Seamlss includes a built-in re-engagement feature that helps your firm bring existing clients back each year to update their details, sign new engagement letters, and complete any required actions. This is especially useful for annual cycles like tax returns or financial year-end reviews.
How Re-engagement Works #
When re-engagement is enabled, Seamlss automatically identifies clients who are due for re-engagement based on the schedule you set. Upcoming re-engagements appear on your Dashboard for approval before anything is sent to clients.
When a client is re-engaged, they receive an email (using your Re-engage Request template) prompting them to review and update their details. Once the client completes the re-engagement process, they see your Re-engage Complete message.
Enabling Re-engagement #
To turn on re-engagement for your firm:
- Go to Settings in the left sidebar.
- Click the General tab.
- Scroll down to the Automation section and find Re-engagement.
- Tick Enable client re-engagement. This will reveal further options.
Choosing a Re-engagement Schedule #
You have three schedule options:
- None – re-engagement is enabled but no automatic schedule is set. You can manually trigger re-engagements.
- Annual – re-engagement is triggered annually, based on each client’s initial onboard date. For example, if a client onboarded on 15 March 2025, they will be due for re-engagement around 15 March 2026.
- Specific Date – all clients are re-engaged on a specific date each year. This is useful if your firm operates on a fixed annual cycle (e.g. 1 July for financial year-end).
If you choose Specific Date, enter the date in the Specific Date Value field that appears.
Approving Re-engagements #
Re-engagements do not go out automatically without your approval. When clients become due for re-engagement, they appear on your Dashboard as upcoming re-engagements. You review and approve them before the re-engagement email is sent to the client.
This gives you control over timing and lets you exclude specific clients if needed.
Customising the Re-engagement Email #
The email clients receive during re-engagement uses the Re-engage Request template. To customise it:
- Go to Templates in the left sidebar.
- Under the Comms tab, select Re-engage Request from the dropdown.
- Edit the email content using the text editor. You can use tokens like
{{CONTACT_NAME}}and{{ORGANISATION_NAME}}to personalise the message. - Click Save Template when you are done.
You can also customise the message clients see after completing re-engagement by editing the Re-engage Complete template under the Display tab in Templates.
Available Tokens #
Use these tokens in your re-engagement templates to insert dynamic content:
{{CONTACT_NAME}}– the contact’s first name (e.g. “John”){{CONTACT_FULL_NAME}}– the contact’s full name (e.g. “John Smith”){{CLIENT_NAME}}– the client entity name (e.g. “ACME Plumbing Company”){{ORGANISATION_NAME}}– your firm’s name{{ORGANISATION_CONTACT_NAME}}– your firm’s contact name{{DATESTAMP}}– the current date{{ACTION_BUTTON}}– automatically added; this is the button clients click to start the process
Related Guides #
- Understanding Contacts, Clients and Groups – how contacts and client entities work in the new data model
- Setting Up Email Notifications – configure who gets notified when clients complete actions
- How to Send a Client Request – sending requests to clients
- Setup Guide – completing your initial Seamlss setup
