Steps to Implement Reminders in InterAction

Before users can begin creating reminders, you need to configure the Reminders feature in InterAction Administrator.

Perform these steps to configure and administer reminders.

Configuring and Administering Reminders

Step	Comment
1	Configure the Reminders feature in InterAction Administrator. Specify the activity types that can be sent in a reminder message and which is the default Design the reminder message layout Select user default settings, such as frequency, HTML or text, daily vs. weekly	See Configuring Reminder Settings.
2	Set all user settings for reminders (but do not turn reminders on). Determine whether load balancing the reminder deliveries is necessary and how to do it Assign users to sets Make sure all users have the correct default settings Specify the users who have the Client Team Manager permissions	See Managing Reminder Users
3	Configure the Reminder Harvest processes. Ensure each reminder set is configured to be harvested at least once each day	See Configuring the Reminder Harvester.
4	Configure and install the Reminder Delivery process. Create the Reminder Delivery process on one or more servers Configure the Reminder Delivery and the number of instances to run on the servers on which it is installed	See Configuring the Reminder Delivery.
5	Test the configuration of the Reminder Delivery process. Enable reminders on one user account and set the user up for weekly delivery. Set up several reminders to run tomorrow. Configure and start the Reminder Delivery process. Configure the Reminder Harvester process. Select the Reminder Harvester process and choose Run in the Manage Process Schedule dialog box. Make sure the process completes without errors. Check the email inbox of the user for whom you created the reminders. Reply to the reminder message to confirm the Reply To email address in the Delivery process is valid and the reply mail is delivered. Check the text, links, and behavior of the reminder message.	See Enable Reminder Feature , About the Reminder Delivery Process, and Scheduling the Reminder Harvester Process.
6	Enable the Reminders feature for additional users.	See “Enable Reminder Feature” in Managing Reminder Users.