Custom Automated Email Reminders
planned
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Tyler Otto
Be able to set up recurring automated emails to clients to remind them of things they need to do prior to month end. Bonus points if it can have variable triggers for the email to go out (date, dollar amount exceeded, etc)
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Ben Stein
Tyler Otto – the way we're thinking of handling this is by adding an option to notify your clients about new Recurring Questions. Thoughts?
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Shana Murraywolf
Merged in a post:
Recurring Emails
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Jodie Strong
Now that we have the ability to schedule out emails, it would be really helpful to be able to set recurring emails.
Example: Monthly email requesting bank statements and directing the client to the Non-Transaction questions in the portal where they can upload the files.
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Conner Schryver
Yes, I have the recurring question in the portal for statements but my client would like the statement requests to be emailed to them on the 1st of every month. Currently that is a manual process. It would be really helpful to schedule those out ahead of time.
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Shelly Phillips
I need to be able to request bank statements after the statement closes. That date differs with each client. Please add the option for a monthly reminder to go out on the date of the month, ie. the 5th of every month.
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Katie Redman
This would be great! And having due dates on these questions might help. For example, a recurring question that generates on the 1st of the month, with a due date of the 4th for a statement request. Then Keeper could filter the email based on that due date (i.e. "You have 2 questions due this week")
Jennifer West
We run different bookkeeping timelines. So the ability for this type of scheduling to also be client specific is very important to us.
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Cheyenne Weaver
Yes! If there were a way to only automatically send out the recurring questions and NOT send out weekly reminders, that would be ideal. It would be awesome if you could customize the client reminders setting.
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Janelle Charriere
We work on specific clients on certain days of the week, so right now the email reminders can be set to go out on a specific day but that doesn't work if we pick Friday and the Thursday client just got their email the day before. So automated email specific to the client would be ideal.
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Chad Majorie
I agree with Tyler in a way. I want to have an auto email sent to notify them to check the non-transaction questions. The recurring question is for statements, docs, etc. that we need for the close, ASAP.
B
Ben Stein
planned
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Mandi Eden
Ben Stein any update on when this will be rolled out?
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Ben Stein
Tyler Otto – the way we're thinking of handling this is by adding an option to notify your clients about new Recurring Questions. Thoughts?
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Tyler Otto
Ben Stein: I think that would work. As long as i could dictate when the emails go out. The use case scenario would be that i would want to notify the client on the last day of the month to remind them to do their inventory count. I don't want the system to wait until the next Monday Morning to notify them that they have "6 questions waiting in their portal". Instead, i want to make sure i get in front of them at the right time (which is the day or two before they need to do inventory). Would the way your envisioning it address that issue?
B
Ben Stein
Tyler Otto: yep, that's exactly what we have in mind!
A
Alicia Bishop
Ben Stein: I really want to be able to leave Karbon and move recurring client tasks to Keeper. Do you know an ETA on this?? :)
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