For some email templates, you can set up reminder emails to provide automatic follow-ups to families if they don't complete specific tasks.
Reminder emails can be set to notify the family member if they haven't completed their online arrangements, signed their digital forms, or verified the DC working copy. You can set up these reminders within the specific email template.
Each reminder email has its' own customizable template, and you can create new ones with your own follow-up intervals.
Edit an Existing Reminder
While in an email template, click the pencil ✏️ icon next to the reminder you'd like to edit within the Reminder emails section.
You'll land on a new editing page, that looks almost identical to the parent email template edit page. You can adjust the sender, subject, body, and footer.
Adjusting the interval
An additional setting available for reminder emails is the follow-up interval.
Follow-up intervals can be set based on your preferences, but here are some examples of schedules that we've seen perform well, based on the need-type of the case:
At need:
First follow-up: 8 hours later
Second follow-up: 2 days later
Imminent:
First follow-up: 1 day later
Second follow-up: 7 days later
Pre-need:
First follow-up: 1 day later
Second follow-up: 7 days later
Create a New Reminder
To create a new reminder email for an email template, click the Add reminder button in the Reminder emails section.
Enter a unique name in the Reminder name field (required).
Choose a name for the Sender name field; this will appear in the email's "From" line. Many choose the Case Manager or Funeral Director's name, or the Funeral Home Name.
Set a Subject line that is general, like “Reminder to complete online checkout for {{funeral_home_name}}” or “Complete digital forms.”
Customize the Email content, keeping it brief since it’s a reminder.
Footer content (optional) typically includes the funeral home's name, address, and phone number.
Add Email attachments (optional) drag & drop your file or click box to select a file
Set the Follow-up interval based on your needs.
Preview & Save changes
🟡 ID Verification Email Reminders
When sending an ID verification email within a specific case, reminder emails will always be disabled by default. In order to send reminders, make sure Send reminders is checked prior to sending:
