--- title: Sending Capital Call Reminders description: Learn how to send automated capital call reminder emails to investors directly from ark using the Cash Receipts and General Mailings tools. This guide covers selecting unpaid investors, customizing messages with merge fields, and finalizing mailings efficiently. --- [Skip to content](https://connect.arkpes.com/knowledge/sending-capital-call-reminders#main-content) English - United States Show submenu for translations [Submit a Ticket](https://connect.arkpes.com/knowledge/kb-tickets/new?hsLang=en-us) [My Tickets](https://connect.arkpes.com/tickets?hsLang=en-us) [![ark](https://connect.arkpes.com/hs-fs/hubfs/ARK__Logotype_fullcolor.png?width=200&height=68&name=ARK__Logotype_fullcolor.png)](https://connect.arkpes.com/knowledge?hsLang=en-us) Open main navigation Close main navigation - English - United States Show submenu for translations - [Submit a Ticket](https://connect.arkpes.com/knowledge/kb-tickets/new) - [My Tickets](https://connect.arkpes.com/tickets) - [Email Ark Support](mailto:support@arkpes.com) [Email Ark Support](mailto:support@arkpes.com) Search the knowledge base - There are no suggestions because the search field is empty. 1. [Ark Knowledge Center](https://connect.arkpes.com/knowledge?hsLang=en-us) 2. [Investor Communications](https://connect.arkpes.com/knowledge/investor-communications?hsLang=en-us) 3. [Capital Calls & Distributions](https://connect.arkpes.com/knowledge/investor-communications?hsLang=en-us#capital-calls-distributions) # Sending Capital Call Reminders This guide walks you through how to send automated email reminders to investors with outstanding capital call balances in ark. Reminders are generated from the **Cash Receipts** page and delivered through the **General Mailings** tool. --- #### **Jump to a Section** - [What You’ll Learn](https://connect.arkpes.com/knowledge/sending-capital-call-reminders#what) - [Who Can Use This Feature](https://connect.arkpes.com/knowledge/sending-capital-call-reminders#who) - [Step-by-Step: Sending Capital Call Reminders](https://connect.arkpes.com/knowledge/sending-capital-call-reminders#step1) - [Finalizing & Sending via General Mailings](https://connect.arkpes.com/knowledge/sending-capital-call-reminders#final) - [Best Practices](https://connect.arkpes.com/knowledge/sending-capital-call-reminders#best) - [FAQ](https://connect.arkpes.com/knowledge/sending-capital-call-reminders#faq) - [Next Steps](https://connect.arkpes.com/knowledge/sending-capital-call-reminders#next) --- #### **What You’ll Learn** By the end of this guide, you’ll be able to: - Navigate to the Cash Receipts page to select capital calls - Automatically generate reminder emails for investors with outstanding balances - Customize email content using merge fields - Finalize and send the reminders from the General Mailings tab --- #### **Who Can Use This Feature** - **Basic Admin** users - **Ark Client Admin** users --- #### **Step-by-Step: Sending Capital Call Reminders** 1. **Navigate to Cash Receipts** Go to the **Banks \> Cash Receipts** page from the admin portal menu. 2. **Select a Capital Call** Use the dropdown to choose a fund and capital call. A table will populate showing: - Capital Called - Amount Paid - Remaining Due per investor 3. **Choose Reminder Recipients** - Click the **Send Reminder Email** button to notify all investors with an outstanding balance.![Cap Reminders 1](https://connect.arkpes.com/hs-fs/hubfs/Cap%20Reminders%201.png?width=670&height=349&name=Cap%20Reminders%201.png) - You may also select specific investors using the checkboxes before clicking the **Remind Selected** button.![cap reminders 2](https://connect.arkpes.com/hs-fs/hubfs/cap%20reminders%202.png?width=670&height=349&name=cap%20reminders%202.png) - Investors with no balance due will be excluded automatically. 4. **Review the Confirmation Prompt** The system confirms that only unpaid investors will be emailed. 5. **Customize Your Reminder Email** ![cap reminders 3](https://connect.arkpes.com/hs-fs/hubfs/cap%20reminders%203.png?width=670&height=349&name=cap%20reminders%203.png)You’ll be redirected to the **General Mailing Composer**, where a draft is automatically created using the following merge fields: - `` - `` - `` Edit and format the message content as needed, then click **Save Draft**. --- #### **Finalizing & Sending via General Mailings** 1. Navigate to **Mailings \> General Mailings**. 2. Find your saved draft from the Reminders batch. 3. Click **Preview** to review the investor-specific messages.![cap reminders 4](https://connect.arkpes.com/hs-fs/hubfs/cap%20reminders%204.png?width=670&height=350&name=cap%20reminders%204.png) 4. When ready, click **Send**.![cap reminders 5](https://connect.arkpes.com/hs-fs/hubfs/cap%20reminders%205.png?width=670&height=350&name=cap%20reminders%205.png) - If any investor has since paid and the Cash Receipts page has been updated, they will be excluded automatically. --- #### **Best Practices** - Always update the **Cash Receipts** before sending reminders. - Use merge fields to personalize reminder messages without manual edits. - You can monitor delivery in the **Reports \> Contact Email Delivery Results Audit** report. --- #### **FAQ** **Q: What if an investor pays after I start drafting the reminder?** A: Update the Cash Receipts and the system will automatically exclude them before sending. --- #### **Next Steps** - Explore the [Tracking Capital Call Payments in ark: Send to GL and Notify Investors from Bank Feeds or Cash Receipts](https://connect.arkpes.com/knowledge/tagging-capital-calls-and-investors-in-bank-feeds-and-cash-receipts?hsLang=en-us) guide to learn how to record payments. - View [Ark General Mailings document](https://connect.arkpes.com/hubfs/Knowledge%20Base%20Files/Additional%20Knowledge%20Base%20Files/Ark%20General%20Mailings.pdf?hsLang=en-us) - View and track delivery under **Reports \> Contact Email Delivery Results Audit**. - Access past batches in **Mailings \> General Mailings \> Sent**. 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