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":

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.

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

• 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:

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

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":