This tutorial will assist you in locating your automated communications and enable you to find all the scheduled messages your leads and clients are receiving. Whether you have multiple sales campaigns running, or you have scheduled client messages firing out to your various event types, this tutorial will teach you how to locate these scheduled messages, show you who is a match to receive them and how to modify the notifications as needed.

To find scheduled notifications, click on the “Scheduler” icon in the left-hand navigation bar. Select “Scheduled Notifications” in the drop-down menu that appears.

The list that appears on this page will reflect all automated emails and SMS messages that are generated in the system. These notifications consist of scheduled portal template messages, sales campaigns messages, payment reminders and invoice requests.

Use the calendar feature at the top of the page underneath the “Choose a Month” header to navigate to a specific month. When a month is selected, the list will update to reflect the notifications from that month.

Under the “Status” header, you will see “Sent” for messages that have already been executed and sent through the system to the user.

A “Scheduled” status indicates that the message is scheduled to be sent but has not been delivered yet. Open any of the scheduled messages to see more details about when the notification will be sent. If you want to change the time for the notification to be sent, you can adjust the time with the available time setting. You can also jump in and change the subject line or body of the message.

Notifications with a “Disabled” status indicate that the email will not be sent. This usually comes from portal template event to-dos that are assigned to clients, but the notifications have not been activated.

Use the search bar at the top of the page to search for a specific event or user. When you search for a specific event or user, the list will reflect the notifications that meet the search criteria for the month identified.

You can also review scheduled notifications by Lead. This is a great process to follow if you want to know specifically what one of your leads is receiving from the system. To do this, navigate to the sales pipeline and locate your lead by searching for them in the search bar or locating them directly on the page. Click on their lead card. Select the “Edit” option and choose “Edit Lead” from the drop-down menu that appears.

The contact details for the lead will slide out from the right-hand side. Locate the “Sales Campaign” tile in the upper right-hand corner. Click on this tile to open the list of the sales campaigns they are currently tied to.

On this display, you will see a list of all active campaigns the lead is enrolled in. The “Sent” statues indicate messages that have been sent to them already from the campaigns and the “Scheduled” status indicates upcoming messages to be delivered.

In a similar way to the Scheduled Notifications menu that we referred to earlier in this tutorial, you can open scheduled messages and modify them if needed. Open any of the scheduled messages to see further details about when the notification will be sent. If you want to change the time for the notification to be sent, you can adjust the time with the available time setting. You can also jump in and change the subject line or body of the message.

“Waiting on Conditions” indicates that the lead is not currently a match for the rules for that campaign’s message and the system is waiting for them to be a match to schedule the message for them. An example of this might be a sales campaign message designed only for leads placed in the “Negotiating” sales stage. It could be that this lead is still sitting in the “Qualified” sales stage and is therefore not a match for the sales campaign for the leads that are in the “Negotiating” sales stage.

To learn more about sales campaigns and how to set the right criteria to capture the correct audience, please refer to our Sales Campaign tutorial at help.releventful.com.

To locate messages from leads and clients, utilize your inbox in Releventful with the message inbox icon at the bottom of the left-hand navigation bar. If a lead replies to a sales campaign message, you will see that reply here in your inbox. When messaging with a client through the event portal messages tab, you will also see those messages appear here in your inbox.

Remember to use the calendar settings at the top of the page to adjust the dates for the inbox display. These dates are important if you are looking for a message from a certain date in time.

You can respond to these messages directly by clicking on them from the list and using the reply button in the display.

At the bottom of the page, click on the “message send details” hyperlink to see a list of who was included on the message and when they saw the message.

If your notification preferences are enabled, you will also receive the message response in your email inbox. To check your notification preferences, select the settings gear in the navigation bar, click on “Communication Preferences” and select “Notification Preferences” in the submenu that appears.

Payment reminder notifications can be enabled with each payment request to inform your client that their next payment is due. Each payment reminder includes the ability to send an associated notification via email or SMS if you have the SMS add-on. Releventful will step in and send additional reminders to your client if they become overdue for a payment request.

If a client passes their payment due date, their status for the payment request will change from "Not Paid" to "Overdue." When they are at an overdue status, Releventful will send two system generated reminder emails to the client one day and two days after the due date has passed.

All payment reminders, including overdue payment reminders, can be found via the scheduler icon and the client’s invoice. Navigate to the client's invoice and open the payment tile from the quick-close invoice screen. Open the overdue payment from the payment list by clicking on it.

Scroll down the pop-up window to review the payment request details. You will see the payment due date listed under the "Payment Due Date" field. Scroll down to the "Scheduled Email" section to review the notifications associated with this payment request.

The first notification in the list is the original notification that was sent via the payment schedule. This notification is sent at the time you indicated via the notification settings of the payment request.

The following two emails are the system generated emails that follow one day after the due date and two days after the due date if the client has still not paid and remains in an overdue status.

You can jump in and change the date and time of the overdue emails with the available edit pencil but only before they have officially been sent from the system.

The overdue emails, as shown on my screen here, will only appear when the client has passed their payment due date.

Keep in mind that payment requests will not even be sent to the client until the invoice is officially shared with them. This can be done through an automation, or by selecting the “Send to Client” button in the upper right-hand corner of the quick-close invoice screen.

We hope that this tutorial has been helpful in explaining where to find scheduled automated messages. For more helpful information and resources, be sure to visit help.releventful.com.

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