Knowledgebase

Automating Notifications and Reminders Print

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Making sure things are not forgotten.

WHAT THIS ADDRESSES

Deadlines missed because nobody remembered.

WHAT TO AUTOMATE

Renewal and expiry reminders Payment due and overdue notices Follow-up reminders Maintenance schedules Filing deadlines Certification and licence expiry

WHY EXPIRY REMINDERS MATTER MOST

Lapsed licences, domains, insurance and certifications cause disproportionate damage.

WHAT TO SET

Reminders with lead time, not on the day.

HOW MUCH LEAD TIME

Enough to act: renewals require preparation.

WHAT TO SET FOR CRITICAL ITEMS

More than one reminder, at decreasing intervals.

WHY

A single reminder arriving at a busy moment is dismissed.

WHAT TO ESTABLISH

Who receives each reminder.

WHY NAMED PEOPLE

Reminders to a shared address are nobody's responsibility.

WHAT TO AVOID

Too many notifications.

WHY

People stop reading them, including the important ones.

WHAT TO REVIEW

Whether each notification results in action.

WHAT TO REMOVE

Any that are routinely ignored.

WHAT TO AUTOMATE FOR CUSTOMERS

Confirmations Appointment reminders Delivery notifications Payment receipts

WHY THEY MATTER COMMERCIALLY

They reduce non-attendance, chasing and enquiries.

WHAT TO BE CAREFUL WITH

Frequency, and consent where required.

WHAT TO ENSURE

That automated messages are accurate and that they can be replied to.

WHY

Messages from an address nobody monitors frustrate customers.


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