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BQ Advisory
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BQ Performance
Reminding Participants
Reminding participants to complete their interactions is simple:
- You can set up automatic weekly reminders. The system will send reminders for up to two months or until the participant completes the interaction.
- Alternatively, you can manually remind participants to complete an unfinished interaction (see below).
Step 1: Log in to the BQ Portal
If you are not already logged in, click here to sign in with your credentials.
Step 2: Select a participant
Select a participant from the participant list.
To find a specific participant, enter their first and/or last name in the search box at the top left.
To select a participant, click on the row displaying the participant’s name.
You will be redirected to a preview of their dashboard.
Step 3: Select how to remind the participant
On their dashboard, click “Send reminder”.
On the interaction management page, you have several options to remind your participant.
Use any of the three green buttons to re-send the interaction invitation. For more details, refer to the explanations next to each button.
Alternatively, you can adjust automatic reminder settings by clicking “Set automatic reminders”.
Next, enable the Automatic Interaction Reminder by switching it from OFF to ON. Keep in mind that reminders are only sent for up to two months after the interaction is created.