With our Stay in Touch reminder widget, you can maintain relationships with thousands of contacts in your Nimble account.
“Just set it and don’t forget it!”
How to add the Stay in Touch widget:
On your Today Page dashboard, select "Manage Widgets" and select "Stay in Touch" to add it.
How does it all work?
Stay in Touch reminders are weekly, monthly, quarterly, and annual intervals to help you make sure you’re connecting with contacts at the proper interval. If you ever fall “out of touch” with someone, they’ll appear atop your Stay in Touch reminder list in Nimble!
When you select "Send Message", you'll be brought to a contact record to send a message to reset the reminder interval.
Manually Update Stay in Touch Reminders
If you are communicating in a method besides email, select the "Log Activity" option then fill out the form. This will update the dates for Last Contacted and the Stay In Touch reminder.
Snooze Reminders from the Today Page
With the widget for your Today Page, we’ll display everyone you’ve fallen out of touch with so you know right away to reach out. Not ready to reach out yet? Simply hit the refresh button to reset the reminder!
Resetting the reminder will start the Stay in Touch reminder interval over.
For example, if you have a weekly reminder, it will reset the reminder to show up in 7 days.
Learn more about our Today Page dashboard here.