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Help Center › Admin screens, field by field › Marketing reminders: personal reminders and the post helper
Marketing reminders: personal reminders and the post helper
Every box in New reminder and in the Copy post and open group helper, with repeat rules and early-reminder choices.
Where to find it: Contractor Hub → Marketing & Growth → Marketing → Reminders tab. Press Add a reminder for a personal reminder, or 📋 Copy post & open on a group that is due.
Personal reminders are for things you must not forget: insurance renewals, weekly social posts, calling suppliers, checking on a job. They can happen once or repeat. The post helper opens a group-posting reminder, lets you edit the text and copies it.
Fields: New reminder / Edit reminder
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
What (title) |
The name shown on the list and in the alert. | Example: Renew insurance certificate. |
Empty. |
Repeat (rule.type) |
How often the reminder fires. | Pick Once, Daily, Weekly, Monthly, Yearly or Every N days. | Once. |
Date (Once) / Starting (Monthly, Yearly, Every N days) (rule.date) |
The day it happens, or the day the repeat starts. Monthly uses the day of the month; Yearly uses month and day. | Pick a date. | Today. |
On (Weekly) (rule.days) |
The weekdays it repeats on. | Tap Sun to Sat. Several are allowed. | Today’s weekday. |
Every … days (rule.every) |
The gap for “Every N days”. | A number from 1 to 365. | 7. |
At (rule.time) |
Time of day. | Example: 09:00. |
09:00. |
Until (optional) (rule.end) |
The last day a repeating reminder runs. Not shown for Once. | Pick a date or leave empty. | Empty (no end). |
Remind me early (rule.lead) |
Sends the alert before the set time. | Choose At that time, 15 minutes before, 1 hour before, 1 day before or 1 week before. | At that time. |
Notes (notes) |
Extra detail shown under the reminder and in the alert (first 300 characters). | Free text. | Empty. |
Link (optional) (url) |
A link shown on the reminder. | A web address. | Empty. |
Alert me by (channels) |
Where the alert goes. | Tap In the app, Email, Text me. | In the app and Email. |
| Add reminder / Save | Saves and tells you the next reminder time. | Click. | |
| Delete | Deletes the reminder and its history after you confirm. | Click. |
Fields: cards and buttons on the Reminders tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| 📣 Add a group / ⏰ Add a reminder | Opens the group form or this form. | Click. | |
| ✓ Done | Marks a due personal reminder done. A repeating one moves to its next date. | Click. | Shown only when due. |
| ✏️ Edit | Reopens the form. | Click. | |
| ⏸️ Pause / ▶️ Resume | Stops or restarts a group’s reminders without deleting it. | Click. |
Fields: the post helper
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Your post (edit if you like) (post_now) |
The text that will be copied. It is the next version in the rotation with the tracked link filled in. Edits here are for this copy only. | Change the wording if you like. | The next version. |
| 📋 Copy post & open the group | Copies the text and opens the group address in a new tab. Paste it there. | Click, then press and hold → Paste. | |
Optional: paste the link to your post (post_url) |
Keeps the address of the post you made. | Paste the address of your post. | Empty. |
| ✅ Yes, I posted it | Records the post, adds one to the post count and moves to the next day. | Click after posting. | |
| Remind me in an hour | Snoozes the reminder for one hour. | Click. | |
| Already posted | Shows the “Posted it?” box without copying. | Click. | |
| Skip this time | Skips this posting day. | Click. | |
| Photo thumbnails | Each downloads as a file so you can add it to the post. | Click a photo, save it, add it in the group. |
Steps
- Press Add a reminder.
- Type What, choose Repeat, and set the date, weekdays or number of days.
- Set At, and an end date if the reminder should stop.
- Choose Remind me early and Alert me by.
- Press Add reminder.
- When a group is due, press Copy post & open, paste in the group, return and press Yes, I posted it.
If something goes wrong
- “That reminder is gone.” The reminder was deleted on another device.
- “Opened the group. Copy the post from here if it didn’t paste.” Your browser blocked copying; select the text and copy it yourself.