- Navigate to Trace.
- Click Assessments.
- Click the In Progress section to view all assessments that are not yet completed by your suppliers and for which you can send a reminder.
- From here, you can filter assessments by their type. This is useful when you have a lot of assessments in progress, as you can easily sort them by type, such as Trace or Supplier Assessment.
- Click on the assesment you want to send the reminder for.
- Click the Actions button.
- Click Send reminder to send a reminder to the supplier about the pending assessment submission.
- Enter your message in the text field to add a customizable message to the reminder email. This field is optional, even without a message, the reminder email will still be sent to your supplier.
- Example of the message you could send.
- Click Send reminder to send the reminder email to the supplier.
- Your suppliers will receive the reminder email in their inbox.
- Navigate back to Brand Cloud and click the Activity Log button to view the full assessment submission history.
- Reminders come in two types: system and manual. System reminders are automated and sent on our side according to your reminder schedule, while manual reminders are sent directly by a team member and will appear in the log as "Reminder sent by [person]".
- In the Activity Log you can see exactly who is behind each entry, for example these reminders, one sent by System and one by Antonija Monar. The recipient email addresses are shown as well, so you can see exactly who each reminder went to.
- From here, you can see when the next system reminder is scheduled to be sent to the supplier for this assessment.
- From here, you can see when the last reminder was sent.
Send Assessment Reminders to Suppliers
Send a manual reminder to a supplier for an In Progress assessment, optionally with a custom message. Check the Activity Log to see both manual and automated system reminders — who sent them, to which email, and when the next one is scheduled.
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