Reminder Emails: Re-Engage Drop-Offs & Boost Completions

Reminder emails help you re-engage users who start—but don’t finish—an HRA. These emails are automatically triggered based on dropout behavior and can be sent at any cadence you choose, helping you recover leads and maximize the ROI of your campaign investments.

📹 Watch the video overview on setting up Reminder Emails

• • Recover lost leads and improve completion rates
  • Guide users back to the exact question where they dropped off
  • Strengthen performance of paid search, social, and display campaigns
  • Works automatically in the background after setup

  📸 (Screenshot: sample reminder email with return-to-assessment CTA)

1. Go to the Emails tab
2. Filter by Email Type: Reminder
3. Click Copy on the default provided template or create a new one
4. Customize:
   • Subject line
   • Banner image
   • Headline and body copy
   • CTA button label
   • Contact info and footer
     
     

📸 (Screenshot: reminder email editor with button and variables)

⚠️ Important: Be sure to include the {REMINDER_URL} variable in the button link—this ensures users return to the precise question where they left off.

To assign your new email:

1. Go to the relevant HRA’s Follow-Up Plan
2. Click the Reminder Emails module
3. Choose your email and set your desired send delay (e.g., 2 hours, 1 day, 2 days after dropout)
4. Click Publish

📸 (Screenshot: reminder email scheduling interface)

You can track reminder email performance in the Reports > Follow-Up Performance tab.

Metrics include:

• Number of reminder emails sent
• Click-through rate
• Reminder success rate (i.e., completions driven by a reminder email)

📸 (Screenshot: reporting dashboard with reminder metrics)