Sometimes you need to collect data from colleagues or associates, but there's no need for a fancy Excel spreadsheet. This is simple data that you're requesting, and a quick reply via email will suffice! The "Get a Response" Request type is perfect for collecting this kind of data, and you begin gathering these inputs by following the steps below:
1) Click on the Create tab to get started.
2) You will land on a page full of Template choices, and "Get a Response" will be one of the options.
3) Click the Select button to proceed.
4) Give your Request a unique name. "Get a Response" will be filled in here automatically, but you can customize this based on the specific data you are asking for.
5) Choose which email address you would like the results sent to once everything is submitted. Your email address will fill in here by default. You may optionally choose to enabled Response Forwarding here too.
6) Choose which email address you'd like recipients to contact if they have questions about the files being requested. Your email will fill in here by default.
7) Choose the frequency of the Request. If this is a one-time request, you can select Once and this request will not repeat. If you find yourself making the same request each month or perhaps once a quarter, then the Monthly or Quarterly options will save you some time in future months!
8) Enter the start date for your Request. Today's date will fill in by default, but you may select a future date. This date is when the Initial Message will be sent.
9) Enter the number of business days before your request is due. This business day counter will exclude weekends from due dates. In the example below, the Initial Request is sent on Monday, February 2nd. Recipients have until Monday, February 8th to answer. The Follow-Up message will be sent on this due date if a recipient has not responded yet.
10) Choose whether your Request should be Private (only visible to you) or visible to your entire team.
Initial Message: This message will be sent on the Start Date specified above. The emails are batched to deliver at 11:00 am Eastern/8:00 am Pacific. If you create a Request with a same-day Start Date and you are already past the standard delivery time, the Initial Message will be delivered within 10 minutes after creation.
11) Add the appropriate recipients to your Request by selecting your Contacts or adding new Contacts.
12) Customize the Subject line of the email if desired. "Action Required - Data Request" and the current period will be filled in automatically.
13) Customize the body of your Initial Message. There is a full toolbar if you would like to style the text of your message.
14) You may add placeholders to your message, such as {Recipient First Name}, {Due Date}, etc. The available placeholders can be viewed from the "Tags" drop-down menu. Clicking one will insert it at the current cursor location.
15) A full preview of your message will be displayed so you know exactly what your recipients will see.
Follow-Up Message: If a recipient has not replied before the due date, a Follow-Up Message will be sent on the Due Date specified above. These emails are batched to be delivered at 8:00am Pacific/11:00am Eastern on the Due Date.
If a response is not received after the Follow-Up Message, a Past-Due email notification will also be sent every 24 hours until complete.
16) Customize the body of the Follow-Up Message. You may also edit the Subject line if you would prefer something different than the Initial Message.
17) Once again, a full preview will be available for your review.
18) Your Request is nearly finished! Give it one last review, then click the Create Request button to officially create your Request using FloQast ReMind.
