Bryan_K
February 16, 2024, 1:18am
1
Hey! Anyone have a workflow on how to automate email follow ups if a lead hasn’t replied in a week?
To me it doesn’t make sense to constantly “Watch Emails” every week but maybe there is a filter that I could utilize to limit my operations. Thoughts?
samliew
February 16, 2024, 2:23am
2
3 Likes
Bryan_K
February 16, 2024, 2:18pm
5
As always thanks @samliew
First step for me is getting all of my automated emails in a separate lead folder. Is there a simple way I can do that? In the “send an email” module it looks like there isn’t any way to map it directly there.
samliew
February 16, 2024, 2:21pm
6
If you are using Gmail, the sent email should appear in the same thread and inherit the labels.
Otherwise you may need another module to move folders/labels after sending.
3 Likes
Bryan_K
February 16, 2024, 2:45pm
7
Apologies I meant the initial gmail sent (not the follow up). I don’t see the option to label it in the gmail module. Any tips?
samliew
February 16, 2024, 3:22pm
8
Use a Gmail filter. You don’t need Make for that.
2 Likes