In this article, you will learn:
What are Store Credit reminders, and how can they impact your business?
Store credit reminders are automated emails sent to customers who have an outstanding balance in their wallet. These reminders are a great way to increase redemption rates and bring customers back to your store.
By reminding customers they still have credit to use, you improve engagement and boost return visits. This also creates opportunities for upselling and builds long-term loyalty.
How to set up store credit reminders
To get started, head to your Rise dashboard and follow these steps:
Click on Notifications → Make sure you're on the Store Credit tab
Click Set Up next to Remind customers about their store credit.
3. After clicking Set Up, the Store Credit Reminders settings screen will open. This is where you can define when the reminders should be sent.
Here’s what each part means:
When to send a reminder?
You can choose to send reminders a certain number of days after the customer’s last activity.
For store credit, activity includes:
Earning store credit
Redeeming store credit (even partially)
Manual balance adjustments
You can choose to send a reminder a certain number of days before the customer’s store credit expires.
For example, if store credit is set to expire in 60 days, you can schedule a reminder to be sent 10 days before the expiration date, encouraging the customer to come back and use their remaining balance.
Add Reminder
Click this to add multiple reminders at different intervals. For example, you might send one reminder after 30 days and another after 90 days.
Remind only if balance is more than
This setting lets you send reminders only to customers whose wallet balance is above a specific amount. For example, you can choose to send reminders only if their balance is more than $1.
How to customize your store credit reminder emails
To customize the emails sent to your customers:
In your Rise dashboard, go to Notifications
Click the Gift cards tab
Click the menu icon (⋯) next to Gift card reminders
Select the type of reminder you want to edit:
Edit ‘After last activity’
Edit ‘Before expiration’
If you're using an external email provider, you can disable Rise.ai reminder emails under Advanced provider settings by unchecking the relevant options.
Please note:
Reminder emails are sent at 9:00 AM based on your store’s time zone. If no time zone is set, reminders will be sent in EST
For existing customers, any changes you make to the reminder settings will only apply after the next use or receive store credit.
If there’s a delay, such as a delayed issuance, the reminder countdown will begin only after the credit becomes active.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box