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Checklist scheduling

  • February 7, 2025
  • 1 reply
  • 11 views

Howdy folks! 

Im setting up a new checklist. Question, if a person clicks on the “X” when they are going to see the checklist again? 
Is it possible to “pop-up” the checklist every x days? 

Thanks

Best answer by Diogo Silva

Hi Tiago, Diogo from Nortrez here!

We can set up checklist reminders to reappear at specific intervals. For example, you could set the checklist to remind users every 3 days for up to 14 days after they first see it. Keep in mind that standalone checklists can only be sent once per customer. For recurring checklists, consider using them within a Series with re-entry enabled.

 

I hope this is of help :)

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Diogo Silva
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  • February 7, 2025

Hi Tiago, Diogo from Nortrez here!

We can set up checklist reminders to reappear at specific intervals. For example, you could set the checklist to remind users every 3 days for up to 14 days after they first see it. Keep in mind that standalone checklists can only be sent once per customer. For recurring checklists, consider using them within a Series with re-entry enabled.

 

I hope this is of help :)


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