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pd0001
May 25, 2022
Question

How to send daily reminder to user.

  • May 25, 2022
  • 7 replies
  • 0 views

I have user case that we need to run one process where we need to send daily emails/message at same time to users who has  due date of paying policy in very next day . How should i do it.

    7 replies

    stewart.burchell
    May 25, 2022

    There are a couple of ways to achieve this. The simplest way is to assign a User Input Task (UIT) to the User and then user the "Escalations" on the UIT to send the reminders. Before you actually do this I would recommend you define and agree an "Work Management Pattern" e.g. "3 strikes and you're out" where you Escalate once, then Escalate again, and then Escalate once more, and the re-assign the Task to a Manager.

    I say this is the simplest way...but it comes at a cost. Because you have a Task (which is sitting in an active process) this will occupy memory. If you have a very large number of these then your environment might be subjected to memory resource issues.

    An alternative pattern is to have a database record act as a Task. These are then instantiated into a Process "on demand" (i.e. when a User clicks on a link or an action). You can then have a single process that runs periodically (e.g every night) that examines all the open Tasks in the database and determines which need a reminder sent. You'd then send the reminder as an email.

    pd0001
    pd0001Author
    May 25, 2022

    But there are like many member who must have due date is next day. So like i will send the reminder to those member as there is no requirement of user input task

    stefanhelzle0001
    Brainy
    May 25, 2022

    Then run a process every morning which sends out the necessary reminder emails.

    vikashk739
    May 25, 2022

    Hi, you can configure the trigger for the start node and select the process to run daily

    pd0001
    pd0001Author
    May 25, 2022

    But like how we will design to send to those memeber only which have due date next day to pay policy

    vikashk739
    May 25, 2022

    Hi, I guess you can create a expression rule to get the due date of less than 1-2 days. In the process model you can use it to get the due date and send mail to users to complete it