How to Set Reminders

Modified on Wed, 5 Aug at 4:19 PM

Welcome to Board.Vision Tutorials!

In this tutorial, we will walk you through the steps to set reminders for a survey.

Important Note: The Board.Vision web app is optimised and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

To set reminders for a survey:

1) Log in to your Board.Vision account using your registered email address and password.

2) From the left navigation menu, go to Survey Questionnaire, and click on Select Action. Then, select Set Reminder.

3) Select Set Automatic Reminder and choose the following options:

a) Option A: Single Reminder

Select a specific date and time for a one-time reminder email to be sent.

b) Option B: Recurring Reminder

Set Time: Choose the time of the day reminders will be sent.
Set Frequency: Enter the number of days between reminders in the "Number of days between reminders" field:
- Daily – Enter 1
- Alternate days - Enter 2
- Weekly – Enter 7
- Monthly – Enter 30

Note: Automatic reminders are sent to all assigned respondents regardless of their submission status. The system will continue to send scheduled reminders even if they have already completed the survey.

You have completed the tutorial on how to set reminders for a survey.

If you face any issues, 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).