Touch Reminders
Whether you want to set reminders per contact or group contacts by tag for easier management, Rechat helps keep your follow-ups on track.
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Whether you want to set reminders per contact or group contacts by tag for easier management, Rechat helps keep your follow-ups on track.
Last updated
Was this helpful?
Stay on top of client communication with Rechat’s automated touch reminders. Set reminders based on the number of days between logged emails, calls, texts, or reminders, so you never miss an important follow-up. Whether you want to set reminders per contact or by tag for easier management, Rechat helps keep your follow-ups on track.
Within each contact record, you can manually set touch reminders for follow-ups based on your interaction history. Whether it’s a reminder to call, email, or send a text, Rechat will notify you when it’s time to take action. This way, you can stay proactive with each client and personalize your communication based on their needs.
Step 1: Open the contact record you want to set an automatic reminder for. Click the bell icon in the Contact Overview section.
Step 2: Choose how often you want to be reminded to be in touch with the contact. Don't see one that fits your needs? Click Custom and enter the number of days since your last logged activity. Alternatively, you can turn off the automatic touch reminder should you wish.
For a quicker and easier way to manage reminders, Rechat lets you set automated touch reminders by tag. When you tag a group of contacts (like “Hot Leads” or “Past Clients”), you can create a reminder to follow up with that entire group at a specified time. This eliminates the need to set individual reminders and ensures that every contact in the group gets the attention they need, all with minimal effort on your part.
Step 1: Go to My Settings.
Step 2: Go to Manage Tags.
Step 3: Click the Edit icon (pencil).
Step 4: Enter the number of days between touches you'd like and tap Save.
