Overview
Follow-ups are flows of automated messages sent to users after specific events or time periods. They help maintain engagement with potential leads and customers even when your team is offline. The follow-up feature lets you create targeted sequences based on client status, labels, and timing.
How it works
Follow-ups are triggered based on the combination of: client status (e.g. "qualified lead", "dropped"); client label(s) (e.g. "pricing question", "B2B"); and the time period since the last message or status change.
Follow-up sequence example
You can create multiple follow-ups to form a sequence: First follow-up, 2 hours after status changes to "dropped"; Second follow-up, 1 day after the first if no response; Third follow-up, 3 days after the second if still no response.
Best practices
Keep messages conversational and personalized; include a clear call-to-action; vary message timing (increase intervals between messages); use different hooks in each follow-up message; limit sequences to 3-5 messages to avoid being intrusive.
Video demonstration
Watch the complete walkthrough of the Follow-ups feature in the video above.