Kindly - Payment Reminder
Recover revenue by sending payment reminders via email.How-to instructions
Getting started with Kindly
Helps you to get your unpaid orders recovered fast!
Schedule Email Reminders for Unpaid Orders
How to set up a reminder plan for unpaid orders
Schedule Email Reminders for Open Draft Orders
How to set up a reminder plan for open draft orders
Enabling Autopilot
How to enable the autopilot for your reminder plan to automize the recovery process
Create your first email template
How to get started with our email template editor
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.
Account
Your plan, support and faq
Make changes to your current plan, get support and find answers to customers most asked questions