How Do I Initiate Auto-Follow Up When Sending Out my First Email?

You can initiate auto-follow-up in two different ways.

  • 'Preview & Send'
  • Launch Automation Sequence 

By choosing the “Preview & Send” option in the "Compose" stage of the workflow, then checking the box labeled “Auto-Follow Up Sequence” next to the 'Send' button when previewing the email.

By clicking the “Launch Automation Sequence” button, located next to the 'Preview & Send' button.

This will start sending your emails based on the templates and email sequence you have selected for the campaign, and mark all follow-ups as automated.

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