1. In the Installation page, verify your login with the Domain Name and API Key. 2. Next, select the email address from which the reminder email needs to be sent 3. Fill in the required fields. You can add various placeholders to the email body, as required. 4. Choose the recipient category for the escalation email in the “Applicable for” dropdown. You can then create multiple email templates to suit each sub-category. Note: The primary category setting is common for all emails. 5. You can now install the app; the reminder email will be sent to your customer.