How do I set up the rules for automated product reminders?

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With product reminder rules you can design an automated process defining how many product reminders will be sent in which form and when. As it is possible in Animana to schedule product reminders to be sent automatically to clients based on product reminder rules, the specific notification settings are required for the automated product reminders to work. This article will explain how to set up your product reminder rules, also known as notification settings.

Before you start

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You need permission to be able to manage product reminder rules. Permissions can be adjusted by your practice administrator in Settings > General Settings > Role Management.
Create the reminder templates you want to use for your product reminders before you continue. You can create templates in Settings > General Settings > Content Designer. See the related articles for more information.

Step-by-step instructions

Go to Settings > General Settings > Product Reminder Rules.
Under “Settings”, click New to create a new product reminder rule.
Enter the rule name in the field “name” at the top.
Start with the box at the top, called “Reminder 1”, and define how many days before or after the product reminder due date (determined in the product settings), pet owners need to receive this notification.
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For example, if the product reminder due date is on January 30th (when the vaccination is due for renewal), you might want to send the notification 30 days before this date. So you would enter “30” in this field and check the box “before reminder date”. To send the notification after the reminder date, you tick the box “after reminder date”.
Select the way you want to remind your clients in the “reminder” drop-down menu (you can choose e-mail, letter or text message).
Choose the message template you want to use for sending the reminder by selecting it in the drop-down menu behind “text”.

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Read more about creating templates in the related articles.
Select the days of the week you want to send out product reminders by ticking the appropriate checkboxes.

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When the product reminder is due on a day that is not selected here, it will be sent on the first selected day (in the following automatic reminder batch).
If you want, you can continue with adding up to four product reminders.
When you’re done, scroll down and click Save.

More about this

An example for a vaccination reminder

We want to set up a vaccination reminder process with the following details:

Reminder 1: send an e-mail 30 days before the reminder due date using the letter template ‘Vaccination reminder email/letter’. These product reminders should only be sent out on weekdays.
Reminder 2: send a text message 1 day before the due date using the text message template ‘Vaccination reminder is due’. These product reminders should only be sent out on weekdays.
Reminder 3: send a letter 14 days after the due date using the letter template ‘Vaccination reminder overdue’. These product reminders should only be sent out on weekdays. Keep in mind that these letters need to be generated and sent to the pet owners.

These three product reminders can be specified in the product reminder rules as seen in the screenshot below:

You have now created a product reminder rule. The next step will be to allocate products to this product reminder rule. This will be explained in a separate article that you will find in the Related articles section below.

Updated on 16 February 2026

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