How to Manage Automated Process Reminders in 3 Easy Steps

How to Manage Automated Process Reminders in 3 Easy Steps

technology automationpersonalized use case solutionsIT marketingdigital engagement
Automated Process Reminders, Manage

When companies are implementing changes to their processes, they need to communicate these updates to their clients. These organizations are hoping to find a way to send updates as tasks are completed, without creating a large amount of extra manual work. Sending these reminders manually involves identifying each client, gathering contact information, and creating the message every time an update occurs. This takes up a lot of time and resources for the company, and could be improved by incorporating digital tools.

SimplyCast presents the Automated Process Reminders use case. This solution leverages digital resources to help companies communicate key updates and reminders to their clients. Streamlining this process with automated reminders leaves time for other more human involved tasks, and reduces the overall manual workload for employees.

This solution involves 3 short steps that we have previously identified and are going to break down in his blog.

How to Use the Automated Solution

SimplyCast anticipated the need for a better, more organized system for communicating with clients regarding reminders and process updates. A digital solution offers an opportunity to make it easier and more efficient to send process reminders and updates using automation. This variety of digital tools helps keep the process smooth and efficient. These include multi-channel messaging, API connections, and response triggers. This streamlined solution makes it easier for companies to update clients and remind them about key tasks. Improving engagement has never been easier, which is why SimplyCast created this automated solution. Here is a brief overview of the 3 steps that make up this solution, and how each one works.

Step 1- Automated Triggers

When a contact’s information has changed, when a manual trigger is activated, or during API connection, a trigger can send updates and reminders to clients.

Step 2- Information Requests

When information is needed from a client to complete a process, an information request can be sent automatically or manually. This request can include a link directly to a form where clients can submit the necessary information. Additionally, if a client doesn’t respond to the request, a follow-up reminder can be sent automatically.

Step 3- Update Messages

Update and reminder messages can be pre-defined to fit the process in question and to line up with information tied to a client or other contact. These messages can be sent not only using emails, but also by SMS text messages or automated phone calls as appropriate for the level of urgency involved. 


Why SimplyCast?

That’s the summary of what it takes to create a digital solution for communicating with clients when changes occur and it’s only scratching the surface of what is possible when it comes to using automated technology to help this management process run smoother.

The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution.

Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them.

Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind.


Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works. Let them know you’re looking at UC0000101, Automated Process Reminders when your demo begins.

Simply request a demo by clicking the button below and let us show you how our solution can help address your support communication more effectively.

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