Setting Up Automatic Follow-Up Reminders

Learn how to configure automatic reminders to ensure timely follow-ups with leads and students.

Prerequisites

• Access to Automation workflows
• Leads with assigned follow-up dates

Step-by-Step Instructions

1. Go to Automation > Workflows in the left-hand menu.
2. Click + New Workflow to create a new workflow.
3. Enter a Title such as "Follow-Up Reminder".
4. Select Workflow Type as Specific Event or Lead Status Change.
5. Set the trigger condition to match follow-up dates or statuses.
6. Choose Send Method as Email or SMS to notify assigned staff or leads.
7. Define the timing of the reminder (e.g., 1 day before follow-up date).
8. Select the Target Audience to whom reminders apply.
9. Choose or create a Message Template for the reminder notification.
10. Click Submit to activate the workflow.

Tips & Best Practices

• Customize reminder messages for different lead statuses.
• Combine reminders with task creation for better follow-up management.
• Regularly review and update workflows to match changing processes.

Troubleshooting or FAQs

Q: Why am I not receiving reminders?
A: Ensure workflows are active and notification settings are enabled for your user role.

Q: Can reminders be sent via WhatsApp?
A: Yes, if WhatsApp integration is configured and templates are approved.

Related Articles

• Managing Lead Follow-Ups
• Creating and Sending Email Campaigns
• Automation Workflows Overview