Event reminders help ensure that attendees and approvers stay on top of upcoming sessions and required approvals. These reminders are sent automatically at a scheduled time each day, helping reduce missed deadlines and improving overall event management.
Setting Up Event Reminders
To configure event reminders in your portal:
Go to Events Management and select Email Settings.
Choose the user domain that contains the users who will be enrolling on event sessions and select Display Settings.
You will see a tab for each approval level configured on your portal. Make sure a template is selected for Auto Reminders. If you need support creating or mapping templates, check out the Event Email Settings article.
Select the Reminder Schedule tab and choose the reminder start date and the time you want reminder emails to be sent.
Click Update Settings to confirm.
How Approval Reminders Work
Approval reminders are sent to the users responsible for approving event enrolments. These reminders apply only if Line Manager or L&D approval is configured on your portal and the relevant event sessions are set to require these approval types.
There is default text built into your portal for approval reminders, so you do not need to map templates. This default message is intentionally generic, but you may want to update it with your portal URL to make it clearer. To amend this text, use the Email Text Settings – see the article on how to update this area.
Viewing Event Reminder Schedules
To view which domains have reminders configured:
In the Event Management menu, select Email reminders.
A pop‑up window will display all domains with Event Reminder emails set up, along with the next date and time the reminders will be sent.
Select a domain name to view the preview summary, including recipient email, subject, and from email.
Click on any email address in the preview to open a full preview of that reminder email.
Tips
Ensure each domain has the correct email templates mapped before enabling reminders.
Keep reminder text clear and concise so recipients immediately understand what action they need to take.
Regularly review approval configurations for event sessions to keep workflows up to date.
Limitations
Reminders only send once per day at the scheduled time you set.
Approval reminders only apply if an approval workflow is enabled for the session.
If domains are not correctly mapped to templates, reminders may not send.
Conclusion
Event reminders help streamline communication for both attendees and approvers, reducing missed deadlines and ensuring smoother event administration. If you need any help setting up reminders or updating your email templates, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected]