Email follow up settings

Who can use this

• Owner
• Administrator
• Sales
• Viewer (read only)

Steps

1. 1. Switch it on

   Switch on "Follow up emails on" (off by default). Switch on "Review before sending" to have drafts land in the outbox for approval.

2. 2. Sending

   Set the sender name, reply to address (empty uses the rep's email), signature, language (the contact's language, German or English) and tone hints. Click "Send test email" to check.

3. 3. Sequence

   Switch each step on or off: Recap after the call, Reminder, Follow up call.

4. 4. Preview

   Choose step and language and click "Generate preview".

5. 5. Replies

   Under "Replies to emails" switch on "Track replies", choose where replies go and whether the rep gets a copy, and which actions may happen automatically.

Fields and options

Minutes after the call

Recap delay, default 30 (0 to 1440).

Reminder after business days

Default 3 (1 to 30).

Follow up call

Business days after the reminder, default 3 (1 to 60).

Send at (hour)

Default 9 (6 to 20).

Proposed times per email

Default 3 (1 to 6). Window for proposals: 7 days (1 to 30). Proposals valid: 7 days (1 to 30).

Privacy policy link

Kept in the sales settings. It appears in every email, on the booking page and in the notetaker notices.

Mail server

Emails go out through the platform unless you add your own server under Integrations (credential "smtp").

Act automatically

Book proposed times, Mark "not interested" as lost, Act on "later", Postpone when out of office, Act on "wrong person", Pass on meeting changes. If a switch is off or the agent is unsure, the reply goes to review.

Good to know

• The confirmation email after a booking is controlled in the meeting settings.

Related

• Follow up outbox

  Review, approve or discard the emails the agent drafted after calls.

• Pages your contacts see

  The booking page, the unsubscribe page, the meeting link and the notetaker page.