UPDATED on May 8, 2018
Summary: Reminders allow editors to schedule a reminder when there is a specific date or time when a reminder message must generate. This is a helpful feature in managing web content.
A good example of a scheduled reminder is a tuition page that needs to be updated every year on a certain date. A reminder can be set for one week prior to the date, which prompts the editor to update the page.
Stale reminders are used to make sure content on a page is being updated periodically. Setting a stale reminder sends a notification to a web editor when a page has not been edited for a defined period of time.
Scheduled and stale reminders will continue to remind web editors according to the delivery schedule specified in the reminder, until removed.
How to Access Reminders:
- Check out your page and select the Properties tab in your Page Actions Toolbar.
- Select 'Reminders' from the Properties drop down.
- Select Scheduled or Stale Reminder from the modal drop down.
Scheduled Reminder
Scheduled reminders remind web editors when their page content needs to be updated. Setting a scheduled reminder sends a notification to a web editor when their page contains information that is out-of-date or no longer relevant.
Set a Scheduled Reminder
- Set Scheduled Reminder checkbox: check to set a scheduled reminder.
- Date: Select the date you want the reminder to generate.
- Time: Select the time you want the reminder to generate.
- Repeat: (Optional): Select how many times you would like the reminder to occur and if you would like it to reoccur on days, weeks, months, or years.
Set Reminder Notification
The notification defines who received the notification, and what content displays in the email reminder. Reminders generate to the email address associated with the web editor user account.
- To: select 'Myself' to generate a reminder to the email address associated with the web editor account you are using.
- Subject: enter a subject line for the email notification that will be sent. This will be the subject of the reminder email that will be sent out, so make sure it is intuitive.
- Message: enter a meaninful message for the body of the email.
Note: enter concise, easily understood information in your subject and message fields. Remember, a reminder may be set to generate many months later. Therefore it needs to contain information that can be easily understood by the recipient, at the time it is received.
Example of concise subject and message field content:
- Subject: Update Continuing Education STEM page
- Message: Remove content related to STEAM event. This event is now over. Thank you. Your name.
Remove Scheduled Reminder
Reminders continue to generate according to the schedule that was defined in the reminder. If you update your page, please remember to remove the scheduled reminder, or set another one.
- Uncheck the checkbox under 'Set Scheduled Reminder'
- Click the blue 'Save' button at the bottom of the page
- Click the 'Submit' button to submit your page (with scheduled reminder removed) for publish
Stale Reminder
Stale reminders remind web editors to review and update their web content on a frequent basis. Setting a stale reminder sends a notification to a web editor when a page has not been edited for a defined period of time.
Set a Stale Reminder
- Set Stale Reminder checkbox: check to set a stale reminder.
- Last Published: make note of the date listed. This is when the stale timer begins.
- Stale after: Click the up/down arrow to select a time period (example: 30 days)
Set Stale Notification
- To: select 'Myself' to generate a reminder to the email address associated with the web editor account you are using.
- Subject: enter a subject line for the email notification that will be sent. This will be the subject of the reminder email that will be sent out, so make sure it is intuitive.
- Message: enter a meaninful message for the body of the email.
Note: enter concise, easily understood information in your subject and message fields. Remember, a reminder may be set to generate many months later. Therefore it needs to contain information that can be easily understood by the recipient, at the time it is received.
Example of concise subject and message field content:
- Subject: Continuing Education STEM page has not been updated in six months.
- Message: This is a reminder that your page has not been edited in six months. Please look it over and make sure all the content is fresh and relevant. Thank you. Your name.
Remove Stale Reminder
- Uncheck the checkbox under 'Set Stale Reminder'
- Click the blue 'Save' button at the bottom of the page
- Click the 'Submit' button to submit your page (with stale reminder removed) for publish