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." You can use your own {{merge variables}}, like {{Name}} or {{Company}} in the messages. The addon will ask you to provide their values when you activate the rule for a new email thread.
