Dex Workflows

Keep-in-Touch

Stay connected effortlessly with Dex's personalized keep-in-touch reminders, ensuring you never miss a beat in reaching out to your friends!

Stay connected effortlessly with Dex's personalized keep-in-touch reminders, ensuring you never miss a beat in reaching out to your friends!

Setting up Keep-in-Touch

There are several ways to set up a frequency for Keep-in-Touch:

Keep-in-Touch Page

We recommend using the Keep-in-Touch page if you're setting up frequencies for a bunch of contacts.

From here, it's a simple drag-and-drop. You have the option to set it up by Group as well.

If you see the ❗icon right next to the name, there's an overdue reminder that needs your attention.

Dex calculates the next KIT reminder based on two factors:

  • Last Interaction Date
  • KIT Frequency (e.g., every 6 months)

How It Works

If the last interaction date is set first, and then the KIT frequency is defined, Dex schedules reminders correctly. Example:

  • Last interaction = Jan 1
  • Frequency = every 6 months
  • → Next reminder = Jul 1

If there is no last interaction date and a KIT frequency is set, we can only infer that the next interaction should be the current date + the chosen frequency.

Example:

No last interaction

  • Frequency = every 6 months
  • → Next reminder = 6 months from today

Quick Actions

If you want to go through each card quickly with shortcut keys, we recommend the Quick Actions page:

Contact Card

From the contact's profile, you can also set (F), snooze (H), or update the Keep-in-touch reminder.

Snoozing KIT reminders allows you to set a specific date. You can also see the exact date of when you'll be reminder on the right.

Bulk Keep-in-Touch Frequency Edits

You can edit Keep-in-Touch (KIT) frequencies in bulk from the Contacts page, within a Group, or inside a View.

  1. Select the contacts you want to update or do a Select All.
  2. Click the Frequency icon.
  3. Choose the new Keep-in-Touch frequency to apply the change to all selected contacts.

This allows you to efficiently update KIT settings for multiple contacts at once.

KIT Bulk

FAQ

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