Keeping momentum is everything. These are the simplest ways to pull buyers back into the Room using the tools already built into Aligned. Think of each one as a light nudge you can trigger at the right moment—without coming off pushy.
What works to re-engage buyers
“Room Updated” Email
What it is:
A quick, seller-controlled email that links buyers straight back into the Room.
Why use it:
It’s the cleanest way to surface real updates without spamming people. Buyers get the message only when you decide it's worth sending.
How to send room update:
From the Share drawer you can send an update email that links buyers straight back to the Room. This is controlled by the seller so you choose when to send it.
Auto-Reminder After 4 Days of No Visit
What it is:
A quiet safety net that emails prospects who haven’t opened the Room in four days. There’s a version for invite-accepts too.
Why use it:
Removes the mental overhead of “When should I ping them again?” and keeps deals from drifting just because someone forgot
How to use it well:
Flip it on in Settings once and let it run. It handles low-effort re-engagement while you focus on real outreach.
How to set it up:
Turn on the auto reminder that emails prospects who have not visited the Room after four days from the first share. There is also a separate invite-accept reminder after four days for people who did not accept yet.
Comment to Restart the Conversation
What it is:
Quick comments inside the Room that trigger a notification.
Why use it:
They feel natural. A short note or question inside the content buyers are already reviewing gets faster, cleaner replies than a generic email bump.
How to use it well:
Tag the buyer in the comment and drop a small, pointed question right where it matters—“Want to confirm if this quote fits your target?” Short, specific, and tied to the next step.
Assign a Task on the Shared Plan
What it is:
Assign a task to the buyer + due date and click Notify assignee to send them a focused prompt with what you need.
Why use it:
Tasks give structure to the buying process. They make next steps explicit and create a built-in reason for buyers to re-engage.
How to use it well:
Add clear “definition of done,” assign the right person, and notify only when it matters so tasks don’t lose their punch.
Follow the Room Signals
What they are:
Hot, Warm, Cold, and No-Visit signals based on real Room activity.
Why use them:
Signals tell you when attention is high (strike fast) and when you need something more substantial than a bump (value-add update).
How to use them well:
Hot Room → Follow up quickly—buyers are active right now
Cold Room → Share something genuinely useful (doc, clip, insight)
No Visit → Let the 4-day auto-reminder do its work or send a pointed update
Pro Tips
Make every update specific, not vague.
Use comments as steering nudges, not essays.
Tasks work best when they’re precise and not overused.
Let signals guide your timing so you’re not guessing.
FAQ
Does Aligned notify prospects every time you make a change in the Room
Does Aligned notify prospects every time you make a change in the Room
No—only when you choose to notify or when auto-reminders fire.
Can I send from my own email address
Can I send from my own email address
Yes.
Where do I change these settings
Where do I change these settings
My Account→ Settings→ Notifications.
