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Follow-up funnels

Send messages automatically when a contact enters or leaves a CRM tab or label, or after a set time.

A follow-up watches your CRM tabs and labels. When a contact moves, it sends the messages you set up, so leads don't go quiet.

Example

A contact moves to the Quote sent tab. One day later, if they haven't replied, WaBaCRM sends "Did you get a chance to look at the quote?"

Create a follow-up

  1. Open Follow Up from the WaBaCRM menu and click Create.
  2. Give it a Follow-up Name.
  3. Under Funnel Settings, click Select Tabs or Labels and choose the tabs or labels to watch.
  4. Choose the Follow-up Trigger:
    • Trigger immediately upon entering the funnel: when a contact is added to the tab or label
    • Trigger immediately upon leaving the funnel: when a contact is removed
    • Trigger after a defined time: a set time after the contact entered
  5. Add the Follow-up Action: the messages and actions to send, the same kinds as in auto replies.
  6. Switch on Cancel after receiving a message so a contact who replies doesn't get the rest.
Create Follow Up: choose the tabs or labels, the trigger, the action and the rules.
Create Follow Up: choose the tabs or labels, the trigger, the action and the rules.

Tips

  • Keep follow-ups short and useful; one or two messages is usually enough.
  • Pair follow-ups with the CRM board: moving a card is what starts them.