Email campaigns vs task reminders
Tallyfy is a workflow management platform - not an email marketing tool. It doesn’t send broadcast email campaigns like Mailchimp or HubSpot would.
However, Tallyfy’s built-in task reminders serve a similar purpose for your existing contacts. When someone has an assigned task, they receive:
- Daily digest emails summarizing their pending tasks and upcoming deadlines
- Task-specific reminders when deadlines approach or tasks are overdue
- Step completion notifications when upstream tasks finish and new work is ready
These reminders go out regularly, so you don’t need to manually follow up.
| Need | Use |
|---|---|
| Broadcast marketing to thousands of contacts | Email campaign tool (Mailchimp, SendGrid, etc.) |
| Reminding known contacts to complete specific tasks | Tallyfy task reminders |
| Collecting information from clients or vendors | Tallyfy public kick-off forms |
| Sending a one-time notification within a workflow | Tallyfy email step type |
| Nurturing leads with drip sequences | Email campaign tool |
Tallyfy is built for warm, known connections - clients, partners, vendors, and team members who need to complete work. For cold outreach or mass marketing, use a dedicated email platform and connect it to Tallyfy via middleware if you need the responses to trigger workflows.
Tallyfy lets you instantly send manual email reminders to all assignees on any active task by…
Webhooks > Send emails using webhooks
Connect Tallyfy webhooks to middleware tools like Zapier or Make to automatically send custom…
Tallyfy connects with email through custom SMTP for branded notifications, a Gmail add-on for…
Personal Settings > Manage email notifications
Control which email notifications Tallyfy sends you for task assignments, comments, deadlines…
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