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Catchups are follow-up suggestions for your affiliates. Use this screen to choose which types are on for your whole company.

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Where to find it

In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Company, select Catchups.

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What’s on the screen

The screen groups its switches into cards. For a new company, every switch starts off. The descriptions below mostly follow the screen’s own text. For Last Order Seven Days Ago and New Purchase, they’re more exact than the text on the screen.

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Orders & Subscriptions

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Activity

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Messages & Tasks

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Groups

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Other

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Custom

This card has no switches. Your developers can create custom Catchups. The card’s Custom Catchups Documentation button opens the Fluid API overview, the general starting point for developers.

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Turn a Catchup on or off

1

Find the Catchup

Catchups are grouped into cards by topic, such as Orders & Subscriptions, Activity and Groups. Find the card that holds the one you want.
2

Turn the switch on or off

Click the switch next to the Catchup’s name. The change saves right away, and you see Catch-Up setting updated successfully. This screen has no save button.
If a change fails, you see Failed to update catch-up setting and the reason, and the switch returns to its saved position.

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FAQ

No. These switches apply to your whole company. Each Catchup type has one on/off switch, with no role, user, or timing options.
Your role has View only access to CatchUp, so the switches and the Custom Catchups Documentation button are grayed out. Ask an admin who manages roles to set the CatchUp area to Full access on your role’s Permissions tab. Use the area’s own menu, in the Settings card, not the card’s menu. See Roles.
The Catchups item appears only if your role has the CatchUp area, in the Settings card, set to at least View only. Ask an admin who manages roles to update your role. See Roles.