Why is my auto follow-up not sending?

Troubleshoot why automatic follow-up emails are not being sent due to unmet conditions, already met criteria, or late additions.

An auto follow-up in PaintScout will not send if its trigger condition has not been met, has already been passed, or was added after the condition occurred. Below are the three most common reasons.

Condition Not Met

The follow-up will not send if the required estimate status has not been reached yet.

For example, if your follow-up triggers when an estimate is viewed but the estimate is still in sent status, the follow-up is not yet applicable.

Condition Already Met

The follow-up will not send if the estimate has already moved past the required status. It skips to the next scheduled follow-up instead.

For example, your follow-up is set to send 2 days after the estimate status is sent. But the customer viewed the estimate immediately. Since the status is now viewed (past sent), the follow-up will not send.

Late Addition

A follow-up will not send if it is added after the estimate has already met the trigger condition.

If your follow-up has not sent and none of these reasons apply, contact our team at [e-mail].

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