Use the Reminders feature
Last updated 13 October 2026
Reminders are automatic emails about journeys a client hasn't finished. You choose who gets them and when.
Set up reminders
Go to Settings, then Journey settings, and open Client journey reminders (2).
Next to Send reminders to, press Edit, tick who gets them (1) and press Save:
- Client: the client themselves;
- Journey creator: the system user who sent the journey;
- Notification: your firm's notification email address;
- Journey watchers: colleagues who follow journeys they didn't send.
Next to Send reminders after, press Edit, tick when (2) and press Save: 3 days, 1 week or 2 weeks after the journey was sent. You can choose more than one.
Reminders for a workflow
Workflows have their own reminders. Open the workflow and use the Reminders card (3). See Build a workflow.
