We all have busy lives, so it's easy to forget to check in on a customer or for your customers to accept that so-needed quote.
Auto follow-ups allow you to schedule up to 3 resends of presented proposals to tactfully remind your customers about a great quote you've prepared for them.
How does it work?
[admins only]
From the Office, navigate to the "Email Delivery" menu and select the "Auto Follow-Ups".
You'll be presented with a switch labeled "Activate" to turn the feature on, as well as 3 fields to set how many days you'd like the system to wait before re-sending the email.
If you want to skip a follow-up, just set that field to zero.
NOTE: The system sends follow-up emails between 8:00 AM and 9:00 AM Eastern. It will find all the presented emails, regardless of whether they have been emailed to the customer or not, and dispatch reminders. Please be aware of this when using the feature.
What Does the Follow Up Email template look like?
The follow-up email template used is the Interactive Proposal Email, which is the same template sent when you first contact your customer. The only difference for follow-ups is that we add the word “Reminder” at the beginning of the subject line
How do I stop Sending the Reminders?
To stop resending a specific quote, Mark it Lost and explain the reasons.
Keep in mind that putting the proposal back to draft mode or archiving also prevents the emails from sending.
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