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1. Navigate to Reviews Section
Click on the “Reviews” module from the homepage to access all active review cycles
2. Open Review Cycle
Click Open for the review cycle where you want to send reminders
3. Select Reminder Option
On the right-hand side of the specific phase, click Notify. You’ll see two options — Launch and Remind. Select Remind from the dropdown to send reminders
4. Choose Notification Channel
Select the channel through which you want to send the reminders
5. Edit Notification Subject
Edit the subject line and customize the reminder message according to your preference before sending it out
6. Schedule Reminder
Choose Instant Launch to send the reminder immediately or Schedule for Later to send it on a specific date and time
7. Select Recipients
Under Select Recipients, choose whether to send the reminder to specific reviewees or to all participants pending reminder notifications
8. Select Dynamic Scheduling
If you select Schedule for Later, select this option & set the desired date and time. The reminder will then be sent only to participants who haven’t completed their task by that time
9. Send or Schedule the Reminder
Once everything is configured, click Launch to send the reminder instantly or Schedule to send it later as per your chosen settings
