{"id":8349,"date":"2024-10-29T22:44:29","date_gmt":"2024-10-29T22:44:29","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=8349"},"modified":"2026-02-16T23:59:57","modified_gmt":"2026-02-16T23:59:57","slug":"personal-reminders","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/personal-reminders\/","title":{"rendered":"Personal Reminders"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"GReminders Overview: Personal Reminders\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/ri5ViK3iyu4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><strong>Personal Reminder Templates in GReminders<\/strong><\/p>\n\n\n\n<p><strong>Definition<\/strong>: Personal Reminder Templates are pre-configured message frameworks that define the content, timing, delivery method, and conditions for reminders sent to <strong>you<\/strong>, or your team members. They work on any calendar event (meetings, recurring tasks, bills, medication, wake-up calls, etc.).<\/p>\n\n\n\n<p>In the above video, an example is shown of a Personal Reminder that will trigger when the words &#8220;wills&#8221; and &#8220;trusts&#8221; are detected in the event description of a calendar event, an email is sent to an estate planning attorney, letting her know about the meeting and inviting her to stop by.<\/p>\n\n\n\n<p>She has given the Custom Field that allows her to add the meeting to her calendar. Her email address is then added as a recipient, and she&#8217;ll receive this message each time the same criteria are met.<\/p>\n\n\n\n<p><strong>Key Features<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Template Creation<\/strong> Created in the <strong>Personal Reminders<\/strong> section (left menu) or under Reminder Templates in Setup.<\/li>\n\n\n\n<li><strong>Content Customization<\/strong> Full text formatting for emails; concise, powerful messaging for SMS\/voice. Use dynamic fields such as: {{event.name}}, {{event.start_time}}, {{event.description}}, {{event.date_coming_up_at}}, {{event.time}}, etc.Example: \u201cReminder: Pay your {{event.description}} bill {{event.date_coming_up_at}}.\u201d \u201cThis is your join link for the seminar coming up in 1 hour: {{event.zoomlink}}.\u201d<\/li>\n\n\n\n<li><strong>Delivery Settings<\/strong> Choose SMS, email, voice call, or any combination. Set exact timing (e.g., 10 minutes before, 1 day before, or follow-up reminders after the event).<\/li>\n\n\n\n<li><strong>Conditions \/ Criteria<\/strong> Trigger on <strong>all events<\/strong> or use <strong>Custom Criteria<\/strong> (event title contains \u201cMedication\u201d, description contains \u201cwills &amp; trusts\u201d, specific calendar, etc.).<\/li>\n\n\n\n<li><strong>Recipient Options<\/strong>\n<ul class=\"wp-block-list\">\n<li>Yourself (the calendar owner)<\/li>\n\n\n\n<li>Specific team members or family (add their phone\/email)<\/li>\n\n\n\n<li>Additional recipients (CC\/BCC for email, extra phone numbers for SMS\/voice)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Branding &amp; Attachments<\/strong> (email only) Add your logo, signature, or links to prep materials.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Personal Reminder Templates in GReminders Definition: Personal Reminder Templates are pre-configured message frameworks that define the content, timing, delivery method, and conditions for reminders sent to you, or your team members. They work on any calendar event (meetings, recurring tasks, bills, medication, wake-up calls, etc.). In the above video, an example is shown of a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[95],"class_list":["post-8349","post","type-post","status-publish","format-standard","hentry","category-reminders-sms-email","tag-personal-reminder"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Personal Reminders - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/personal-reminders\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Personal Reminders - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Personal Reminder Templates in GReminders Definition: Personal Reminder Templates are pre-configured message frameworks that define the content, timing, delivery method, and conditions for reminders sent to you, or your team members. 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