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Schedule automatic reminders

Pour :Administrateur
Preview: Schedule automatic reminders

Rather than manually sending reminders one by one, configure the automatic cadence once: Unisoft will then send follow-ups on its own to donors with unfulfilled pledges. You retain control to exclude certain sensitive contacts.

Why automate?​

BenefitDetail
Time savingNo need to scroll through the list to follow up one by one
RegularityConstant cadence — your donors get used to the rhythm
ConversionRegular reminders significantly increase fulfilled payments
No oversightNo pledge is forgotten, even the older ones

Before you start​

Think about:

  • 🤔 The frequency you want (1, 2 or 3 months)
  • 🤔 The list of donors to exclude (VIPs, recently deceased contacts, donors in conflict)
  • 🤔 Whether you want to notify your donors that you are setting up automatic reminders (recommended)

Procedure​

  1. 1

    Open the Pledges module

    Sidebar → Finance → Pledges. Route /app/promesses/list.

  2. 2

    Access reminder configuration

    At the top right, next to the Filters button, click the 🔔 icon (purple bell) with the tooltip "Edit automatic reminders".

    The configuration modal opens.

  3. 3

    Enable automatic reminders

    Check the Enable automatic reminders box.

    As long as this box is unchecked, no reminder is sent automatically.

  4. 4

    Choose the frequency

    The Automatic reminders frequency drop-down menu offers three cadences:

    • 1 month (30 days)
    • 2 months (60 days)
    • 3 months (90 days)

    This frequency defines the interval between two consecutive reminders for the same pledge.

  5. 5

    Exclude certain contacts (optional)

    The Contacts to exclude field lets you select donors who will never receive automatic reminders. Useful for:

    • VIPs whose relationship you manage directly
    • Recently bereaved contacts
    • Donors with whom a specific payment agreement has been made
    • Contacts in conflict or under mediation

    Type the name to search, then select. You can add as many as you wish.

  6. 6

    Validate

    Click Validate. The configuration is saved immediately.

How reminders work​

Once enabled, reminders follow these rules:

RuleBehavior
Pledges concernedAll active pledges (Pending or In progress) with a balance > 0
Preferred channelSMS if phone is available, otherwise Email
DelayThe reminder is sent every N days (according to the configured frequency) since the last event (pledge creation, last payment, last reminder)
Excluded pledgesPledges from contacts in the exclusion list
Pledges covered by a subscriptionNever reminded (automatic direct debits handle collection)

Temporarily disable reminders​

To pause reminders without losing the configuration:

  1. 1

    Reopen the configuration modal

    🔔 button at the top of the pledges list.

  2. 2

    Uncheck 'Enable automatic reminders'

    The Frequency and Exclusions fields disappear.

  3. 3

    Validate

    No automatic reminder is sent as long as the box remains unchecked. The exclusion list is preserved.

Adjust exclusions​

To add or remove a contact from the exclusion list:

  1. Reopen the modal
  2. Edit the selection in Contacts to exclude
  3. Validate

The effect is immediate: removed contacts can receive the next reminder (according to cadence), added contacts will no longer receive any.

Compatibility with manual reminders​

Manual reminders (see Send a manual reminder) remain always available, even if automatic reminders are active. You can therefore:

  • Let Unisoft manage the general cadence
  • Occasionally send a targeted reminder for a specific donor (before an event, after a phone conversation…)

Cadence best practices​

FrequencySuits
1 monthShort pledges (campaign cycle, recent gala), donors used to follow-ups
2 monthsBalanced cadence, recommended by default
3 monthsLong-term pledges (pledges over several years), donors reluctant to frequent follow-ups

👉 Best practices for follow-ups — tone, segmentation, exclusions

Go further​