If you're wondering how and when your customers are reminded about signing their transactions, this article provides the details about automatic emails. Automated emails default to "On" at the account level.
Read Manually Send a Reminder if you want information about sending manual reminders. Manual reminders can be used and customized at the transaction level.
🎯Primary Audience: Notarize for Business
What do the reminder emails look like?
Automatic reminders are sent from Jenny at Notarize. Here's an example of what that looks like.
How many times do customers get a reminder?
Each automatic reminder is emailed a maximum of one time at the cadence below:
|Transaction Status||Email Sent|
|Sent but not open||After 6 hours, 24 hours & 48 hours|
|Opened but not completed||After 6 hours, 24 hours & 48 hours|
Signers can unsubscribe from these emails, but you can also manually send a reminder if your signer needs additional reminders.
Can I customize these emails?
Currently, these automated emails cannot be customized. If you're interested in doing that, please reach out to your Customer Success Manager and let them know that's a feature you'd like to see in the future.
Note: You can customize the manual reminders. Read Manually Send a Reminder.
How do I turn off the automated reminders?
Please reach out to your Customer Success Manager (CSM) or our Support Team to disable all automated alerts for all your customers.
Feel free to reach out to our Support team if you need help!
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