Question

Setting up automatic follow ups

  • 15 March 2024
  • 1 reply
  • 24 views

Userlevel 1
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I am trying to setup automatic follow ups for when we reply to a support email from a customer, and we don’t hear back from them in 48 and 96 hours. I have the follow rule set for the 48 hour part below. For some reason, this isn’t working / it doesn’t send any emails. 

 

Has anyone been able to setup a similar workflow? Trying to figure out what I’m doing wrong.


1 reply

Userlevel 2
Badge +2

Hi there! Thanks for posting about this 😊

 

The Reply “Once” rule action will only trigger if the reply is for a single inbound message on a new conversation. As these are for follow-up replies, you will want to use the Always option instead. 

 

You might find that this rule sends out follow-ups unintentionally though, for messages where you’ve already received a reply. With that in mind, it might be helpful to put a failsafe workflow in place, using tags for example. 

This Help Center article includes some useful tips for this: 

Hope this helps!

Luke

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