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Edit Reminder to Reply in TrustLine Settings

Summary

This guide explains how Admin users can edit the Reminder to Reply setting in the TrustLine Reminders section. This feature helps ensure representatives respond to anonymous users within the specified time.

In this article

  • Before you begin
  • Step 1: Access the Reminders Section
  • Step 2: Edit Reminder to Reply
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need to have an Admin role with the necessary permissions to access and edit the Reminder to Reply setting in TrustLine.
  • Ensure that your account has permission to view the TrustLine and Reminders options in the Admin tab.

Step 1. Access the Reminders Section

  1. Log in to your Plumm account with your genuine credentials.
  2. Go to the Admin tab on the dashboard.
  3. In the Admin tab, click on Settings.
  4. In the Settings section, you will see two options: Categories and Reminders.
  5. Select Reminders to access the reminder settings.

Step 2. Edit Reminder to Reply

  1. In the Reminders section, find the Reminder to Reply option.
  2. Click on the three dots at the right-hand side of the Reminder to Reply section.
  3. You will be able to select the number of days after an anonymous user has sent a message to remind the representative to reply if they haven't done so already.
  4. This reminder applies to open cases only.
  5. The system will send an email notification to the representative one day before the selected days, reminding them to respond to the anonymous sender.
  6. After setting the desired number of days, click Confirm to save the changes.

Frequently Asked Questions (FAQ)

1.Who can edit the Reminder to Reply setting?

 Only Admin users with the necessary permissions can edit the Reminder to Reply setting. If an Admin doesn't have the required permissions, they will not see the Reminders option in the Admin tab.
 

2. What is the purpose of the Reminder to Reply?

The Reminder to Reply helps ensure that representatives respond to anonymous users within the specified time. The system sends a reminder email to the representative before the selected days, prompting them to reply.

3.Does the reminder apply to open or closed cases?

The Reminder to Reply only applies to open cases.
 
 

4.How will the representative be notified?

 The representative will receive an email notification one day before the selected reminder period, reminding them to reply to the anonymous sender.

This guide should help you manage the Reminder to Reply setting within the TrustLine platform. If you encounter issues or need further assistance, please reach out to your HR or system administrator.