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Marketing

Set up automatic email follow-ups

Templates and sequences that email people after they enquire or order.

  1. 1

    Turn on the Email follow-ups module from Modules.

  2. 2

    Open Email → Templates and review or edit the templates created for you.

  3. 3

    Open Email → Sequences, check the steps and delays, then press Turn on. Sequences are created paused on purpose, and Turn on needs email sending to be configured for the platform.

  4. 4

    Check Email → Activity later to see what was sent and whether anything bounced.

Good to know

  • Only people who agreed to receive email are ever emailed. Unsubscribes and bounces are handled for you.
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