Step 1

In the navigation bar, click on "Features."

Step 2

In the categories section, select "Reminders."

Step 3

Under "Reminder Actions," click "Configure" for "Incomplete Referral Request."

Step 4

In the "Incomplete Referral Reminder" page, click on "Configuration."

Step 5

Click the "Create" button to set up a notification.

Step 6

In the modal, select "Send An Email" to notify customers.

Step 7

In the "Create Email" modal, click on "Create" to finalize the email setup.

Step 8

In the navigation bar, click "Back" to return to the previous page.

Step 9

In the form, enter "10" in the "Days To Wait After A Customer Was Referred" field.

Step 10

In the form, enter "5" in the "Gap Between The Follow Up Reminders" field.

Step 11

Click the "Save" button in the form.

Updated on: 12/07/2025