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Reminding yourself to follow somebody up

Pro

Set a reminder about someone who wrote to you, and it waits on the Automations tab until the day; nothing is sent to them and it costs no credits.

In your dashboard: People > Notify > the Automations tab > Remind me about somebody

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A reminder is a note to yourself about one person. Nothing is sent to them, and it costs no credits.

  1. Open Notify from the sidebar, then the Automations tab.

  2. Scroll to Remind me about somebody.

  3. In Who, pick the person. The list holds the people who sent you the Stay in touch form.

  4. In Remind me in, pick how long, from A day to a few months ahead.

  5. In What about, write a short note, like the quote you promised.

  6. Press Set the reminder.

Your reminders wait under Coming up. When the day comes, the reminder moves to Due now and the Reminders due now count at the top of the tab goes up. Press Done once you have followed them up.

A reminder waits for you on this tab. It does not send you an email or a notification, so look in when you open your dashboard.

Only people who sent you the Stay in touch form can have a reminder. If nobody has yet, the panel says so. Reminders are part of Pro, which is $0.99 a month.

Good to know

Birthday and anniversary reminders are on the WhatsApp screen and need the WhatsApp add-on. See Birthday, anniversary and other reminders.

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