Follow-Up robot
This guide explains how to automate follow-ups with Yoxel, covering activation, rule configuration, and management of follow-up sequences for streamlined email communication.
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Salesforce Sync
This guide explains how to automate follow-ups with Yoxel, covering activation, rule configuration, and management of follow-up sequences for streamlined email communication.
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Was this helpful?
A powerful feature of the Yoxel add-on that automates following up with your contacts and increases email response.
You can activate a follow-up sequence of emails for any email thread for which you're expecting a response. Just click 'Activate Follow Up' and choose a rule. You can also create a new rule directly from here and activate it immediately.
Additionally, you can add more target recipients for follow-ups, ensuring that key stakeholders receive reminders.
Once a follow-up rule is activated for an email thread, it cannot be modified. However, you can:
Deactivate the follow-up sequence if needed.
Manage and update follow-up rules in the settings before applying them to new email threads.
Manage your follow-up rules on the Follow-up page:
Use the Follow-Up page to manage active sequences, deactivate rules, or update messaging as needed. Set up as many rules as you need for different business situations:
A rule essentially defines a sequence of actions (wait time + follow-up email). An action defines how many days to wait for a response from a contact (optionally just in this thread) and what message to send if there is no response.
When setting up a rule, you can enable the "Expect a thread response" checkbox. If selected, the follow-up sequence will automatically stop once a response is received in the thread.
The add-on automatically provides the following default sequence: 1. Wait for 4 days, email "Ping... just checking in to see if you got this." 2. Wait for 6 days, email "Did you get my emails below? Let me know if you are interested in discussing." 3. Wait for 10 days, email "Ping... I have not heard back. Let me know if you want to have a convo."
After setting up the rule condition, create a follow-up that includes a Drip message. This Drip message will be automatically sent when the rule is triggered.
In the message body, you can use your own {{merge variables}} such as {{Name}}, {{Company}}, and more.
Example message:
When you activate the rule for a new email thread, the addon will prompt you to provide values for these variables if they are not automatically populated.
The message will be filled in with the values you provided for the variables and will look like this:
