Reminders can be sent to users for various pending actions, you can trigger these manually or set up automated reminders to go out to your users based on your preferred frequency.

To begin, select the gear icon to go to your admin settings.

From the left side-panel, select Account and Reminders & notifications.

Select Add new reminder.

In the pop-up box that appears, select a type of reminder that you would like to set up

Once the type of reminder is set, select the frequency (weekly or monthly) of when to send the reminders. You can select the day and time for the reminder.

Enter a reminder message in the text box. This message will be included in the reminder email sent to spenders.

Once all the reminder details are added, select Add reminder to proceed.

You can click on it to update the reminder when needed.

A trash icon on the right side of the reminder allows you to delete the reminder.

If you need further assistance with the setting up automated reminders, reach out to our support team at support@capitalone-fylehq.com.