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Setting Up Email Reminders for Your Team
Setting Up Email Reminders for Your Team

Meeting Reminders improve meeting completion rates, find out how.

Salesroom avatar
Written by Salesroom
Updated over 8 months ago

Reduce no-shows and improve meeting completion rates by utilizing meeting Reminders. Reminder emails are sent to buyers (external users) who have been invited to the meeting.

Enabling Reminders

Organization Admins can enable Reminders for each workspace. Here's how:

  1. Navigate to the "Settings" section on the left navigation bar within your workspace.

  2. Locate the option to “Send Reminder Email”.

  3. Check the box to enable Reminders for your workspace.

If Organization settings are enabled, they control the configurations for all teams; otherwise, individual teams can have their own Reminder setup.

  1. Navigate to the "Settings" section of each team workspace.

  2. Locate the option to "Send Reminder Email".

  3. If organization settings are not applied, you can enable Reminders for your workspace.

Email Configuration

Reminder emails will be sent from the email address [email protected]. The display name will be customized to include the Meeting Owner's name and company name. For example:

  • 10 minutes before the meeting reminder example

  • One day before the meeting starts

By configuring Reminder emails, you can ensure that your prospects are aware of their scheduled meetings and are more likely to attend.

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