#Configure Reminder Profiles

A reminder profile is used to remind task assignees via notification emails before tasks expire.

To access Reminder profiles, click the Reminder profiles card on the Profiles & templates page.

There are two types of reminder profiles:

• Reminder profile for object – It can be used in Automated escalation profiles, Automatic import profiles (except Viva Engage community automatic import profiles), Contact election profiles, Renewal profiles, and Stage profiles.

• Reminder profile for a task – It can be used in the approval processes.

To create a reminder profile, click Create on the ribbon and select the type of reminder profile you are about to create and complete the following settings to configure a reminder profile:

1. Profile name – Enter a name for this reminder profile.

2. Description – Enter an optional description for this reminder profile.

3. Email template – Select an email template that will be used to send the notification email.

4. Recurrence – Select one of the following recurrence patterns to define whether to re-send the notification email:

   • One-time reminder – With this option selected, enter a number in the text box and select Days or Weeks to define the time to send the email in advance.

   • Recurring reminders - With this option selected, enter a number in the text box and select Days or Weeks to define the time to send the email in advance. Set a schedule to re-send the email every few days in this recurring pattern.

   • Manually specify each reminder date – With this option selected, you can create reminder dates manually. To manually add a reminder date, click Create above the reminder date table to open the Add reminder date panel and configure the following settings:

     • Enter a number in the text box and select Days or Weeks to define the time to send the email in advance.

     • Use a separate email template – With this option enabled, select an email template to send notification emails in a different email template for this reminder date. Otherwise, notification emails will be sent in the email template configured for the profile by default.

       You can choose whether to add users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) in the Cc field as the email notification recipients. You can also enter $ to select from the following user roles. For detailed descriptions of the roles, refer to Appendix F - Supported Variable Roles.

       • $Primary contact

       • $Secondary contact

       • $Manager of primary contact

       • $Manager of secondary contact

   Click Save to add the reminder date to the table.

5. Send copies of reminder dates – To specify the users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) who will receive a copy of the reminder email before the task is overdue, enter the name of the users or groups in the text box, or enter $ to select from the available roles.