Application Abandonment Reminders

The Portal can now automatically send reminder emails to portal users who have not completed tasks in an open outreach stage. Reminders are configured directly on the Create Outreach Snapshot task in Journey Builder: enable the Enable Email Reminders toggle, then enter a comma-separated list of hour intervals in the Reminder Schedule field — for example, 24,168,720 sends reminders after 1 day, 7 days, and 30 days. Up to 10 intervals can be defined per task. A Reminder Email Template can also be selected per task. Reminders are sent only while the outreach stage remains open and incomplete, stop immediately when the stage is completed or cancelled, and reset if the stage is reopened. Only portal users linked to the entity who hold the role assigned to the outreach stage receive reminders.

User Guide Reference: Configuring the Fenergo Portal Outreach Functionality > Configuring Application Abandonment Reminders