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7 votes

A way to test schedule reminders

Only way I know to test it to create an equivalent flow such as Set up a new Membership Type - give a contact a membership of that type Set up a Scheduled Reminder for above Membership Type Set the ...
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7 votes

A way to test schedule reminders

It might help to differentiate types of testing, e.g. (User-oriented) Click-to-test/in-app test - This is the type of test supported in the CiviMail UI (which sends an example mailing). As dlobo ...
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  • 5,564
7 votes
Accepted

How to safely restart Scheduled reminders

I have made the same mistake myself, more than once - ugh! To avoid emails being sent when a scheduled job needs to catch up on backlog: Switch from production to staging mode Manually execute the ...
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6 votes

Can I remove specific emails/contacts from Scheduled Reminders?

You can use the "Limit to Recipients" along with a smart group to handle this. Create a smart group of all members called "Receives Reminders". Manually remove those folks who you don't want to ...
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6 votes
Accepted

Scheduled reminders working for some but not all

I believe this is a bug and I have submitted an issue: https://issues.civicrm.org/jira/browse/CRM-17880. Basically, if there is a previous entry in the civicrm_action_log (like from last year) with ...
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6 votes
Accepted

When does a Scheduled Reminder send

The reminder will be sent when the next background Scheduled Reminder task is executed. I have the exact same situation and the reminder was sent by the Scheduled Reminder task 9 minutes later than ...
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  • 4,264
5 votes

Why Are My Event Reminders Not Being Sent?

Is your Scheduled Jobs for Send Scheduled Reminders enabled at civicrm/admin/job?reset=1 ? If so, does the View Log Job have any info? /civicrm/admin/joblog?jid=8&reset=1. If not, and if you ...
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5 votes

Where/How does CiviCRM track sent reminder notices?

Info on sent reminders is stored in civicrm_action_log table. https://issues.civicrm.org/jira/browse/CRM-15728 may help you understand how it works.
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  • 3,440
5 votes

A way to test schedule reminders

Unfortunately I don't think testing was built into the scheduled reminder functionality. Seems like that aspect was just skipped. I do think like contribution and event page registrations, having the ...
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  • 3,803
5 votes
Accepted

Scheduled reminders - Email head css attributes are being stripped out

The main issue seems to be the <style> tag defined in the templates. Schedule Reminder uses smarty engine by default which strips down the css styles defined. This doesn't occur in CiviMail ...
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5 votes
Accepted

Can a user removed from smart group manually be added back automatically if criteria is satisfied?

A person once removed(not deleted) from smart group won't be added again back automatically if the contact's updates his/her information or membership. So schedule reminder will exclude the contacts ...
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4 votes

Email weekly reminder to group

Could be done with scheduled reminders Adminster -> Communications -> Scheduled Reminders Entity -> Event Name, choose first meeting name. Enable repetition Repeat every 7 days until 10 years after ...
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  • 3,494
4 votes
Accepted

Do not send scheduled reminder if at least 1 membership is active

yes this can be problematic. You may also find that having other 'expired' memberships will trip you up when doing other searches etc. Therefore in a similar situation we have opted to find all the ...
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4 votes
Accepted

Can I send automatic, scheduled e-mails about expiring or just-expired memberships?

Multiple scheduled reminders are already possible out of the box using the "Scheduled Reminders" feature. From the online book: Creating and managing scheduled reminders Scheduled reminders ...
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4 votes

Why are contacts getting multiple membership scheduled reminders?

This is a bug as reported here - when a membership end date is changed the system keeps sending scheduled reminders. The issue is fixed in 4.7 but remains for 4.6
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  • 2,816
4 votes

Send welcome message at signup date, not membership 'start date'

When a membership is created there is both a 'join date' (member since) and a 'start date' You should be able to set up a scheduled reminder to be triggered based on the 'join date' and you should ...
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4 votes

Send welcome message at signup date, not membership 'start date'

Another option if you are using civicrm v4.6 or higher would be to use the date of the activity type "Membership Signup" to trigger a 'reminder'.
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  • 3,440
4 votes

How to add Scheduled Reminder CC and BCC email?

This doesn't currently seem to be a feature available in CiviCRM, however, when setting up the schedule reminder, there is an option to "Record activity for automated email or SMS" - if this is ...
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4 votes

Best practice for sending a notice about an upcoming recurring contribution

CiviRules + emailapi extension. Scheduled reminders is too inflexible as you can't control the criteria - with CiviRules you can build in whatever conditions you like. Looks like you'd need to add a ...
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4 votes
Accepted

Exclude organizations from getting Activity Schedule Reminder

Create a smart group with all Individuals in it. In Schedule reminder you can use 'Limit to' field to set as group.
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3 votes

Schedule Reminder executed but no email sent out

A contact is added to the list of scheduled reminder recipients when they first meets the criteria you have specified and the reminders will be re-sent to that list on your repetition schedule. If ...
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  • 3,440
3 votes
Accepted

Lack of payment processor blocking renewal reminders

The issue you're seeing is because you must deselect the "auto renew options" text in the third input box. You can deselect with a Ctrl-click. I just tested on my 4.4.19 demo site and could save OK ...
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3 votes
Accepted

How to troubleshoot Scheduled Reminders

Thanks to @jaapjansma from CiviCoop for all his help and support. The issue has now been solved and merged into the main CiviRules development, if anyone is facing this issue, check out the fix and PR ...
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  • 2,301
3 votes

Scheduled Reminders for 'on behalf of' Memberships

It seems that the Memberships must be INHERITED by the permissioned employee as well.
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3 votes
Accepted

How do you add activity types to scheduled reminder dropdown

All (most?) activity types are exposed as options in scheduled reminders in 4.5 and 4.6. "Contribution" certainly is. If you are still on 4.4 and don't want to upgrade yet then this forum topic may ...
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  • 3,440
3 votes
Accepted

cron jobs process_membership, send_reminder and process_membership_reminder_date

The first one, process_membership, goes around and updates the membership statuses. It's what sets a member's status to "expired" once the end date comes around. Once upon a time, it sent reminders, ...
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  • 7,347
3 votes
Accepted

CiviEvent Scheduled Reminder using SMS

You could use the two extensions CiviRules and SMS API. We are using those two in combinations, to send a sms whenever certain triggers and conditions are met.
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  • 2,231
3 votes

Update membership status automatically

I think the reminders portion of the memberships has migrated to "Scheduled Reminders" but I believe the status update portion remains in the "Scheduled Jobs" area. Once you get to 4.7 that warning ...
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3 votes
Accepted

How can I check if Civicrm mails sent through scheduled Cron are bounced or sent successfully?

I do not think CiviCRM currently offers a way to catch bounced messages from sending an email direct from a contact record, or via Scheduled Reminders. The only 'bounce' processing that occurs, afaik,...
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3 votes

Measure open rates for standard emails from Civi, not from Civimail

Not sure you'd class this as cunning or hacky but we have a trick & some code. Essentially we've changed scheduled reminders to send from CiviMail rather than triggering it's own one-shot emails. ...
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  • 31

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