Channeltivity has a user-friendly reminders engine that makes it easy to configure Automatic Email Reminders. The reminders currently available include:


  • Updated Documents
    One or more documents in the library that you have permissions to have been updated. 
  • Deal Action Required
    One or more of your Deals have the "Action Required" flag set.
  • Expiring Deals
    One or more Deals are expiring in the next N days.
  • Expired Deals
    One or more Deals expired in the last N days.
  • Deal Not Updated
    One or more of your Deals haven't been updated in the last X days. 
  • Lead Not Updated
    One or more of your Leads haven't been updated in the last X days. 
  • Unopened Lead
    You have one or more unopened Leads.
  • New MDF Funds Available
    You have been issued additional MDF funds.
  • MDF Balance Report
    A summary of your current MDF balances.
  • Expiring MDF Balances
    One or more MDF Balances will expire in the upcoming days without your action.
  • Expiring MDF Requests
    One or more MDF Requests will expire in the upcoming days without your action.
  • MDF Request Not Updated
    One or more of your MDF Requests haven't been updated in the last X days. 
  • Expiring Certification Completions
    One or more Certification Completions are expiring in the next N days.
  • Expired Certification Completions
    One or more Certification Completions expired in the last N days.



Configure Automatic Email Reminders


Admins can configure Automatic Email Reminders globally by going to Settings > Email > Automatic Email Reminders. Click the Actions button to enable or disable reminders and change their settings:


Users can enable and disable their individual Email Reminder Settings by going to "Email Settings" in their User Profile menu:




Test Automatic Email Reminders


You can test your reminders by scrolling down and using the test functionality: