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

1

Set up Mergo.

2

Press the SEND EMAILS button.

3

Click Schedule a follow-up email.

4

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. 

5

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:

1

Open the relevant campaign sheet.

2

Click the Campaign Tracking Report menu.

3

You'll see your  Follow-up campaign schedule.


Cancel follow-ups

1

Click the  Follow-up campaign schedule

2

Click CANCEL. 

NoteFollow-ups can only be canceled or edited before the specified 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