Send update reminders to contacts and active contacts

You can email a contact update reminder to existing contacts and active contacts to prompt them to update their contact details in your company's Whispir contact portal. The email contains a link to the contact portal. For contacts, who don’t have login accounts for the contact portal, the link gives them once-only access to the portal without a login.

Important! If your company has a customised contact portal, or is using the Contact API module, or uses dynamic distribution lists please contact the Whispir Support Team (support@whispir.com) before using this feature as it may not be suitable.

Company administrators can configure the email link’s expiry period in the Update Reminder settings. See Configure the contact update reminder.

Send an update reminder

  1. Ensure that the required workspace is on the Workspace toolbar.
  2. Hover over the workspace to view the Workspace menu.
  3. Under Contact Management click Contact Updates. (If you can’t see it, click More to view more commands.)
    The Contact Update Reminder page opens.
  4. Click To to open the Address Book, find and select the relevant contacts and active contacts and click Ok.
  5. In the Application field select Whispir Community, which represents your company’s contact portal.

    6. Note: The Whispir Mobile option is rarely used.

  6. In the Message Template field either leave the default template or select a new template.
  7. In the Subject field update the default email subject line if necessary.
  8. Enter or edit your message.
    You can enter it as plain text or click Rich Formatting to view the rich text formatting toolbar. See Apply rich text formatting to message content for more information about the toolbar functions.
  9. Click Send.
    The email is sent.
    The Contact Management Log Details page opens, displaying the sent message details.
  10. To review the list of the recipients click View Recipients in the Action column.
    The Contact Management Recipients Details page opens.

Review and resend reminders

  1. Ensure that the required workspace is on the Workspace toolbar.
  2. Hover over the workspace to view the Workspace menu.
  3. Under Contact Management click Contact Reminder Log. (If you can’t see it, click More to view more commands.)
    The Contact Management Log Details page opens. It lists all reminder messages (and any invitation messages) that have been sent.
  4. To resend an update reminder to certain active contacts:
    1. Click View Recipients in the Action column beside the reminder.
    2. On the Contact Management Recipients Details page select the relevant recipients and click Send.
    3. On the Contact Update Reminder page modify any message details if required and click Send.

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