How reminders work

Learn when CrankHQ sends reminder emails for open requests.

CrankHQ can send reminder emails for open requests when the request is Sent or In Progress.

When reminders are sent

Reminders are only considered when all of these are true:

The request has a contact assigned.
The request contact has an email address.
The reminder cadence is not set to None.
At least one item is still Pending or Rejected.

Available reminder cadences

Every day
Every 2 days
Every 3 days
Weekly
None

What the reminder email says

The reminder email tells the client how many item(s) your firm is still waiting on. If the request has a statement month or due date, the email includes those details and a secure request button.