Remindee Knowledge Base (FAQ)

Account & subscription

A visit is counted every time a user is actively engaged with one of your websites. If the user leaves and come back later (30 minutes or more after he left) or another day, it’s counted as a new visit. However, he will be counted as the same visitor.

Even if the Remindee code is in your website, visits are not counted if your website doesn’t have at least one “active” widget associated.

You will be notified by email if you reach your monthly quota, and your active popups will be paused until the next month when your quota of visits will be reset. However, email reminders will continue to be sent.

If you reach your monthly quota, email reminders will continue to be sent until the end of the billing month. However, if it happens again, you will have to upgrade your plan.

Absolutely! You can switch between plans, as well as between monthly and annual or semi-annual billing at any time. If you change your plan in the middle of a billing period, it will be applied at the end of the current period.

Yes, you are free to use Remindee popups on websites you are building or managing for your clients. You can easily manage multiple websites under one account.

Currently, we don’t offer multi-user account. But you can manage each of your website independently.

How to change your password or email
1. Log in to your account
2. Click on your Firstname on the top right corner of the page, then on “user settings” in the menu
3. If you want to change your email, just type in the new email
If you want to change your password, click on “change password” link, type in your current password, choose a new one and click on ‘apply”
4. Click on the “save” button

That’s it, your login information is updated!

How to change your credit card
1. Log in to your account
2. Click on the “plan” icon, in the left side menu
3. Click on the “update card” button
4. Enter your new credit card information and save it

That’s it, the new credit card replaces the previous one and will be used for your next payments.

How to change your company details
1. Log in to your account
2. Click on the “billing” icon, in the left side menu
3. Type in the company details
4. Click on the “save” button

That’s it, your billing information is updated!

If you wish to quit during the trial period, there is no need for you to do anything. After 14 days your subscription will be automatically canceled if you didn’t add a credit card. If you have a paying subscription and ask to stop it, it will be automatically canceled as well, at the end of the last billing period you paid.

If despite everything you want to definitely delete your account, here is how to do it:

1. Log in to your account
2. Click on your Firstname on the top right corner of the page, then on “User settings” in the menu
3. Click on the “delete account” link at the bottom of the page
4. Confirm that you want to delete your account

Done, your account doesn’t exist anymore.

If your payment is declined, this is typically due to insufficient funds or an expired card.

First check with your bank to be sure you have sufficient funds and your card is active. If all the details are correct and your payment is still declined and/or if you don’t have another credit card, contact us at payment@remindee.io and we’ll look into it right away.

If your card is expired or if you can pay with another one, we invite you to add a new credit card that will replace the current one in your Remindee account:
1. Log in to your account.
2. Click on the “plan” icon, in the left side menu
3. Click on the “update card” button
4. Enter your new credit card information and save it

When you get notified that your payment has failed is it important that you update your credit card or contact us as quick as possible so we don’t have to deactivate your account.

According to EU laws and regulations VAT can be waived in the following two cases:

– Your company is located outside of the EU
– Your company is located within the EU and you provided your EU VAT number before a payment was made on Remindee

If the headquarters of your company is located within EU and your EU VAT number is not provided, then the VAT value of your company’s country is applied.
If your company is located in France (Remindee is located in France), then French VAT is applied, even with a valid EU VAT number.

We use a secure system which is called Stripe. Stripe is a solution used by more than 100,000 businesses, that allows credit card transactions safely online. For more information, please visit https://stripe.com.

We’re taking the EU General Data Protection Regulations very seriously.

How Remindee helps you achieve GDPR compliance:

Any visitor to your site who is presented with a Remindee popup, can only submit their personal information by intentionally taking the action of typing in their information and submitting the form. Our popups also clearly indicate that the user who submit the form is asking for a reminder and that he will only receive a reminder.

Additionally, we store each of your contact’s permission data as soon as they submit their information on your form. This includes the domain they registered for, the timestamp of the moment they opted in to your list, as well as the IP address of the device used at the time of opt-in.

Lastly, if a customer of yours reaches out to you under GDPR guidelines and requests that you delete their information, just send us a message to userdata@remindee.io and we’ll delete their record from your Remindee account and the Remindee database.

This article is not legal advice, and abuse or use of the Remindee platform other than as described herein can still lead to non-compliance with respect to GDPR. We suggest all customers seek legal advice with respect to their obligations as data controllers under the GDPR.

1. Log in to your account
2. Click on the “billing” icon, in the left side menu
3. Check the invoices list

If you don’t find an invoice for the payment you’re looking for or if doesn’t appear as “paid”, it means that your payment has not been successful.

Domains

Add
New sites can be added under the Sites menu.
Click on your current site url in the Remindee header, then click “Add new site” from the drop down menu.

Edit
It’s not possible to edit a domain. But you can add or delete as many domains as you want.
Only domains with “active” widgets are counted as part of your plan allowance.

Delete
1. Log in to your account
2. Select the domain you want to delete in the Sites menu, in the Remindee header
3. Click on “Site settings > Install Remindee”, in the left side menu
4. Click on the “Delete domain” link at the bottom of the page

That’s it, your domain is deleted!

It’s not possible to edit a domain. But you can add or delete as many domains as you want.
Only domains with “active” widgets are counted as part of your plan allowance.

Yes, you can. For every domain associated with your account, you can have as many subdomains as you want. When editing your widget, you just have to specify a subdomain in the “display rules” section.

Yes, each domain has a unique tracking code.
The tracking code is in the Remindee script that you have to add in your website pages. So, please be sure that the Remindee script that you paste in your website is the one associated with it.

How to find the Remindee script associated with your website
1. Log in to your account
2. Select the domain in the Sites menu, in your Remindee header
3. Click on “Site settings > Install Remindee”, in the left side menu
4. Copy the Remindee script and paste it in your website pages

If your website is multilingual and the domain name stays the same but URL modifies, you can take advantage of multiple popups and customize “Display rules” to make sure the correct language is showing on the parts of your site that you want it to be shown

How to set a popup for a particular language
1.
Click on the “Create new popup” button
2. In the “Content” tab, select your language, so the non-customizable texts will be displayed in this language
3. Edit the customizable fields in the “Content” and “Reminder settings” tabs
4. In the “Display rules” tab, specify the urls where your widget should be displayed
Example 1: If you have URLs like mydomain.com/en for english, mydomain.com/es for spanish… just set “show on url” “beginning with” mydomain.com/es for your spanish widget. You can also blacklist other URLs (“DON’T show on url”) if you want.

Example 2: If you have a subdomain for each language like es.mydomain.com for spanish, then set “show on url” “beginning with” es.mydomain.com for your spanish widget and it will be displayed only on this subdomain.

Remindee supports 13 languages: English, Spanish, Portuguese, French, German, Italian, Dutch, Swedish, Danish, Finnish, Norwegian, Russian and Japanese
If you try to use Remindee for languages not supported, non-customizable texts in your popups and email reminders will be displayed in the wrong language.

Not it doesn’t.
Only domains with “active” popups are counted as part of your plan.
So for example, if your plan allows 3 domains, you can have 6 domains saved on your account. But only 3 can have active popups at the same time.

By the way, the visits counter works the same way. Even if the Remindee code is in your website, visits are not counted if your website doesn’t have at least one “active” popup associated.

Email reminders

Each popup has its own email reminder template associated. In this way, if you have poups in different languages for the same domain, you can customize your email reminder for each language.

It is worth noting that when you update your email reminder template, all future email reminders sent will be updated -even the reminders created before your update that are scheduled in the future-

How to edit an email reminder
1. Log in to your account
2. Click on the “Edit” button associated with the popup you want to update in the Popups board
3. Select the “Reminder” tab
4. Edit your email reminder template
5. Click on the “Save and close” button at the bottom of the page

That’s it, your email reminder is updated!

No, it doesn’t.
You’re free to add or not add a special offer. However, we recommend it if you want to boost your conversion rate.

Remindee popups and email reminders are translated in 13 languages: English, Spanish, Portuguese, French, German, Italian, Dutch, Swedish, Danish, Finnish, Norwegian, Russian and Japanese

All reminders sent are based on the Remindee’s template. So, using your own html template is not possible.

Remindee manages all the process from the popup display to the sending of the reminder, so you have absolutely no coding to do. Sending from your own server is not proposed.

Reminders are sent when you have an active subscription and during free trial.
If you decide to stop using Remindee, then the reminders will not be sent anymore at the end of your billing period/free trial.

But we don’t want you to lose potential customers just because you stop using Remindee. So, just send us an email at team@remindee.io and we will send you a .csv file (Excel) that lists all your reminders scheduled in the future (including, among others, email addresses, reminder dates and website URLs associated to reminders). So, you can send them by yourself through any email marketing platform.

Install Remindee

To allow Remindee popups to be displayed on your website you need to add a little script into the code of your pages
1. Log in to your account
2. Select the domain in the Sites menu, in your Remindee header
3. Click on “Site settings > Install Remindee”, in the left side menu
4. Copy the Remindee script (it’s just a little piece of code)
5. Paste this code into the code of your website before the closing tag

Once you have implemented your tracking code on your domain you can go back to your Remindee dashboard and create popups that will be displayed on your website.

Manual install process
1. Connect to your site using your FTP client
2. Find your site’s main HTML file (usually “index.html”) and download it
3. Open the file in your code editor
4. Create a new line in between the < body > and < /body > tags and paste the Remindee script
5. Save the file
6. Back in your FTP client, upload your edited HTML file back to your site’s file tree. Your FTP client will probably ask if you want to overwrite an existing file, choose “Yes”.

If your website is running on WordPress, there are two possible ways to install Remindee.

Using a plugin
1. Go on your WordPress admin
2. Click on “Plugins > Add new” in the left menu
3. 
Type “Insert Headers and Footers” in the search bar
4.
 Click on the “Install now” button associated with the “Insert Headers and Footers” plugin (usually, it’s the first one in the list)
5. 
Click on “Activate plugin”
6. Click on “Settings > Insert Headers and Footers” in the left menu
7. Add the Remindee script in the “Scripts in Header” field
8. Click on the “Save” button

OR

Adding the script manually in your header
1. Go on your WordPress admin
2. 
Click on “Appearance > Editor” in the left menu
3. On the right panel, click on “Theme Header”
4. Scroll to the bottom of the file and paste the Remindee script
5. Click Update File.

That’s it, the Remindee script is now installed! You can go back to your Remindee dashboard and create popups that will be displayed on your website.


If you don’t know where to find the Remindee script, here’s how to find it:

1. Log in to your account
2. Select the domain in the Sites menu, in your Remindee header
3. Click on “Site settings > Install Remindee”, in the left side menu
4. Copy the Remindee script (it’s just a little piece of code)

If you’re using Google Tag Manager, you can add the Remindee script in your website code really easily
1. Sign in to your Google Tag Manager account
2. Click on “New tag”
3. Click on “Tag configuration” and then on “Custom HTML”
4. Paste the Remindee script in the HTML field
5. Click on the “Triggering” and then select “All pages”
6. Click on the “Save button

That’s it, the Remindee script is now installed! You can go back to your Remindee dashboard and create widgets that will be displayed on your website.

If you don’t know where to find the Remindee script, here’s how to find it
1. Log in to your account
2. Select the domain in the Sites menu, in your Remindee header
3. Click on “Site settings > Install Remindee”, in the left side menu
4. Copy the Remindee script (it’s just a little piece of code)

No. Remindee is designed with high performance and scalability in mind. It’s completely asynchronous to prevent any load that would adversely affect your website performance and speed.

Integrations

No, because Remindee manages all the process from the popup display to the sending of the reminder. So third-party integrations (e.g. automatically send reminders from your own emailing solution) are not proposed for now.

Newsletter subscribers

No they don’t. Visitors give their consent to receive a reminder only.

Popups

Create
1. Log in to your account
2. Select the domain for which you want to create a popup, in the Remindee header
3. Click on the “Create new popup” button
4. Edit each of the 5 tabs: Design, Content, Display rules, Email reminder
– Design: select a kind of popup and customize its appearance
– Content: choose a language and customize the popup texts if you want
– Display rules: choose when and where your popup should appear
– Reminder: customize the email reminder that will be sent to your visitors

5. Save your popup
6. Change the popup default name to the name of your choice, directly in the Popups dashboard

That’s it, you created a new popup!
When you’re ready to display your popup on your website, go on your Popups dashboard and change the popup status from “Inactive” to “Active”

Edit
1. Log in to your account
2. Select the domain for which you want to edit a popup, in the Remindee header
3. Click on the “Edit” button associated with the popup you want to update in the Popups board
4. Edit the tabs (Design, Content, Display rules, Reminder) you want to update
5. Save your popup

That’s it, your popup is updated!

Manage
1. Log in to your account
2. Select the domain for which you want to see the popups associated, in the Remindee header
3. For each popup displayed in the list, you can:
– See its performances
– Activate or deactivate it
– Edit, Clone or Delete it
– Change its name
– See a preview

Your popups are not being shown on your website:

1. Make sure your Remindee script is installed on your website

2. Do you meet all your popup(s) conditions as a website visitor?
You have set “display rules”, so your popup is not displayed if you don’t meet ALL the rules. So your popup might not appear if you already created a reminder or if you have visited your own website more than the limit you have set.
-> To test your popups like a new visitor, open your navigator in Private mode and go on your website. 

3. Are the URL rules associated with your popup correct?
You might have made a spelling mistake or selected “don’t show” instead of “show” or limited the display to one specific page.

4. Are your popups in “active” status?

5. Is your trial or your paying subscription still active?

6. Is your visits quota exceeded for this month? (we send you an email when it happens)

If you checked everything and your popups are stills not showing on your website, please contact us.

It’s really easy to limit the display of a popup to new visitors only
1.
 Log in to your account
2. Create a popup or edit one that already exists
3. Go on the “Display rules” tab
4. Look for the sentence “Never display again after — visits” and type “1” as the value.
5. Save

Now your popup will never be displayed again to people that already came on your website before (based on the cookie-duration).

To set a popup for display on all your pages, you just have to set 1 URL rule
1.
 Log in to your account
2. Create a popup or edit one that already exists
3. Go on the “Display rules” tab
4. Look for the “Where to display” section
5. Create the following URL rule: “Show on url” + “Beginning with” and just type the domain name, like “website.com” (no need to type http, https, www, http://www…)
6. Save

Now your popup will be displayed on every page where the URL begins with “website.com”, which means all your domain pages.

It is worth noting that if you set other “display rules” conditions, your popup will not be displayed if these conditions are not met, even if your URL rules allow your popup to be displayed on the current page visited.

URL targeting allows you to specify what pages of your website you want the popup to appear on.

To set a popup for display on particular page level(s), you just have to set URL rule(s)
1.
 Log in to your account
2. Create a popup or edit one that already exists
3. Go on the “Display rules” tab
4. Look for the “Where to display” section
5. Create the following URL rule: “Show on url” + “Beginning with” and type the page level you want to target
Example 1: If you want to target your product pages and your URLS are like mydomain.com/products/98754546, type the URL “mydomain.com/products”.

Example 2: if you have URLs like mydomain.com/en for english, mydomain.com/es for spanish… just type “mydomain.com/es” if you want to target the visitors that visits your spanish website.
By the way, if you want to target more than one page level, just add additional URL rules
6. Save

Now your popup will be displayed only on the page levels you set.

It is worth noting that if you set other conditions (max of displays per visit, min pages view before display, etc.), your popup will not be displayed if these conditions are not met, even if your URL rules allow your popup to be displayed on the current page visited.

URL targeting allows you to specify what pages of your website you want the popup to appear on or to not appear (blacklist).

To specify the pages you want to include/exclude, you just have to set URL rules
1.
 Log in to your account
2. Create a popup or edit one that already exists
3. Go on the “Display rules” tab
4. Look for the “Where to display” section
5. Set URL rules
> 5.1. To include specific pages or specific page levels

Create the following URL rule:
– “SHOW on url”
– “Beginning with” if you want to target page levels OR “Exactly matching” if you want to target a specific page
– Type the URL of the specific page or the page level you want to target

  > 5.2. To exclude specific pages or specific page levels
  Create the following URL rule:
– “DON’T SHOW on url”
– “Beginning with” if you want to target page levels OR “Exactly matching” if you want to target a specific page
– Type the URL of the specific page or the page level you want to blacklist

URL example 1: If you want to target or blacklist your product pages (page level) and that your URLS are like mydomain.com/products/98754546, type the URL “mydomain.com/products”.
URL example 2: If you want to display on all your website pages and just backlist some specific pages, create a rule where you set “Show on url” + “Beginning with” and your domain name “mywebsite.com” (no need to type http, https, www, http://www…) + create additional rule(s) to blacklist specific pages

6. Save

If you want to target or blacklist many pages or page levels, just add additional URL rules. Now your popup will be displayed on the pages you set only!

It is worth noting that if you set other conditions (max of displays per visit, min pages view before display, etc.), your popup will not be displayed if these conditions are not met, even if your URL rules allow your popup to be displayed on the current page visited.

1. Log in to your account
2. Create a popup or edit one that already exists
3. Go on the “Display rules” tab
4. Look for the sentence “Display on” and select “Desktop” or “Mobile & tablet”
5. Save

Now your popup will be displayed only on the kind of device selected.

You can set a trigger in the “Display rules” tab when you edit a popup.

Remindee offers 4 kinds of triggers
– Show at once
– Show after scrolling 25, 50, 75 or 100 % of the page
– Show after 5, 10, 15 or 30 seconds
– Exit intent (on desktop only). This popup appears when a visitor moves the mouse from the website towards the address bar

Each trigger might be interesting to use. You have to choose depending on the other display rules you set and the number of widgets you created for a same domain. But we recommend to always set a popup with an “exit intent” trigger, because it’s THE time when your users will be the most interested in a reminder.

In your Popups dashboards, we give some tips about the kind of popup and triggers you should set. We invite you to take a look 😉

It’s really easy to limit the display of a popup to visitors that already saw at least 1, 2, 3… pages 
1.
 Log in to your account
2. Create a popup or edit one that already exists
3. Go on the “Display rules” tab
4. Look for the sentence “Minimum page views before display” and select “2” if you want to start display on the second page view
5. Save

Now your popup will be displayed only to visitors who saw at least 2 pages (display on the second page and after).

It really depends on the kind of popup and trigger you set:

– If you create a popup with an “exit intent” trigger, you should set “1” page view minimum because you want to give the opportunity to every visitor leaving your website to ask for a reminder.

– If you create a button widget (little button on the bottom left or right of the page) or an accordion popup, you can put it on every page from the first page view to the last one. This gives the opportunity to your visitor to click on it at any time without bothering him during his visit.

– If you create a popup overlay that will cover what the visitor is reading (a part of the page of the full screen), you should generally set at least “2” pages view minimum. This is because this kind of popup will convert visitors that have spent enough time on your website to know if they’re interested in what you offer or not. But it’s up to you to define if the best time to display this popup is the 2nd page, the 3rd or the 6th, depending on the average number of pages view per visit on your site.
However, you can also choose to display a modal popup right from the 1st page view, but set a time trigger (15 sec or 30 sec) or scroll trigger (75% scrolled) which will assure you that the visitor saw enough of your site to know if he’s interested in what you offer or not.

It mostly depends on the kind of popup you set:

– If you create a popup with an “exit intent” trigger, you should set “1” or “2” display maximum per visit. You don’t want to bother your visitor 10 times with your exit popup if he likes to switch a lot from tab to tab.

– If you create a button widget (little button on the bottom left or right of the page) or an accordion popup, you can set an unlimited number of displays per visit, like “99” times for example. This gives the opportunity to your visitor to click on it at any time without bothering him during his visit.

– If you create a popup overlay that will cover what the visitor is reading (a part of the page of the full screen), you should generally set “1” display per visit. That’s why it’s important to choose the right trigger and/or the right “minimum of pages view” before displaying the popup, to convert a maximum number of visitors.

1. Log in to your account
2. Select the domain for which you want to display a popup, in the Remindee header
3. Click on the “More” menu associated with the popup you want to display on-click, then on “Popup url”
4. Copy the line of code (it’s your popup with a click trigger)
5. Paste the line of code into your site’s source code

The goal url feature allows you to know how many visitors went to your success page (signup, trial, payment,etc.) after receiving an email reminder.
You can set a goal url for each of your popups.

How to set it
1. Log in to your account
2. Create a popup or edit one that already exists
3. Select the “Email reminder” tab
4. Look for the “Goal (optional)” section at the bottom of the page and enter your goal url
5. Click on the “Save and close” button

That’s it, your goal url is set!

Remindee tracks each popup individually, which means that you will have data for each popup. So, for a given domain you will be able to see which popup perform the best in the blink of an eye.

But, you can create, edit or delete as many popups as you want without having anything to do on your site. When the Remindee script is implemented in your site, you will not have any other piece of code or tracking to install later.

Remindee branding can be turned off on the “Content” section, at the bottom of the panel, when creating or editing a popup. Unbranded widgets are only available on Enterprise plans.

When the “branding removal” option is checked, the “Remindee” mention will not be shown in your popup and the clock icon will not lead to Remindee website anymore. However, the clock icon stays in the popup as it’s a way to emphasize that the user is just signing for a reminder.

Yes, you can duplicate a popup for a same domain or any other domain associated to your account.

Scheduling isn’t a feature that we offer currently.

By default, popups are set to not be displayed to visitors who have already created a reminder on your website.
So for example, if you have 3 active popups associated with your domain and a visitor creates a reminder, none of the 3 popups will be displayed to this visitor in the future (cookie-based).

If you want to check if this feature is active on your popups or if you want to enable/disable it, here’s how to do:
1.
 Log in to your account
2. Create a popup or edit one that already exists
3. Go on the “Display rules” tab
4. Look for the checkbox “Don’t show to visitors who already planned a reminder”. Check or uncheck it depending on what you want (it’s checked by default)
5. Save

If your website is multilingual and the domain name stays the same but URL modifies, you can take advantage of multiple popups and customize “Display rules” to make sure the correct language is showing on the parts of your site that you want it to be shown

How to set a popup for a particular language
1.
Click on the “Create new popup” button
2. In the “Content” tab, select your language, so the non-customizable texts will be displayed in this language
3. Edit the customizable fields in the “Content” and “Reminder settings” tabs
4. In the “Display rules” tab, specify the urls where your widget should be displayed
Example 1: If you have URLs like mydomain.com/en for english, mydomain.com/es for spanish… just set “show on url” “beginning with” mydomain.com/es for your spanish widget. You can also blacklist other URLs (“DON’T show on url”) if you want.

Example 2: If you have a subdomain for each language like es.mydomain.com for spanish, then set “show on url” “beginning with” es.mydomain.com for your spanish widget and it will be displayed only on this subdomain.

Remindee supports 13 languages: English, Spanish, Portuguese, French, German, Italian, Dutch, Swedish, Danish, Finnish, Norwegian, Russian and Japanese
If you try to use Remindee for languages not supported, non-customizable texts in your popups and email reminders will be displayed in the wrong language.

Remindee popups and email reminders are translated in 13 languages: English, Spanish, Portuguese, French, German, Italian, Dutch, Swedish, Danish, Finnish, Norwegian, Russian and Japanese

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