IEX Portal — Campaign Reminders: How They Work & How to Set Them

How Reminders Work

• Reminders are sent only to recipients who have not yet redeemed their claim link.
• There is no opt-out for recipients — if a send is still active and a recipient hasn't redeemed, they will continue to receive reminders.
• Reminders are tied to the send level, not the campaign level. Expiration dates are also managed per send.
• Reminder emails are sent from the portal user's connected email address (Gmail or Outlook integration). If a user's email integration is not active, reminders will fail to send.

How to Set Reminders on a Send

When configuring a send in the IEX Portal, you'll find a Set Reminder option with the following choices:

Option	Description
Once a week	Sends one reminder per week to unredeemed recipients.
Twice a week	Sends two reminders per week (e.g., Monday and Friday)
Custom	Choose specific days of the week for reminders.
No reminders	Uncheck the reminder box — recipients will not receive any follow-up emails.

 

How to Stop Reminders

There are two ways to stop reminders from going out:

1. Set an expiration date on the send — Once the send expires, reminders stop automatically. Expiration is managed at the send level.
2. Cancel the pending orders — Cancelling all "Awaiting Address" (or unredeemed) orders on a send will stop reminders for those recipients. This is required when a campaign is complete but no expiration date was set.

Email Integration Requirement

For reminder emails to send successfully, the portal user assigned to the send must have their Gmail or Outlook account integrated with the IEX Portal. Without this, emails will silently fail.

• How to set up Gmail integration: How do I integrate my email with the IEX Portal?
• If a user with a broken integration needs to be replaced, reassign the open orders to another user who has a working integration.