# Follow-Up robot in Yoxel Add-ons

## Meet Yoxel Follow-Up robot

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A powerful feature of the Yoxel add-on that automates following up with your contacts and increases email response.

### Activating Follow-Ups

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<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2F2UWEzxPRFuwqz28ONpRG%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-20%2013-45-59.png?alt=media&#x26;token=0f03c8bd-cc0b-49a4-9f13-5ec3140db2b9" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FQuDkgSZErY5zmcseoEyR%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-20%2015-06-39.png?alt=media&#x26;token=38bf4d41-38fe-436d-8732-7ef28bc60925" alt="" width="321"><figcaption></figcaption></figure>

Additionally, you can add more target recipients for follow-ups, ensuring that key stakeholders receive reminders.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FQxhlrBjJcencAp8xNRDF%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202025-03-19%2018-47-06.png?alt=media&#x26;token=5e42d1ac-cbc4-4131-9eea-eb016d0f19b6" alt="" width="316"><figcaption></figcaption></figure>

### Configuring Follow-Up Rules

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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.

### Managing Follow-Up Rules

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Manage your follow-up rules on the Follow-up page:

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FXBPsUXZplwqGS16bmw39%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-20%2015-01-31.png?alt=media&#x26;token=3e1b7db0-da63-4abf-bfe3-451442c92676" alt="" width="316"><figcaption></figcaption></figure>

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:

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FWoxPha465i5Y98tj2LJj%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-20%2015-03-24.png?alt=media&#x26;token=cf623634-e624-4f0c-a71b-80fd07c2a3c5" alt="" width="315"><figcaption></figcaption></figure>

### Defining a Follow-Up Rule

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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.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FaKhCX59OdaBVzqagoAGX%2Fimage.png?alt=media&#x26;token=8abdce0d-1593-457b-ad28-2edfd535ff5a" alt="" width="318"><figcaption></figcaption></figure>

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.

### Default Follow-Up Sequence

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The add-on automatically provides the following default sequence:\
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1\. Wait for 4 days, email "Ping... just checking in to see if you got this."\
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2\. Wait for 6 days, email "Did you get my emails below? Let me know if you are interested in discussing."\
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3\. Wait for 10 days, email "Ping... I have not heard back. Let me know if you want to have a convo."<br>

### Creating a Follow-up with Merge Variables

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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.&#x20;

Example message:

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FZyXxqmaLwFcm0KFUXegU%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202025-04-07%2012-27-37.png?alt=media&#x26;token=8ff7a036-99cd-47ef-b80f-209ade39a57c" alt="" width="317"><figcaption></figcaption></figure>

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.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FtsdsW6jGkTd4LUZ6VLFO%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202025-04-07%2012-30-37.png?alt=media&#x26;token=fc9f60ae-e617-4573-8d23-5b5411cf4538" alt="" width="311"><figcaption></figcaption></figure>

The message will be filled in with the values you provided for the variables and will look like this:<br>

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FHrc7suy88LYxXtOwfS3h%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202025-04-07%2012-33-00.png?alt=media&#x26;token=ad3b6d37-664f-45c8-a0ff-8974646b894a" alt="" width="308"><figcaption></figcaption></figure>
