Single User Registration Reminder

Owned by Former user (Deleted)
Last updated: Jun 28, 2023 by Kavita Pillai
2 min read

You can send reminder emails to a specific set of users to remind them to perform the registration process. After clicking the Users tab, click Single User Registration Reminder on the Overview page. You can then choose either Basic Search or Advanced Search to find the users you want to send a reminder to:

Basic Search: The Basic Search radio button is selected by default. Follow these steps:

  1. Enter a full or partial first name, full or partial last name, full or partial user name, email address, or employee ID. 
  2. Optionally refine your search based on:
    1. Account type: Choose an account type (End User, Support, or All) in the Account Type dropdown menu.
    2. Manually added users only: Click the "Show only manually added users" option.
  3. Optionally refine your search by user status by clicking the radio button for one of the following:
    • "Show only users who have not registered": Only users who haven't yet registered.
    • "Show only active users": Only active users.
  4. Click Search. The Search Results section appears with a list of names.

Advanced Search: Although Basic Search is selected by default, you can optionally click the radio button for Advanced Search and follow these steps:

  1. Select a profile field from the dropdown menu at the top of the page.
  2. Enter a comma-separated list of values for that profile field as the search criteria.
  3. (Optional) Click the "Show only manually added users" option.
  4. (Optional) Click the "Show only users who have not registered" option.
  5. (Optional) Click the "Show only active users" option.
  6. Click Search. The Search Results section appears with a list of names.

To continue to send a reminder:

 Click the Add link to select a user for processing. This will move the user from the Search Results list to the Selected Results list. Repeat this step for each user you want to send a reminder to.
Note:  Remove a name from the list by clicking the Remove button next to the user.

  1. After selecting all of the users you want to deactivate, click the Continue button. The Confirmation page appears.
  2. Click the Send Reminder Now button to send the reminder email. 

Tip: You can preview the reminder email by clicking the Preview Reminder Email link.  Enter an email address that will receive the email preview when prompted.