On the reminder's create or edit form, add contacts as recipients and tick the channels (email, SMS, WhatsApp) each contact should receive on. CCs are not added per-reminder — CCs are set on the contact record itself. When a contact with CCs is added to a reminder, their CC list auto-attaches as CC recipients for emails.

Adding recipients to a reminder

  1. Open the reminder for creation or editing.
  2. In the Recipients section, search for and select contacts.
  3. For each selected contact, tick the channels they should receive on:
    • Email — sends to their email address
    • SMS — sends to their mobile number (requires country code)
    • WhatsApp — sends to their WhatsApp via approved templates
  4. Save the reminder.

Each contact gets notifications only on the channels you tick. Adding a contact to the recipient list doesn't automatically tick all channels — channel selection is explicit.

Channel selection is contact-specific

This is important — channels are picked per contact on the reminder, not globally:

  • One contact might be set to receive only Email.
  • Another contact on the same reminder might receive Email + SMS.
  • A third might receive WhatsApp only.

You control this per contact per reminder. If a contact doesn't have a mobile number, ticking SMS doesn't fail — the channel just won't have an address to send to.

How CCs work (this might surprise you)

CCs in Remindax are NOT a per-reminder field. There is no CC slot on the reminder form to choose CC recipients for that specific reminder.

Instead, CCs are set on the contact record itself:

  1. Open a contact (Manage → Contacts → Edit, or during create).
  2. Find the Contact CC section.
  3. Select another contact from the dropdown.
  4. Click Add to CC.
  5. Up to 5 contacts can be added to one contact's CC list.
  6. Save.

Now whenever that contact is added as a reminder recipient, their CCs auto-attach as CC recipients on the email. The user adding the contact to the reminder sees the CC emails listed under the recipient.

Why CCs live on the contact, not the reminder

It's a design choice: CCs typically represent a person's stable communication relationships — their manager, their assistant, the team lead who always needs visibility. Setting CCs at the contact level means every reminder this person receives also reaches their CCs automatically, without having to set CCs on each reminder individually.

If you need ad-hoc CCs that vary per reminder, the workaround is to add additional contacts as recipients (with Email channel ticked) rather than as CCs.

Channel selection still applies to the main recipient

Even though CCs auto-attach, the channel selection on the reminder's recipient picker still controls what the main recipient gets. CCs only attach to email sends (not SMS or WhatsApp).

Default Recipients (workspace-level)

If your workspace has configured Default Recipients (under Settings), those contacts show up as a one-click suggestion when you add recipients to a reminder. They are not auto-added — you still click to add them. This keeps audit trails clean and prevents accidental bulk notifications.

What happens next

  • On save, the reminder's recipients are locked in.
  • When the sequence fires a step, recipients get the notification on their selected channels.
  • CCs auto-attach to email sends only.
  • A double-tick appears in the item's reminder queue confirming delivery to each recipient.

Edge cases & gotchas

  • CCs are per-contact, not per-reminder. This is the most common surprise — there's no per-reminder CC field.
  • CCs only attach to email. SMS and WhatsApp don't have a CC concept.
  • Up to 5 CCs per contact. Beyond 5, you'll need to restructure (e.g., use a distribution list as a CC).
  • Adding a contact doesn't auto-tick channels. You have to tick each channel explicitly.
  • A contact with no mobile number ticked for SMS won't fail loudly — the channel just won't send. Verify your contact data.
  • Default Recipients are a one-click suggestion, not auto-add. Click to add; they aren't on every reminder automatically.
  • Channel availability depends on the contact's data — email field for email, mobile for SMS/WhatsApp. Missing data means missing sends.

Related questions

  • How do I add a CC to a reminder? CCs aren't per-reminder — they're set on the contact. Edit the contact → Contact CC section → Add to CC. CCs then auto-attach when that contact is on any reminder.
  • Can I CC someone just on this one reminder? Not as a CC. Add them as an additional recipient with Email ticked.
  • Why didn't my SMS reach this contact? They may not have a mobile number, or the number lacks country code. Check the contact record.
  • What are Default Recipients? A workspace-configured suggestion list that appears when adding recipients to a reminder. They're suggestions only — click to add.
  • How many CCs can a contact have? Up to 5.
  • Do CCs receive SMS or WhatsApp? No — CCs only attach to email sends.

Related articles

Add a contact · Create a reminder · Edit or delete a contact · How notifications & sequences fit together