Adding Follow-ups and Adjusting Sending Options

Once you’ve created an Outbound Campaign, you can manage and edit your follow-up messages. Follow-up messages will reach the candidate when the candidate does not respond to the First Message or the previous follow-up.

Adding Follow-up Messages

When creating a Campaign, 3 follow-up messages will be automatically created. They will automatically be sent out depending on the number of days set between messages, by default the follow-ups will send out 3 days from the previous message. 

When a Candidate responds (which includes email bounces or automated out-of-office responses), the follow-ups will stop automatically and the Candidate Status will change to "Responded". Check out Handling Candidate Replies for more details on Candidate responses.

Adding Additional Follow-ups

Step 1. In your Campaign page, select the "Templates" tab, 

Step 2. Scroll down to the bottom of the "Follow-ups" section, and select "Add new follow-up email".

Removing Follow-ups

Step 1. Go to the follow-up you would like to delete.
Step 2. Select the trash can icon on the top-right corner of the follow-up.

Adjusting the Sendable Days or Number of Days of a Follow-up 

Step 1. In your Campaign, select the "Templates" tab, 

Step 2. Scroll down and find your selected Follow-up.
Step 3. Select the "Advanced Options" drop-down menu.

Step 4. Adjust the number in the "Send day(s) after the first message" section.
Step 5. Adjust the days of the week the follow-up can be sent in the "Only send on these days of the week" section.
Step 6. Adjust what time the follow-up is sent in the "Choose an optional time of the day to send" section.
Please note that while these options are set, your follow-up may be delayed or sent at another time if you have many follow ups queued up in your inbox.

Follow-up Templates after the First Message Sends

Adding an additional follow-up template after the first message sends

Once a messaging sequence has begun, adding an additional follow-up template will add an additional follow-up to the ongoing message sequences.

Removing a follow-up template after the first message sends

Once a messaging sequence has begun, deleting a follow-up template will remove the pending follow-up messages that have not been sent yet to candidates

Editing messaging in the follow-up templates after the first message sends

Once a messaging sequence has begun, any additional edits to any follow-up templates will apply to the pending follow-up messages that have not been sent yet to candidates. 

Adjusting the sendable days or number of days of a follow-up after the first message sends

Once a messaging sequence has begun, adjusting the sendable days or number of days between each follow-up will reschedule the pending follow-ups accordingly.

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