Dispatching Reminders and Deactivating Accounts Automatically

Defining Reminder and Expiry Dates

You have to define a reminder date and/or an expiry date for each participant. If the date is reached and the participant has not participated yet (i.e. disposition codes 11, 12), either a reminder will be sent automatically or the account will automatically be excluded from participation.

You can define the reminder or expiry dates

• in the fields “Expiry date” and “Date of reminder” in the detail view of the participants in the Participant administration.

• when importing the variables “date_of_remind” and “date_of_expire”. Use the format: YYYY-MM-DD HH:MI:SS.

• when bulk-editing

Linking Mail Templates for Reminders

When using the reminder function, you should link to an appropriate mail template:

• Create a mail template of the “Reminder” type.

• Select this template in the field “Mail template for automatic reminders” in the Projects → {Selected project} → Project properties menu.

Defining a Rejection Message for Expired Accounts

When using the account expiry function, you should create an appropriate rejection message:

• Enter the desired message in the field “The time frame for the participant to complete the survey has expired” in the Projects → {Selected project} → Project properties → Survey messages menu.