⭐️ Auto Follow-ups are only available on the Business Subscription plan.
What are Auto Follow-ups?
Timely communication is crucial, especially when it comes to client interactions. Auto Follow-ups make it easy for your sales team to stay connected effortlessly. You can set up automated follow-up messages based on specific timelines, making it easier to reconnect with clients and boosting the chances of getting your estimates accepted promptly!
Setting up follow-ups is simple! First determine the trigger point, such as when a quote is sent or viewed, and initiate the process. Then, choose a timeframe of when the message should be sent. When the timeframe is reached, the follow-up email is automatically sent.
If the quote is accepted or declined before the scheduled follow-up, there will be no unnecessary messages sent. This eliminates the need for you to remember and manually follow up with clients, saving you valuable time and countless mental notes.
How to Create a Follow-up
Step 1: Create
Click the person icon and go to your Account Settings > Communications > Auto Follow-ups section. Click +New Follow-up.
Step 2: Configure
A pop-up will appear, here you can configure when, how, and what your follow-up will send.
Document Type - select either an estimate or invoice.
Estimate Types - choose which estimate types this follow-up will send for.
Requirements - determine when your estimate will be sent.
Message - configure the subject line and message of your follow-up.
Method - pick how you would like your follow-up sent: email, text, or both! Once enabled, the follow-up message will be automatically assigned to new quotes based on the parameters you've selected.
Once you are happy with your configuration select Confirm, and the follow-up will be saved.
How to edit a Follow-up
To edit, delete, or copy the follow-up message, click the three dots on the right-hand side of the follow-up:
