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# Incomplete Referral Reminder: Setup & Automation

# **Incomplete Referral Reminder Setup**

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## **Introduction**

The **Incomplete Referral Reminder** feature helps boost referral completion rates by sending automated reminders to customers who have started—but not completed—the referral process.
By nudging customers at the right time, you can:
• Encourage more successful referral conversions
• Reduce drop-offs in the referral journey
• Improve overall engagement with your referral program
This guide walks you through configuring timing, frequency, and notification channels for these reminders.

## **Step 1 - Access the Incomplete Referral Reminder Feature**

Navigate to the **Features** section in your dashboard.
Then:
• Select **Reminders**
• Locate **Incomplete Referral Reminder**
• Open it to begin setup

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image1_qwuugt.jpg)

## **Step 2 - Understand the Purpose**

This reminder is used when a customer has referred someone **who hasn’t completed the referral process**.
The feature automatically sends a nudge to prompt them to complete the referral.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image2_dmugty.jpg)

## **Step 3 - Enable & Configure the Feature**

Click **Configure**, then toggle the status **On**.
Once enabled, you will see settings that allow you to:
• Send nudges for incomplete referrals
• Choose a notification channel
• Adjust timing and frequency

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image3_1rbk21v.jpg)

## **Step 4 - Set Reminder Timing & Frequency**

Configure:
• **Number of days** after which the first nudge should be sent - 10
• **How many reminders** should be delivered - 2
• **Intervals** between each reminder - 5
Once timing is set, choose the **notification channel** you want to use.
Example:
• First reminder → Day 10
• Second reminder → Day 15
💡 *Tip:* Shorter intervals lead to better completion rates.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image4_1wc0em6.jpg)

## **Step 5 - Select a Notification Channel**

You can send reminders through any of these channels:
• 📧 Email
• 📱 SMS
• 🔄 Event Integration
• 🌐 Webhook

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image5_1nmgd0c.jpg)

## **Step 6 - Create a New Template (Optional)**

If you'd like to use a different message:
• Uncheck the box for the existing template
• Click **Design a New Template**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image6_1pedxdz.jpg)

## **Step 7 - Use Existing Template**

If the current template works for you, simply click **Create**.
This will finalize the nudge setup and activate the reminder.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image7_5q6v65.jpg)

## **Step 8 - Automatic Sending**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image8_rmmp2z.jpg)

## **Step 9 - Setup Complete**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image9_128y6zu.jpg)

## **Wrap-Up**

Your **Incomplete Referral Reminder** is now live, helping your brand:
✅ Recover incomplete referrals
✅ Improve referral conversion rates
✅ Automate customer follow-ups
✅ Strengthen your referral funnel