{"_id":"5cae28df2a9c8c004bf75baa","project":"55208137623ff50d009b2bec","version":{"_id":"55208137623ff50d009b2bef","__v":15,"project":"55208137623ff50d009b2bec","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d","5d824fb2ce98a801366098a2"],"is_deprecated":false,"is_hidden":false,"is_beta":true,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"55494bc1ee219b0d001743cc","pages":["55496509c634cf2d0012507c","5549650ecd09b317005f8f4e","55496535a5ecbc1900321683","5549654dcd09b317005f8f53","55496557c634cf2d0012507e","55496563cd09b317005f8f55","55496673a5ecbc190032168a","55496682cd09b317005f8f5e","5549668da5ecbc190032168c","55497c3ea5ecbc19003216bd","55c1047d81dc010d00d50678","55c3cad1b0778d2100a7ebd8","5638e41e3539050d0008205f","563a2ac1f0c29b1700daaf98","563a2b7ef0c29b1700daafa2","563a2d83d25e8919005f3f05"],"project":"55208137623ff50d009b2bec","version":"55208137623ff50d009b2bef","__v":16,"sync":{"url":"","isSync":false},"reference":true,"createdAt":"2015-05-05T23:01:21.408Z","from_sync":false,"order":3,"slug":"features","title":"Features"},"user":"5cab7368183df802e83943c4","__v":0,"parentDoc":null,"metadata":{"title":"","description":"","image":[]},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2019-04-10T17:33:19.388Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":true,"order":12,"body":"Looking for a way to keep on top of conversations that require follow-up at a later time? Perhaps you’d like to send out reminders for appointments or paperwork. Or, maybe you're looking for marketing automations to help nurture leads with drip-messaging campaigns. \n\nThe Follow-Ups automation is particularly helpful for taking repetitive, low-value tasks off your hands. They are highly customizable and provide the ability to schedule a single or series of messaging events based on triggers. \n[block:api-header]\n{\n  \"title\": \"Scheduling Follow-Ups\"\n}\n[/block]\nTo get started, click on *Schedule Follow-Ups*. A pop-up window will appear and display the list of available Follow-Ups. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9aaf216-Followups_snip.png\",\n        \"Followups snip.png\",\n        684,\n        186,\n        \"#e9eef3\"\n      ],\n      \"sizing\": \"smart\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Create New Follow-Ups\"\n}\n[/block]\nTo create a new Follow-Up, click *Follow-Ups Management* then the blue + symbol. Now you can create a new sequence. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/5109749-FollowUpsNew.PNG\",\n        \"FollowUpsNew.PNG\",\n        818,\n        688,\n        \"#e9e9e9\"\n      ]\n    }\n  ]\n}\n[/block]\nEnter the Name of the Follow-Up sequence and the time when it will be scheduled. Select the desired action, and add the *Message Text* for the follow-up. Add additional actions and steps as needed. \n\nClick the blue *SAVE FOLLOW-UP* button. \n\n##Adding Dynamic Variables to Follow-Ups\nYou can add Dynamic Variables to your Follow-Ups, which means you can have relevant customer information automatically inserted into the message.\n\nTo do this, use the double-bracket syntax, like so: \"Hi {{first_name}}, what kind of ice cream do you like?\"\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"When adding **{{team_member_first_name}}** to a Follow-Up, it will insert the first name of whichever team member is **assigned** to the customer. In the event that no team member is assigned, it will default to the first name of the account admin (found in the [Account Settings](https://dashboard.sendsonar.com/?modal=AccountSettings))\",\n  \"title\": \"Using Dynamic Variables with Team Members\"\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Using Follow-Ups\"\n}\n[/block]\nOnce you've created a Follow-Ups sequence, you can access it by clicking the *Schedule Follow-Ups* button from the messaging window.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/f284c82-Sendsonargif_GIF-downsized_large.gif\",\n        \"Sendsonargif GIF-downsized_large.gif\",\n        480,\n        164,\n        \"#eff0f1\"\n      ]\n    }\n  ]\n}\n[/block]\nYou’re all set!\n[block:api-header]\n{\n  \"title\": \"Attaching Follow-Ups to Campaigns\"\n}\n[/block]\nWhen scheduling [Campaigns](https://docs.sendsonar.com/docs/campaigns), you also have the option to attach automatic Follow-Ups to it.\n\nYou can do so while defining the [Settings](https://docs.sendsonar.com/docs/campaigns#settings) of your Campaign. Under *ATTACH FOLLOW-UP*, select from the pull-down menu the desired Follow-Up sequence you've created.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/d140ceb-image_6_copy.png\",\n        \"image (6) copy.png\",\n        1422,\n        750,\n        \"#dbe3e9\"\n      ]\n    }\n  ]\n}\n[/block]","excerpt":"","slug":"follow-ups","type":"basic","title":"Follow-Ups"}
Looking for a way to keep on top of conversations that require follow-up at a later time? Perhaps you’d like to send out reminders for appointments or paperwork. Or, maybe you're looking for marketing automations to help nurture leads with drip-messaging campaigns. The Follow-Ups automation is particularly helpful for taking repetitive, low-value tasks off your hands. They are highly customizable and provide the ability to schedule a single or series of messaging events based on triggers. [block:api-header] { "title": "Scheduling Follow-Ups" } [/block] To get started, click on *Schedule Follow-Ups*. A pop-up window will appear and display the list of available Follow-Ups. [block:image] { "images": [ { "image": [ "https://files.readme.io/9aaf216-Followups_snip.png", "Followups snip.png", 684, 186, "#e9eef3" ], "sizing": "smart" } ] } [/block] [block:api-header] { "title": "Create New Follow-Ups" } [/block] To create a new Follow-Up, click *Follow-Ups Management* then the blue + symbol. Now you can create a new sequence. [block:image] { "images": [ { "image": [ "https://files.readme.io/5109749-FollowUpsNew.PNG", "FollowUpsNew.PNG", 818, 688, "#e9e9e9" ] } ] } [/block] Enter the Name of the Follow-Up sequence and the time when it will be scheduled. Select the desired action, and add the *Message Text* for the follow-up. Add additional actions and steps as needed. Click the blue *SAVE FOLLOW-UP* button. ##Adding Dynamic Variables to Follow-Ups You can add Dynamic Variables to your Follow-Ups, which means you can have relevant customer information automatically inserted into the message. To do this, use the double-bracket syntax, like so: "Hi {{first_name}}, what kind of ice cream do you like?" [block:callout] { "type": "info", "body": "When adding **{{team_member_first_name}}** to a Follow-Up, it will insert the first name of whichever team member is **assigned** to the customer. In the event that no team member is assigned, it will default to the first name of the account admin (found in the [Account Settings](https://dashboard.sendsonar.com/?modal=AccountSettings))", "title": "Using Dynamic Variables with Team Members" } [/block] [block:api-header] { "title": "Using Follow-Ups" } [/block] Once you've created a Follow-Ups sequence, you can access it by clicking the *Schedule Follow-Ups* button from the messaging window. [block:image] { "images": [ { "image": [ "https://files.readme.io/f284c82-Sendsonargif_GIF-downsized_large.gif", "Sendsonargif GIF-downsized_large.gif", 480, 164, "#eff0f1" ] } ] } [/block] You’re all set! [block:api-header] { "title": "Attaching Follow-Ups to Campaigns" } [/block] When scheduling [Campaigns](https://docs.sendsonar.com/docs/campaigns), you also have the option to attach automatic Follow-Ups to it. You can do so while defining the [Settings](https://docs.sendsonar.com/docs/campaigns#settings) of your Campaign. Under *ATTACH FOLLOW-UP*, select from the pull-down menu the desired Follow-Up sequence you've created. [block:image] { "images": [ { "image": [ "https://files.readme.io/d140ceb-image_6_copy.png", "image (6) copy.png", 1422, 750, "#dbe3e9" ] } ] } [/block]