Marketing reminders: personal reminders and the post helper

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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

  1. Press Add a reminder.
  2. Type What, choose Repeat, and set the date, weekdays or number of days.
  3. Set At, and an end date if the reminder should stop.
  4. Choose Remind me early and Alert me by.
  5. Press Add reminder.
  6. 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.

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