How to set a reminder for later

You have 2 different ways to never forget to answer to or follow-up on a message:

  • Snooze feature
  • Reminders

Snooze

You can snooze a conversation if you want to deal with it later. If you snooze a conversation, it will be archived and will return to your inbox at the exact time and date you want. To snooze a conversation, click the snooze button with an alarm clock icon in the top toolbar:

The conversation will reappear sooner if someone else sends a message in that thread. 

Reminders

Reminders are useful to schedule follow-ups. Click "set reminder" at the bottom of the message to get reminded of the message at a later time:

If you select a reminder in 2 days and click "Send and archive", the conversation will return to your inbox if your recipient has not replied after 2 days.

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  • It would be great to have an option that would keep the conversation open when a reminder is set.

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  • Malcolm Felt If you set the reminder and click Send (instead of Send & Archive), then the conversation should remain open.

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  • Cori Morris Yes, that should work for us anytime we send a reply to the customer. We also call customers and would like to use snooze button in the top message bar to set a reminder to call the customer again. For those reminders, it would be great to have the message stay open. Thanks again.

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  • Malcolm Felt I will share this feedback with the team, however, the purpose of the snooze feature is to remove it from your list until you're ready to deal with it.

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  • Would be great if we could set reminders after we've sent an email... because we could have forgotten to set the reminder before sending it off.

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  • Allie Huang Hi there,

    You can snooze the email after you've sent it. Just click the clock up top.

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  • Cori Morris Of course I missed that part that we would get notified sooner even when snoozed hah. Thank you Cori. I mistook "snooze" for 'turning off notifications until the time set' since that's usually how the term is used (I think?)

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  • Is it possible to set a "sticky" reminder, i.e. a reminder that stays attached to a conversation even if the client replies?

    Today I emailed a client and set a reminder and got on with my work. The client replied with a quick "Thank you" email, and then I had to set the reminder again. Annoying at best, embarrassing at worst if had forgotten to re-set the reminder (or snooze it).

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  • Thomas Johnston Currently there's no way to do this, but we do hope to have this feature in the future.

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