Stay Informed

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

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Setting up Keep-in-Touch

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

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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.

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Quick Actions

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

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Contact Card

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

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FAQ

Need a one-time or recurring reminder? We got you!

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Reminders Page

From the Reminders page, you can easily set a one-off or recurring reminder that will notify you on the day you set it by clicking on the ‘Add Reminder’ button. 🔔

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Contact Card

While on a contact’s profile, you can create a reminder by going to the ‘Actions’ drop-down.

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Recurring Reminders

In addition to one-time reminders, reminders can also be recurring.

• 🔁 Reminders can repeat every week, month, quarter, or year.

• 🔔 Receive an email and push notification on the date of each reminder.🔔

• 🤝 Used with keep-in-touch reminders, recurring reminders can make sure you never miss an important date

After the initial reminder date passes, we’ll continue to remind you at a certain frequency via email and push notifications.

Never miss a birthday! Get notified to send your wishes on time!

With Dex, you can add a friend’s birthday manually through the contact detail panel. However, Dex automatically adds birthdays during the Facebook Import.

Once your birthdays are imported, you can easily access them from the Birthdays page in Dex:

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Birthday Reminders

By default, most users will only have reminders via email for Most Birthdays, not all birthdays. In particular, you can configure your birthday reminder notification settings here:

- Disabled: if you turn this off, you won’t get any reminders

- Important birthdays: you’ll only receive email reminders for contacts that are starred or have a last interaction.

- All birthdays: you’ll receive email reminders for all contacts that have a birthday

Stay in the loop! With LinkedIn sync active, Dex notifies you of both title changes and new connections, keeping your network current.

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Title Changes

After setting up LinkedIn, you’ll spot title changes conveniently displayed on the main Today page, like so:

• By default, you’ll receive emails about title changes, which you can turn off with notification settings.

• Title changes are shown in the ‘Today’ feed from most recent to least recent.

• If contact is archived, you generally won’t get title change notifications for them.

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New Connections

Dex also notifies you of any new connections synced to your account:

With Gmail and Google Calendar sync, Dex keeps tabs on all your email exchanges and upcoming meetings!

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Gmail Account Sync

Dex’s integration with your Gmail Account streamlines your communication flow, letting you view relevant threads, update the last interaction, and get a complete picture of where you left off. Learn how to set this up in the Gmail Account Sync Guide

• The sync displays metadata only, revealing the subject and date/time of the email.

• Initial synchronization may take a few hours, with subsequent syncs completing in under 2 minutes.

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Non-Gmail Accounts

If you’re using non-Gmail accounts, you can sync your emails by CC/BCC’ing your unique Dex email address! Learn more about this feature here!

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Google Calendar Sync

By linking your calendars, you can:

• Access relevant calendar events for a contact.
• Search and view across multiple calendars for a contact.
• Automatically update the last interaction based on calendar events.
• Easily add notes to calendar events.

Learn how to enable Google Calendar Sync here.