Introduction: Knowtifier, a powerful plugin for Act software, allows users to automate reminders and notifications to improve productivity and ensure important tasks are not overlooked. In this tutorial, Tony Holowitz explores how to set up activity reminders using Knowtifier, formerly known as Notifier. By sending timely reminders to both clients and users, Knowtifier helps enhance communication and organization within your Act database. Let’s delve into the process of creating activity reminders using Knowtifier.

Step 1: Accessing Knowtifier:

• Open Knowtifier by double-clicking on the Knowtifier icon, which will bring you to the setup window.
• Ensure you have selected the appropriate Act database and provide your username and password to log in.

Step 2: Setting Up Activity Reminders:

• Inside the setup window, navigate to the “Activity Email Alert” section to create a new reminder.
• Consider the frequency of reminders you want to send, such as a one-day reminder or a one-hour reminder before the scheduled activity.

Step 3: Customizing Email Templates:

• Knowtifier comes with its own template editor, allowing you to create personalized email templates for reminders.
• Open the template editor to design templates that convey relevant information effectively.
• Reach out to Tony Holowitz for sample templates that you can use or modify to suit your needs.

Step 4: Selecting Users and Activity Types:

• Choose the users from your Act database who should receive the reminders.
• Specify the activity types for which you want to send reminders. For instance, you may exclude call reminders if you prefer to schedule calls as meetings.

Step 5: Setting the Trigger Time:

• Define when the reminder should be triggered in relation to the activity’s start time.
• For example, set the reminder to be sent one day before the activity starts to provide ample notice.

Step 6: Customizing the Reminder Email:

• Fill in the subject for the reminder email, including your name and a clear reminder message.
• Optionally, include CC and BCC email addresses to copy additional recipients.

Step 7: Recording the Email History:

• Choose whether you want to record the history of sent emails to keep track of reminders.

Conclusion: Knowtifier, formerly known as Notifier, is a valuable tool for streamlining your Act experience by automating activity reminders. By creating personalized templates, selecting relevant users and activity types, and setting appropriate trigger times, you can ensure that both clients and users receive timely reminders for upcoming meetings and appointments. Embrace the power of Knowtifier to enhance communication, avoid missed appointments, and boost productivity in your Act database. With Knowtifier, stay on top of your schedule and focus on what matters most – growing your business.