To install Auto Follow Up for Gmail by cloudHQ chrome extension, click here.
To access the Auto Follow Up for Gmail dashboard, click here.
- Introduction
- What is Quick Auto Follow-Up
- How to set or use Quick Auto Follow-Up
- What are defaults to Quick Auto Follow-Up
- How to monitor and modify quick auto follow-up
Introduction
Sometimes you might need to set up an automatic follow-up for an email you already sent or are about to send, even if you don’t have a Gmail Auto Follow-up template for that situation. For example, if you need a follow-up for a single email to a friend or colleague about a specific question and don’t want (or you do not have time) to create a template, you can use quick auto follow-up.
Let’s consider a real-world scenario to make this clearer. Suppose you emailed a colleague asking about the status of a project with a specific question. By using a quick auto follow-up, you can schedule a reminder email to be sent automatically after a set timeframe and you can rephrase your questions – this ensures your question isn’t forgotten, and you stay updated without creating a permanent template for this particular case.
In short, if creating a template seems too time-consuming or unnecessary, a quick auto follow-up is a helpful option.
What is Quick Auto Follow-Up
Quick auto follow-up lets you schedule automatic reminder emails for a specific message after a set time without needing a template.
How to set or yse Quick Auto Follow-Up
You can activate a quick auto follow-up for:
- Any email you send
- While composing an email
Set auto follow-up on an already sent email
To set auto follow-up, click on the auto follow-up icon and select Quick auto follow-up as shown in these screenshots:
Set auto follow-up while composing an email draft
To set auto follow-up during composing, click on the Auto follow-up icon and then select Quick auto follow-up as shown in these screenshots:
What are defaults to Quick Auto Follow-Up
Quick auto follow-up has the following defaults:
- Skip weekends is enabled
- Stopping the auto follow-up sequence if anyone from the recipient’s domain replies (not applicable to public email domains like gmail.com, outlook.com, etc.) is disabled
- Stopping the auto follow-up sequence if any email is received from the recipient, even if it’s not a direct reply to an email in the sequence, is enabled
- Stopping the auto follow-up sequence for all recipients if any of the recipients in the TO field respond is disabled
- Link tracking is disabled
- BCC to your CRM is disabled
How to monitor and modify Quick Auto Follow-Up
You can modify an auto follow-up created with quick follow-up by going to the Auto Follow Up dashboard:
- Open auto follow-up
- Click on Edit
- Edit your auto follow-up options (add sequence, modify text, etc.)
- Resume auto follow-up