When exactly does my Request get sent out to the recipient(s)?
Your Request is sent on the Start Date specified during creation. Requests are batched to deliver at 8am PST/11am EST. If a Request has a same-day Start Date and is created past our daily delivery time, it will be sent within ten minutes after creation.
How many follow-ups will my recipient(s) get?
The number of past-due notifications your recipient(s) will receive depends on the selected Message Mode.
At which frequencies can Requests be set to send?
Requests can be sent once, or recurring on a weekly, monthly, or quarterly basis.
Can I make and save my own templates?
This is a coming feature. Our suggestion for now is to use the “Create Your Own” Request if no other templates are fitting, and then copy and paste the content of an existing Request to a new one as needed.
How do I mark a Request as completed when my responses were received outside of ReMind?
Please see Mark As Completed.
How do I preview a Request that is pending to be sent?
The contents of a Request can be seen in the “Edit Request” modal. There is also an option to check off the “Send Test Email” function during initial creation of the Request.
How do I export historical periods?
This is a coming feature! For now, you can export current periods from the “View Details” page.
Can I edit a Request that has already been sent out?
While Requests that have already been sent cannot be retroactively edited, recurring Requests can be edited for future periods. The message, contacts, and attachment(s) can be edited from within the “Edit Request” modal.
Does deactivating a Request stop past-due notifications?
Yes. Deactivating a Request will deactivate all notifications from being sent.
What if I receive a reply to my request outside of ReMind? How can I get this response into ReMind?
If you receive a direct reply, you can forward the response to ReMind by forwarding the message to email@example.com.
PRIVACY & SECURITY
Are there any permission settings available per Request?
Yes, you can choose to set a Request as either Public or Private. A Public Request is visible to all team members in ReMind, while a Private Request is only visible to the original creator of the request. More specific access settings and ownership transfer options will be coming soon!
How secure is ReMind?
Security remains at top of mind as ReMind continues to be built out. Documents uploaded to Requests are hosted on a secure server by FloQast--we don’t integrate with personal emails and servers. Your content is restricted only to you and whomever you administer the document to. You are also welcome to utilize secure links in Requests.
The internal FloQast team can also only export redacted files when working in the back-end of any client’s instance. We’ve implemented this security-compliant feature to protect your sensitive information and privacy.