Set up follow-ups

Turn follow-ups on

1. Open Settings → Automation and find Follow-ups and replies.
2. Switch on Send a follow-up if there’s no reply.
3. Choose the Wait: 1, 2, 3, 4, 5, 7, 10, 14, 21, 30, 45, 60 or 90 days.
4. Choose Up to: between one and five follow-ups.
5. Select Save follow-up settings.

The default is one follow-up after 2 days. The wait is counted from the last email to each company. Switching follow-ups on also includes eligible emails sent earlier.

What follow-ups need

Follow-ups only go out when all three of these are true:

• Automatic sending is on.
• Email outreach is on in Settings → Channels.
• The inbox connection is working. The last successful inbox check must be recent, and the inbox is checked again just before each send, so a reply that arrived a few minutes ago still stops the follow-up.

If the inbox is not working, the settings show Needs your inbox connection working first. with a Fix inbox link. Follow-ups also count towards your daily sending limits.

Follow-ups are reviewed too

A follow-up is written when it becomes due, then waits its own 24 hours in Review drafts as a follow-up email. You can read, edit or skip it exactly like a first message. If you have turned on Ask me to approve each new message, it needs your approval as well.

What a follow-up looks like

• Under 100 words, in the same email thread (“Re: …”).
• Written from your approved statements and your writing brief, and checked like any other draft.
• No attachments.

A useful follow-up adds one new reason to reply, such as a relevant product or a simpler question, rather than repeating the first email.

Good practice

• One or two is usually enough. More than that rarely changes the answer and increases the chance of an opt-out.
• Leave a few days. A wait of 3 to 7 days respects a busy inbox; very short waits can feel pushy.
• Use the brief. Add a line under Anything else? in your first message settings, such as “In a follow-up, offer the product sheet instead of repeating the introduction.”

What stops a follow-up

A follow-up is not sent when any of these apply:

• The company has replied, on any channel.
• They opted out, or the address bounced or has not been verified.
• The campaign is paused, or the company no longer meets its required criteria.
• You skipped the company or switched its email off.
• All planned follow-ups have been sent.
• The daily limit has been reached (it waits for the next day).

Track follow-ups

Conversations → Waiting for a reply lists everyone who has not answered, with the follow-up state for each: Due now, a date, Done, Held or Off. In Sent, follow-ups are labelled Follow-up so you can tell them apart from first emails.