Reminders
Attach automatic follow-up emails to a template, sent a set time after the parent email
Reminders
Reminders are follow-up emails attached to an email template. Once the template's parent email is sent, each enabled reminder goes out automatically after a delay you configure. Reminders share the same sender as the parent email but have their own subject and body, so you can build a multi-step follow-up sequence from a single template.
A typical use is a brochure follow-up: after someone requests a brochure, a series of nudges goes out over the following weeks.
Availability
Reminders appear under the Reminders tab in the Template Editor, but only for templates whose trigger type supports them (for example Brochure Requested). Templates without a reminder-capable trigger type do not show the tab.
Adding a reminder
- Open the template in the editor and select the Reminders tab.
- Click Add reminder. A new reminder card opens, ready to fill in.
- Configure the delay, subject, and body (see below).
- Save the template.
Each reminder is shown as a collapsible card. Filled-in reminders start collapsed so a long sequence stays scannable — click the card header to expand or collapse it. The collapsed header shows the reminder's subject and when it will be sent.
Delay and unit
Each reminder is sent a configurable delay after the parent email. The delay is a value plus a unit:
| Unit | Meaning |
|---|---|
| Hours | Clock hours after the parent email is sent. |
| Workdays | Business days after the parent email. Weekends and Dutch public holidays are skipped. |
| Days | Calendar days after the parent email, weekends and holidays included. |
Pick the unit that matches your intent. A reminder set to 5 Workdays is sent five business days later — not five hours later. The unit is shown both in the field label and in the collapsed card summary.
Workdays counts Monday–Friday and skips the Dutch public holidays: New Year's Day, Good Friday, Easter Monday, King's Day, Ascension Day, Whit Monday, and both Christmas days.
Subject and body
- Subject — the subject line for this reminder.
- Body — composed in a rich text editor with a formatting toolbar (bold, headings, lists, links, buttons, alignment). Use the HTML source toggle in the toolbar if you prefer to edit the raw HTML directly.
The same {{variables}} placeholders that are available on the parent email can be used in a reminder's subject and body — they are resolved from the same data context at send time.
Send window
By default a reminder is sent as soon as its delay elapses. You can optionally restrict sending to a send window — specific hours and days of the week. When the delay elapses outside the window, the reminder is held until the next valid time inside the window. This is useful for keeping follow-ups within business hours.
How reminders are sent
- A background scheduler checks for due reminders every few minutes, so a reminder goes out shortly after its delay elapses (and within its send window, if set).
- Each reminder is sent at most once per recipient for a given parent email — you won't get duplicates if the scheduler runs again.
- Disabled reminders are skipped. Toggle a reminder off with its Enabled switch to pause it without deleting it.
- Recipients who have unsubscribed or are otherwise suppressed are skipped automatically.
Example: brochure follow-up sequence
A Brochure Requested template with four reminders, all anchored to when the brochure email was sent:
| Reminder | Delay | Purpose |
|---|---|---|
| 1 | 2 workdays | Quick check-in |
| 2 | 5 workdays | Share a customer story |
| 3 | 11 workdays | Highlight reviews |
| 4 | 21 workdays | Final nudge |
Because the unit is Workdays, the cadence stretches across calendar weeks and never lands on a weekend or public holiday.