Automated Email Reminders


Automated email reminders are a great way of saving time and effort when trying to stay on top of recurring tasks and events.


Here are some examples for popular industry sectors that rely on automated reminders:


Health and Beauty 


A popular requirement is to set up automated appointment reminders, birthday reminders, annual beauty maintenance top up reminders i.e. cosmetic treatments i.e. fillers, medical tattooing etc.


How to set up an automated reminder?


1. Simply set up custom field with a date stamp see example below:



2. Set up the trigger rule -  what and when i.e  send out email, text or task reminder in x days/weeks/months.


3. Follow up trigger rule – i.e. send out another reminder or follow up information in advance of the next booking i.e. not to have a sunbed treatment so many days before a specific treatment.


4. It is possible to have a series of emails, texts that follow on from the first trigger action if required so it is important to map out the reminder and follow up processes so it can all be automated at once.


Financial Sector


Automated email reminders can help Accountants to keep on top of end of year tax etc for individual clients. Insurance brokers or financial advisers can keep on top of policy or investment renewal dates.


How to set up automated reminders?


1. Simply set up custom field with a date stamp see example above.


2. Set up the trigger rule -  what and when i.e  send out email, text or task reminder in x days/weeks/months.


3. Follow up trigger rule – i.e. send out another reminder or follow up information in advance of the action i.e. remember to chase up client to send in year-end accounts a week before face to face meeting. Send out reminder to renew annual insurance policy etc,


4. It is possible to have a series of emails, texts that follow on from the first trigger action if required so it is important to map out the reminder and follow up processes so it can all be automated at once.


Trades Sector


Automated reminders can be used for annual maintenance, for example to remind a client of PAT electrical testing, Servicing Boilers, Chimney sweeps due or stove maintenance checks etc:


How to set up?


1. Simply set up custom field with a date stamp see example above.


2. Set up the trigger rule -  what and when i.e  send out email, text or task reminder in x days/weeks/months.


3. Follow up trigger rule – i.e. send out another reminder or follow up information in advance of the action i.e. remember to advise client to not light fire or stove on day chimney is due to be swept.


4. It is possible to have a series of emails, texts that follow on from the first trigger action if required so it is important to map out the reminder and follow up processes so it can all be automated at once.


To find out more contact our Support Helpdesk about setting up automated reminders.