How reminder alerts work and who receives them

Reminders are timed email alerts that warn you before a renewal or a cancellation deadline arrives. Each record has its own set of reminder offsets, expressed as a number of days before the date.

The default cadence is 90, 60, 30 and 7 days ahead, giving you a long lead time and a final nudge. You can change these per record. An offset of 0 means an alert on the day itself.

A daily sweep checks every eligible record. A renewal reminder fires when the days remaining to the renewal or expiry date exactly matches one of your offsets. The cancellation deadline is watched too: it alerts on your matching offsets and always fires on the deadline day itself, even if you did not list a zero offset.

Reminders only run for records that have reminders enabled, are not archived, and are not already marked cancelled, expired or notice given. Once the exit decision is made, StackTrackr stops nagging you.

Alerts go to the record's assigned Owner - the seated team member whose email is on file - plus the admins of that account. They are never sent to the free-text business owner name, because that is a record-keeping label, not a verified inbox.

Every send is logged against the record with the date, recipients and outcome, and you can see the recent history on the software page. Sends are idempotent per day: the same record, alert type and target date will not email you twice.

If you are not receiving alerts, check three things: reminders are enabled on the record, the record has an assigned Owner with a valid email, and the record is not archived or already in an exit state.