Kindly - Payment Reminder
Recover revenue by sending payment reminders via email.Getting started
Set up your first email reminder plan
This guide walks you through setting up your first email reminder plan and testing it with a test email to ensure everything works correctly.
Enable SMS for your reminder plan
This page explains how to enable SMS reminders in your reminder plan, including setup steps and tips to improve customer engagement and payment speed.
Choosing SMS for faster messaging
This page explains the benefits of choosing SMS over email, the sending logic options, and details on SMS credit costs based on plans and countries.
How-to instructions
Follow up orders by payment method
Enable Order filter in your reminder plan and include or exclude specific payment methods so Kindly only follows up the orders you choose.
Follow up on orders based on customer/order tags
Enable Order filter in a reminder plan and use Order tag or Customer tag to include or exclude which unpaid orders enter recovery.
Auto-cancel unpaid orders after follow up
This page explains how to configure Kindly to automatically cancel unpaid orders after follow-up reminders, including options for restocking, refunds, and deletion of draft orders.
Auto-delete open draft orders after follow up
This page explains how to enable and configure the deletion of draft orders in Kindly. You can set how long Kindly waits after the last sent reminder before deleting the order.
Restrict reminder sending days/times
Set allowed weekdays and a daily time window for when Kindly can send reminder emails and SMS. Messages outside the window are delayed.
Billing & SMS costs
Settings
General Email Settings
Set up your sender name, email address and more.
Reminder Plan Settings (Unpaid Orders & Open Draft Orders)
How to set up a reminder plan for unpaid orders or open draft orders
Template Editor
How to customize your email template (Logo, body text, font size, footer and more)
Using Multiple Reminder Plans
See how you can set up multiple reminder plans for two different payment methods or two different customer types.
Dashboard
Recovery List
What's the recovery list showing and what can I do with it? Explaining recovery status, events, actions and more.
Report section
How can I understand the metrics in the report section?
Analytics
Analytics explained
View email metrics like click and open rate, recovery success rate, recovered revenue amount and more.