How do I set up email reminders for Fundraising follow-ups?

Learn how to receive automatic email reminders to follow up with investors in your Fundraising pipeline.

Keeping tabs on your conversations with potential investors is a great way to speed up a fundraise. In order to help you best stay on top of your conversations, we allow you to receive automatic email reminders for when it is time to follow up with investors. Learn more below: 

To toggle on or update these settings. First, navigate to the Fundraising pipeline you would like notifications for. Click on the three horizontal dots in the top right corner and choose Pipeline settings. See Email reminders to turn off or on reminders for these updates.

Below this, you can also select which users you would like to receive reminders. From here you will receive email reminders whenever a follow-up is due! Check out a quick example below: 

Click the Fundraising pipeline you would like reminders for:

Image 1

Click on three horizontal dots in the top right and select Pipeline settings:

Image 2

From here, make your way to the Email reminders section. You can toggle reminders on/off and select admins to receive reminders: 

Image 3

This will land email reminders in your inbox to send follow-ups going forward!

Please reach out to our team if you have any questions! We hope this helps you stay organized with your fundraising efforts.