I didn't receive ER tasks

I didn't receive ER tasks

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There are a few reasons why you may not have received your ER tasks:

  1. You don't have Tasks enabled for the Contact in question
  2. The Contact submitted their ER order early or
  3. The Contact cancelled their order before we created the reminder.

1. You don't have Tasks turned on for the Contact in question.

You must have Tasks enabled for a Contact in order to receive ER reminders for them.

To check this, first find the Contact in your Contact list. Tap their name to view the Contact Details.

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At the bottom of the screen there is a toggle that reads "Receive Tasks for This Contact". Ensure it is switched on. You will know Tasks for this Contact are enabled when the switch is green.

Wait! I can't change the switch. It seems to be stuck!

This means your are not the Supporting User for this Contact and will not be able to receive Tasks for them.

Learn what this means here: Supporting Users.

2. The Contact submitted their order early.

A Contact can log in to their YL VO and submit their recurring ER order before their actual automated order date. In this case you will not receive an ER reminder for this Contact since we don't want our Users to appear spammy. And there isn't much point in reminding someone about an order they've already submitted!

We are working with YL to get this information ahead of time so we can create a corresponding notification for you when the order occurs.

3. The Contact cancelled their order before their recurring order date.

If a Contact decides to cancel their ER order before we create the reminder, you will not receive an ER Task. We are working with YL to get this information when the cancellation occurs so you can communicate with your Contact appropriately.

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If you don't receive an ER Task for either reason 2 or 3, we recommend simply politely asking your Contact about their order. Ask if they need recommendations on products for this month or if you can help in any other way. It's ok to be proactive!

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Still need help? Contact Support by following these steps.