Incomplete Referral Reminder: Setup & Automation

Learn how to send automatic reminders to customers who started a referral but haven't completed it. This guide covers setting the reminder timing and choosing how to notify customers: webhook, integration event, or email.

1. Navigate to https://merchant.nector.io/

2. Click Features. In the left sidebar, click Features.

3. Open Reminder Actions. On the Features page, click Reminder Actions in the left-hand menu.

4. Select Incomplete Referral Reminder. Under Reminder Actions, click Incomplete Referral Reminder. It reminds referred friends who haven't completed their first purchase.

5. Set the timing and click Save. Enter Days To Wait before the first reminder, the Number Of Reminders, and the Days Between Follow-Ups. Example: 10 days, 2 reminders and 5 days between them sends reminders on day 10 and day 15. Note: Shorter intervals tend to improve completion rates.

6. Click Create Notification. Once your settings are saved, click Create Notification under Notification Channel to choose how customers are reminded. Note: Changes can take up to 5 minutes to reflect on your website.

7. Click Send A Webhook. Choose how to notify customers: Send An Email, Send Event To An Integration, or Send A Webhook. The next steps cover each option, starting with a webhook.

8. Enter the webhook details. Fill in the webhook URI and webhook secret, add any custom headers (up to 10), then click Create.

9. Add another notification (optional). To add a different notification type, click the + icon at the top right of the Notifications list.

10. Click Send Event To An Integration. To send the reminder event to a connected tool, select Send Event To An Integration.

11. Open the integration list. Click the Send data to field to see your available integrations.

12. Select your integration. Choose the integration you want to send data to (for example, Limechat), then click Create.

13. Click Send An Email. To set up an email reminder, select Send An Email.

14. Review the email subject. A default subject is already filled in. Click the field to change it if needed.

15. Choose a template. Keep Use Predefined Template ticked to use the default email, or untick it to design your own template.

16. Click Create. With Use Predefined Template ticked, click Create to finish setting up the email reminder.

17. Confirm the reminder is created. A success message appears, and the Incomplete referral reminder is listed with its status switched on.

18. Open the email template (optional). To customize the email, open the Incomplete referral reminder and click Edit Email Template.

19. Edit and save the template. Use the content blocks to customize the email design and text, then click Save in the top-right corner.

20. You're all set! Customers who start a referral but don't complete it will now receive automatic reminders based on the timing you set.

Updated on: 03/11/2026