Record what the customer agreed to
Keep the consent wording and its version with the lead. Message sequences use the recorded consent for the relevant channel.
Customer Messaging & Follow-Up
Continue the conversation with consent.
Use email and SMS follow-up to stay in touch after an enquiry. Keep consent records and conversation history with the customer.
Acknowledge the enquiry
Prepare a response in your business name so the customer knows their enquiry has reached you.
Bring your team into the conversation
Give your team the conversation context when a customer replies and needs a person to follow up.
Review the message history
Keep sent messages and related activity with the customer record. Your team can check what was said and when.
Set the sending rules before the sequence starts.
Review the audience, wording, timing, consent, and opt-out handling for your setup. Automated sending needs the same care as a message your team sends directly.
A closer look
Book a demoSee how it fits your working day.
Bring one task you'd like to take off your list. We'll walk through the relevant product.