Setting a Follow Up Reminder for a Chat Message
How to set follow up reminders with your clients on Whatsapp
For the convenience of your team, there is a possibility to set up a reminder for a particular message in a chat.
At the selected time you will get an email that contains your note and a link to the message from the chat.
To set a follow-up reminder for a message:
- Go to the messages thread and find a message you want to get a reminder about
2. Hower over a selected message
3. Press the bell button on the floating menu on the right side
4. Insert the reminder text
5. Select the date and time when you wish to receive a reminder.
Choosing a reminder time
You can choose from the pre-set time options such as:
- Tomorrow (8:00AM)
- This weekend (8:00AM)
- Next week (8:00AM)
There is a custom option to select a suitable date and time when you would like to be reminded about a message.
Sometimes you might need to leave an internal note to your teammates in the chat. For this, you can use the possibility to leave a note.