Custom Reminder Emails on Pending Approvals

Custom Reminder Emails can be set up on approval workflows as a way to automatically send reminder alerts on a specific cadence to reviewers for a pending approval request. These reminders are helpful to set up so that you can keep reviewers on track with their workflow.

To set up Custom Reminder Emails, you need to first either create a new workflow or edit an existing one in your Admin > Workflow area.

For more information about how to create approval workflows, please reference the article here.

Here you will see an option called Reminders:

Click on Add to create up to five reminders against this workflow, which will be sent to reviewers for pending requests. Note that for staged approvals, the reminders will be trigger to the reviewers of the current stage the request is pending on.

You can then select from two options: Before or After.

Before will allow you to set an alert X number of days before the Required By Date that has been selected by the requester during their end of the approval process (where applicable).

After will allow you to select from the Required By Date (where applicable) and also the Submission Date of the approval request.

You can add in custom Message text to either reminder option, up to 1000 characters in length.

A checkbox option to Escalate to Leader will show but will only be applicable if Direct Leader or Leader is selected as the Which Reviewers type for that workflow. Note that this option will send the reminder email/s to the reviewer's Leader (as assigned within their user profile) instead of the reveiwer themselves.

Once the approval request has been updated and is no longer pending, any further reminder emails will not be sent.

* Please note that some of the terms used above such as Workflows & Approvals are customisable and may appear differently in your platform.