Followup Emails

Owned by Debby Gibson
Last updated: Jul 06, 2020 by Marleze Scheepers (Unlicensed)
1 min read
Followup emails can automatically be set on any email job.  There are a couple of rules with the followup dates which are as follows:
- if you have a document to be signed (and have attached with the Attach Sign button), then when the document has been signed, the followup emails will automatically cease
- if you have an email job with a webform checklist attached, and the webform has been submitted, then the followup emails will automatically cease
- if the email is just a generic type email with neither of the above triggers, then you will need to set a discontinue date which will cease any further followup emails being sent.

If you wish the Followup email to be something different to the original email sent, you can enter this on to the Follow-up Email tab.

If you leave the Follow-up Email tab empty, the system will re-send the original email and include the phrase "Reminder" at the beginning of the Subject line.

Eg: if your original emails subject line was "Please sign and accept your Income Tax Returns"....

The followup email subject line (if the Follow-up email tab is empty) will be "Reminder: Please sign and accept your Income Tax Returns.

Watch the Video