Streamline Client Selections with New Automated Email Reminders

UDA is excited to announce the release of automated reminders for Client Selections in ConstructionOnline. Similar to the updated reminders introduced earlier this year for Permits, Insurance, RFIs, and Submittals, the new Reminder Settings offer users two core functions: the ability to manage custom email templates and the ability to set up automated reminders for construction selections. 

ConstructionOnline automatically provides 3 default Email Templates for Client Selections:

• Selection Choice Pending
• Selection Choice Overdue
• Selection Choice Due Today

However, the new Reminder Settings allow construction companies to create and manage any number of custom Email Templates for Selection Reminders. Customization options include Email Subject, Message Copy, Text Style and Format, Hyperlinks, and Custom Autodoc™ Fields. Custom Autodoc Fields automatically populate Email Templates with information sourced from the selected Selections property.

Custom Autodoc Fields currently available for use in Email Templates for automated Selection Reminders include - 

• Contact Name
• Project Name
• Selection Name
• Selection Due Date

In addition to managing custom Email Templates, companies using ConstructionOnline for the management of construction selection sheets can now apply custom configuration to Automated Email Reminders. These updated options allow for users to define which Email Templates are sent in specific instances for Client Selections. Companies can set up a variety of different Automated Email Reminders, and they can be easily managed with the simple On/Off toggle available for each reminder’s “Status.” 

Custom configuration options for Automated Email Reminders include - 

• Email Template
• Send Type
• Frequency
• Duration
• Internal and CC: / BCC: Recipients