Setting reminders for a donor¶

In short: On the donor's profile, click Add Reminder in the Reminders: panel, choose who it's for, pick a type and a scheduled date, type a message, and click Save Reminder. You need the Manage Donors permission. Reminders are once-off.

Overview¶

A reminder is a scheduled prompt to do something for a donor — phone them, follow up on a pledge, or wish them a happy birthday. You can assign a reminder to yourself or to a colleague. This article explains how to add, complete and edit donor reminders.

Before you start¶

You'll need:

The Manage Donors permission.
The donor's profile open — reminders live in the Reminders: panel on the left.

Adding a reminder¶

Step 1: Open the Schedule a reminder window¶

On the donor's profile, find the Reminders: panel and click Add Reminder. The Schedule a reminder window opens with the donor already selected.

Step 2: Choose who it's for¶

In Assign To, leave it as --Assign to Self-- to keep it for yourself, or pick a colleague from the list.

Step 3: Choose a type¶

Pick a type from the --Select Type-- dropdown. The available reminder types are: Phone, Email, Event, Grant, Pledge, Review, Meeting, Renewal, Donation, Birthday, Feedback, Follow-Up, Volunteer, Section 18A, Stewardship and Anniversary.

Step 4: Set the date and message¶

Set the scheduled date (it defaults to one month from today; you can pick any date), then type a Reminder Message describing what to do.

Step 5: Save¶

Click Save Reminder. You'll see "Reminder has been scheduled."

The Schedule a reminder window — the Assign To dropdown (--Assign to Self--), the --Select Type-- dropdown listing the reminder types, the scheduled date field, the Reminder Message field, and the green Save Reminder button.

Completing or editing a reminder¶

In the Reminders: panel on the donor's profile, each reminder shows its type as a coloured label and its message, with two controls:

A tick to mark the reminder as complete.
A pencil to edit it (change its type, date, message or assignment).

What this does not do¶

Reminders are once-off. Recurring schedules (weekly, monthly, annually) are not available.
A reminder assigned to --Assign to Self-- goes to you, not the whole team — choose a colleague in Assign To if it's for them.

Field reference¶

Field	Required?	Notes
Donor	Yes	Pre-filled when added from a donor profile.
Assign To	Optional	Defaults to --Assign to Self--.
Type	Yes	One of the 16 types listed above.
Scheduled date	Yes	Must be a date; defaults to one month from today.
Reminder Message	Yes	What to do.

Common issues & solutions¶

What you see	What it means	How to fix it
The reminder won't save	A type, a scheduled date and a reminder message are all required.	Make sure none is empty, then click Save Reminder.
You wanted a repeating reminder	Reminders are once-off.	Add a new reminder each time; recurring schedules aren't available.
A colleague didn't see the reminder	It was assigned to you, not them.	Edit it and choose the colleague in Assign To.

FAQ¶

How do I set a reminder for a donor? On the donor's profile, click Add Reminder, choose a type and date, type a message, and click Save Reminder.

Can I assign a reminder to a colleague? Yes — choose them in Assign To. Leave it as --Assign to Self-- to keep it for yourself.

Can reminders repeat weekly or monthly? No — reminders are once-off. Add a new one each time.

How do I mark a reminder done? Click the tick next to it in the Reminders: panel.

When is a reminder scheduled by default? One month from today. You can change the scheduled date to any date.

Adding notes and comments to a donor
Editing a donor's details
Adding a donor (types and required fields)