Setting up automated reminders within UpMail can help streamline follow-ups, ensuring that no lead slips through the cracks and your team stays on top of every client interaction.
Here’s how the workflow will look in action to keep your follow-up process efficient and consistent.
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Set the Reminder
When sending an email, set the reminder to follow up.
Reminders can be configured at the template level within the Template Settings by UpMail Champions, ensuring that reminders are automatically set whenever a user sends an email using that template.
> Click here to learn how to access Template Settings
Reminders can also be added after sending an email. Please note that you can only set reminders on emails you have sent. -
Receive the Reminder
When the reminder appears in your inbox, select the "Follow-up" option. -
Draft the Follow-Up
This action will open your UpMail account with a pre-drafted follow-up email, designed to reference the previous email. Review and edit the follow-up message as needed, then send.
At this point, you can also schedule the follow-up if necessary.
Additional Notes:
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UpMail Champions can configure the follow-up message text by template within the Content Library > Text Snippets > Follow-up Texts.
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If a follow-up is needed on a particular date, draft the email in advance and schedule it for the specified date.