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Auto-Reminders for Incomplete Applications

The Incomplete Application Auto-Reminders feature helps scholarship administrators proactively contact students during the application period. The system automatically sends reminders based on a schedule you set, encouraging students to return and complete their application on time.

It’s an easy way to boost engagement, increase submissions, and attract more qualified applicants—without adding to your workload.

Understanding Auto-Reminders

Once enabled, Auto-Reminders will:

  • Identify students who have started the general application but have not submitted it.

  • Send reminder emails on a schedule you configure, based on how many days have passed since a student’s last login.

  • Continue sending reminders throughout the application period, until a final reminder date you set (or until the system default cutoff, which is the application close date).

A timeline diagram showing when incomplete-application reminder emails are sent, active only during each award cycle's Application Open Period.

How to Set Up Auto-Reminders

  1. Enable Auto-Reminders
    Navigate to Emails > Auto Notifications and confirm the Incomplete Application Reminder row is turned on.

    The Emails page's Auto Notifications tab, showing the list of automatic notifications with the Incomplete Application Reminder row and its ON status.

  2. Configure the Reminder Schedule
    Define how many days after a student’s last login you want reminders to be sent.

  3. For example, default schedule is:

    • 3 days after last login

    • 7 days after last login

  4. You can set up to three reminders.

  5. Customize the Reminder Message
    Personalize the subject line and body of the email students will receive.

    Note: If you include a specific deadline or cycle information, remember to update the message before your next cycle begins!

  6. Set a Final Reminder Date
    Choose the last day you want reminders sent during the cycle. After this date, no additional notifications will go out for the configured cycle.

    By default, the system sets the cutoff date to the date when applications will close for the cycle in question.

  7. Save Your Settings
    Once configured, the system checks daily for students who match the criteria and sends reminders automatically.

The Emails page's Auto Notifications tab, showing the Incomplete Application Reminder configuration screen with recipients, subject, message, and send schedule.

Who Gets the Reminders?

Only students who meet all of the following criteria will receive a reminder email:

  • They started the general application, but have not submitted it yet.
    “Started” means a student answered at least one question; imported-only questions do not count toward this status.

  • Their last login date matches one of your configured reminder intervals (e.g., exactly 3 days ago or exactly 7 days ago).

    • Each day, the system identifies students whose last login matches the schedule setup (e.g., exactly 3 or 7 days ago) and sends reminders only to them.

  • The current date is before the cycle's final reminder date.

Best Practices

To get the most out of this feature:

FAQs

Q: What happens if a student logs in again after receiving a reminder?
A: They’ll be evaluated again based on the new login date. If they still haven’t submitted and match a future reminder interval, they may receive another reminder.

Q: What if auto-reminders are enabled mid-cycle?
A: It’s a good practice to send a one-time broad outreach to all students with incomplete applications who visited your site earlier. Use the Incomplete Applications” distribution list (article) and filter students by last login date.

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