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Conversation Reminders

Conversation Reminders

Set up reminders on email and SMS to receive notifications for follow-up.

Last updated on October 26, 2026

Use conversation reminders to plan a follow-up on an email or SMS conversation. This guide covers adding a reminder, finding pending reminders, and choosing notification preferences.

In this article, you will learn how to:

  1. Add conversation reminders to inbound and outbound conversations
  1. Locate pending reminders and reminder notifications

How to add Conversation Reminders to an Email or SMS Conversation

Inbound Conversations

Open the incoming conversation’s More actions menu in the top-right toolbar, then select Reminder.

Choose Reminder in the conversation’s More actions menu.
Choose Reminder in the conversation’s More actions menu.
 

A popup will appear where you can choose:

Choose Regardless or Not replied, select a time, and add optional Notes. Create is disabled in this unfilled example.
Choose Regardless or Not replied, select a time, and add optional Notes. Create is disabled in this unfilled example.
  • your reminder scenario
    • Not replied
    • Regardless
  • when you'd like the reminder to appear
    • Later Today
    • Tomorrow
    • Next Week
    • Day and Time (custom)
  • a reminder message

After selecting Create, the reminder appears under Conversation alerts at the top of the conversation. To remove it, select Delete on the reminder and confirm the removal.

Conversation alerts shows the reminder’s condition and scheduled time. Use Edit to adjust it or Delete to remove it.
Conversation alerts shows the reminder’s condition and scheduled time. Use Edit to adjust it or Delete to remove it.

Outbound Conversations

In an email composer, select Set reminder in the footer. Choose the condition and time, add optional Notes, then select Create when ready.

Email composer reminder dialog: 1 Regardless, Not replied and Not read conditions, 2 time choices, 3 Notes, and 4 Create (disabled in this blank example).
Email composer reminder dialog: 1 Regardless, Not replied and Not read conditions, 2 time choices, 3 Notes, and 4 Create (disabled in this blank example).
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Outbound notifications allow a handy extra option unavailable on inbound conversations. You can choose to receive a conversation reminder if the recipient has Not Read the message:

How to Locate Pending Reminders and Reminder Notifications

Select Reminders under Mine to find conversations with pending reminders. This example has no conversations in that view.
Select Reminders under Mine to find conversations with pending reminders. This example has no conversations in that view.

Locate conversations with pending reminders by clicking on the reminders folder in your MINE view in the Inbox.

 

Configure your preferred reminder delivery method in your Notification settings by inbox:

Select an inbox, then find Notifying a user when a reminder goes off. Choose delivery methods in that row. The account email is redacted.
Select an inbox, then find Notifying a user when a reminder goes off. Choose delivery methods in that row. The account email is redacted.
  1. Click on Settings. Then, click Notifications.
  1. Select an inbox to configure its notification settings.
  1. Locate Notifying a user when a reminder goes off and select the preferred delivery methods.
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Notification updates will auto-save.

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