Set up your first email reminder plan
Introduction
This guide will help you set up your first email reminder plan to send payment reminders for unpaid orders. You will also learn how to send a test email to verify your setup before going live.
Step 1: Create your email reminder plan
In Kindly's menu navigate to reminder plans.
Click Create reminder plan to begin setting up your email schedule.
Enter the plan name, choose a filter (e.g. only specific payment method), select the starting point (e.g. receipt of unpaid order), and set the schedule for the reminder emails.
Enable email and edit the template.
In the template editor you can send a test email.
Review your settings and save the plan.
Click enable autopilot in the top right corner.
Step 2: Test your email reminder plan
Before sending reminders to customers, it’s important to test your plan with a test order.
Create a new order through manually checking out in your shop choosing the payment method you used as the filter in your reminder plan.
Go to Kindly's dashboard. Your test order should be in the follow-up list.
If you notice any issues, please contact us in the live chat.
Testing your email reminder plan helps ensure your customers receive clear and professional reminders, reducing payment delays.
Additional tips
Use clear and polite language in your reminder emails to maintain good customer relationships.
Schedule reminders at appropriate intervals to avoid overwhelming customers with too many emails.
Regularly review and update your reminder plans to keep them effective and aligned with your business needs.