Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to set recurring reminders for a survey.
Important Note: The Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To set recurring reminders for a survey:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you are logged in, click on Survey Questionnaire from the left menu.
3) Once you have clicked on the Select Action button under the "Action" column, select Set Reminder.
4) Next, click on the "Set Automatic Reminder" checkbox and the system will provide you with the option to set a single reminder or recurring reminders.
5) Select "Recurring Reminder" and enter the following:
a) Reminder Time
- Set the specific time when reminders should be sent.
b) Reminder Frequency
- Choose how often reminders should be sent by entering a value in the "Number of days between reminders" textbox:
- Daily – Enter 1
- Alternate days - Enter 2
- Weekly – Enter 7
- Monthly – Enter 30
6) Then, click on Confirm.
You have successfully set recurring reminders for a survey.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.
Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).