shows the dates and times of the scheduled recurrences - .

Figure 4 - The Recurrence Parameters dialog

Those who have not answered the survey will be sent a reminder each time the batch emailing is scheduled by the Recurrence pattern. Note that you can click Change at any time to go in and change the settings.

Note: If a user sets up a recurring task and at some point in the future while the task is still running the user’s ID expires, the task be “Aborted by the system”. The following error message will then be written to the task log - “Your account has expired. Please contact your system administrator.” For assistance, contact Support.