Flow Automated Reminders are like friendly nudges.

They make it easy to follow up with customers about pending payments, contracts, and invoices — without taking extra time out of your day. How this latest feature enhancement works:

Send an Automatic Reminder With a Flow

Now, when you choose a Flow request to include an Automated Reminder, a reminder will automatically be sent by email or text message before the expiration date.

For automated email reminders, the message will include "REMINDER:" at the start of the subject line. The email will also indicate how many days are left before the request will expire.

Automated text reminders work the same as email. They specify when the message is a reminder and include when the request will time out.

Decide When to Include a Flow Reminder in Templates

Admins can easily add Automated Reminders to Flow templates.

After setting the Timeout, just choose how many days before this date the reminder should be sent.

Reminders will automatically be delivered to recipients who haven’t completed your request.

Use Automated Reminders with Bulk Sends

With your PDCflow account, you can request esignatures or payments, or send documents and other important bulk messages to up to 5,000 customers at once. And now, you can include Automated Reminders when sending bulk messages.

With PDCflow’s custom branding, all your emails can be fully customized to reflect your brand identity, including Automated Reminders.

Insights Report: Total Reporting for Flows and Auto Reminders

Use the Insights Report to see a total of:

• Flows sent by email
• Flows sent by SMS
• Reminders sent by email
• Reminders sent by SMS

Insights Report: Detailed Reporting for Every Auto Reminder

Each Flow will show when a reminder was sent. More delivery details are available for each email and SMS.