How to duplicate, follow-up and edit reminders

 You can duplicate already sent emails, follow-up on them, or setup and edit reminders directly from the UpMail emails page. From there, you just need to click on the email you want to action, as illustrated below.

 

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 Once you have clicked on the email, a pop-up will appear with the three buttons next to each other in the order Duplicate - Follow up - Reminder.

 

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  1. Once you select DUPLICATE, the same email will appear in a new window. You would still be able to change it before you send it, if required.                                                             
  2. If you select FOLLOW UP, the pop up below will appear, auto - populated with a short follow up message which you can send alongside with the initial email.                                     Capture777777.PNG 
  3. If you select the REMINDER the below pop-up will appear, allowing you to choose a date and time for your next interaction with the email recipient, alongside with a window to enter a quick description of what that might be (phone call, meeting, etc)                                     nimoa.PNG

 

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