Form RM · Reminders
Reminders & Sequences.
Automated follow-ups that run on your schedule. Set them once and stop chasing clients manually.
Setting up reminder sequences
Create named sequences with custom cadences and assign them to requests.
4 min
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Customizing reminder messages
Edit subject lines, message bodies, and use merge tags.
4 min
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When reminders stop
How auto-stop on completion works and how to pause manually.
2 min
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SMS reminders
Enable text message reminders alongside email follow-ups.
3 min
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