Remembering when to contact customers can be a challenge when you're busy. That's why Upsales can do the remembering (and reminding) for you. Reminders arrive as notifications in your web app or your mobile app.
Reminders are a personal setting: each user turns them on for themselves under Settings → My profile → Reminders.
This article covers how to create phone call reminders to:
- Contact customers regularly
- Contact customers before subscription renewal
- Where reminders appear
- Reminder criteria
How to create phone call reminders to contact customers regularly
- Go to Settings → My profile → Reminders:
-
Turn on Remind me to talk to my customers every and choose Month, 3 months or 6 months.
- If your account uses Tasks, choose if you want to add the call to a call list:
If your account uses Activities instead of Tasks, an administrator has to set a default activity type first. Until then, the Reminders page shows Missing default activity type. Please set a default activity type in Settings. and no reminders are created.
Upsales checks for companies to remind you about every four hours.
Reminder criteria
You receive a reminder for a company when:
- You are an account manager for the company
- The company was created in Upsales before the reminder period (so if you set a 3-month reminder, the company has to have been in Upsales for over 3 months)
- You have no open activity or task for the company, whatever its date
- You closed no activity or task for the company within the reminder period
- No meeting you take part in took place within the reminder period or is planned for any later date
- You sent no individual email to the company within the reminder period (group mail and event emails don't count)
- The company's status is Customer
How to create phone call reminders to phone customers before subscription renewal
You need Subscriptions to adjust the following settings
Turn on Remind me before a subscription is renewed:
Under Which subscriptions do you want to be reminded of?, turn on one or both options. At least one has to stay on.
- Subscriptions where I'm added as a user
- Companies where I'm an account manager
Choose how far in advance of the renewal you want to call the customer:
Where reminders appear
Reminders appear as a phone call in Tasks:
If your account uses Activities instead of Tasks, reminders are created as activities of the default activity type and appear under Activities. The upgrade from Activities to Tasks is free: contact support to get it.