Follow-up Sequences Overview

Follow-ups are e-mails that allow you to keep track of a conversation. They are especially useful for the Sales Department of a company, because once a salesperson sends a proposal, you can automate the process of obtaining a response through a chain of e-mails that are sent successively on the days and times previously determined. 

Thus, you increase the chances of getting a reply (accepting or not the proposal) and avoid doing it manually day by day.

How to use follow-up sequences:

1.- Go to your dashboard, click on "Follow Ups" and then on "New sequence":

Follow up Feature Sequences - InboxPro

2.- Compose the first e-mail and configure it:

  • What will be the trigger that activates the sequence: when you haven't replied, when you haven't opened the e-mail or always.
  • How many days you should wait to send the e-mail: this is important to see how much push you want to do.
  • At what time to send it.

Follow up Feature Sequence Action - InboxPro

3.- If you wish, add one more e-mail as a reminder:

Follow up Feature Sequence Action 2 - InboxPro

  • You can click on "Preview" to see how the e-mail will look.
  • If you have a drafted template, you can include it at this point.
  • When you are done, click on "Save sequence".

4.- Go back to Gmail, click on the "Follow-ups" icon and choose the sequence you want to use:

Follow up Feature Extension - InboxPro

Follow up Feature Select Sequence - InboxPro

5.- Once you have activated it, the "Attach sequence" icon will light up green:

Follow up Feature Sequence Attached - InboxPro

6.- For your peace of mind, you can check the sending status of the sequence and stop the e-mails at any time from the "E-mails" section in "Follow Ups":

Follow up Feature Emails - InboxPro

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