How To Set Reminders and Promote Emails in Gmail

Purpose: 

The purpose of this article is to provide direction to Outreach Users in configuring reminders and bumping emails in Outreach. 

Intended Audience: 

• Outreach Users

Notes: 

• Outreach Everywhere must be installed and enabled to complete this process. For more information regarding installing Outreach Everywhere, refer to the How To Install the Outreach Everywhere Chrome Extension article. 
• This article discusses the process of setting reminders for a specific email communication. For more information on setting automatic reminders, refer to the How To Enable Automatic Reminders in Gmail article. 

How To Set Reminders and Promote Emails in Gmail: 

1. Compose a new email or access an existing email.
2. Click the Reminders icon (bell) in the email composition window. 
3. Configure the reminder as outlined in the table below:

   Option	Description
   Bump email to top of inbox	Moves the email to the top of the inbox based on the user-defined parameters.
   Create a task in Outreach	Creates a follow up task in Outreach.
   Bump and create a task	Combine the actions of promoting an email in the Users inbox and creating a follow up task.
   Process action	If no reply No matter what
   Timeframe	In 1 hour In 1 day In 2 days In 3 days In 1 week In 2 weeks Custom
   Date & Time	Provides users with a calendar picker and time options.
   Optional Note	Input pertinent information regarding the reminder. Note: Reminders and notes are sent to a user's inbox.
4. Click Set Reminder.
   
   

Additional Resources: 

Outreach Everywhere & Gmail FAQs

How To Enable Automatic Reminders in Gmail