Did You Know you can change when email reminders go out in the Configure Alerts section?

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We’ve grouped the customer-level alert settings all together in a section as a convenient place to change alert configurations. These settings allow you to choose how many days out the system will send the 1st, 2nd, and 3rd emails for abandoned cart alerts, approval pending reminders, and fixed asset due reminders.

Benefits to You

  • Easily change the cadence of 3 types of email reminders all in one section.

How It Works

  1. Go to Portals / Select a Customer / Settings.
  2. Find the Configure Alerts section at the bottom of the page.
  3. Use the Alert #Days dropdowns to setup how many days out the 1st, 2nd, and 3rd email reminders will go once the alert is triggered.