Easily send follow-ups to your campaign
Mergo’s Follow-up feature helps you restart a conversation for emails that may have gotten buried or to catch your recipient’s attention to get the conversation rolling again. Setting up is a breeze and you’ll be able to send follow-ups with just a few steps.
In this article
📊 This feature is available in our add-ons for Google Sheets, Docs, & Gmail.
💎 This is a premium feature.
Note: Only 1 follow-up is allowed per campaign.
Configure the Follow-up feature
Press the SEND EMAILS button.
Click Schedule a follow-up email.
You will see the Schedule follow-up page. Choose the appropriate setting for your campaign:
- A) Target?
- Recipients who have not responded
- Recipients who have not opened
- All recipients
- B) When?
- 3 days from now
- 1 day from now
- now
- C) Edit message - click to customize your follow-up message.
If you edit the default message, click SAVE > SAVE.
Info: You can use merge tags within the Follow-up editor.
Note: Follow-ups are sent using the same thread of your original email campaign.
Access your saved follow-ups
To access (or edit) your saved follow-ups:
Open the relevant campaign sheet.
Click the Campaign Tracking Report menu.
You'll see your Follow-up campaign schedule.
Cancel follow-ups
Click the Follow-up campaign schedule.
Click CANCEL.
Note: Follow-ups can only be canceled or edited before the specified follow-up date.
That is, once the follow-up has been sent (like in our example below), it cannot be canceled or edited anymore (as compared to an active Follow-up). You will know this when you're not able to click the Follow-up campaign schedule.
