Overview
Your reminder emails can sound like your firm. For overdue-task reminders, you can pick an email template or write your own message content, and Stax.ai will use it for both automatic and on-demand reminders. This is for teams that want reminder emails to match their tone and branding.
Key Benefits
Your voice, automatically. Write the message once, and every reminder — scheduled or manual — uses it.
Personalized for each client. Template variables fill in details like the contact's name for every send, so each email reads like it was written for that client.
No behavior changes. Custom content uses the same sender, recipients, cadence, and logging as the standard reminder.
How To
Go to Settings → Reminders.
Find the email template section for overdue-task reminders.
Choose a template, or select the option to customize the email content.
Edit the subject and body. Use the available variables to insert client-specific details (like the contact's name).
Important: Double-check any variables you insert. A variable that doesn't match real data can leave a blank or incorrect spot in the email your client receives.
Once you complete this, you may save your changes by selecting the save button at the top of the page.
Your next reminder — automatic or on-demand — will use your customized email.