Follow Up Emails

You can set up follow-up emails or email sequences that are sent automatically to your new affiliates, leads, customers, or users who canceled their orders. Follow-up emails are an excellent way to engage customers and prospects in a highly scalable and automated manner.

In this article

Types of Follow-up emails

There are three types of email sequences that can be set up which include new leads, new customers, cancellations. The emails will be automatically be sent immediately or on a specific number of days after they become a lead/customer/cancellation. 

Affiliate Email Sequence - Any user who joins your affiliate program will be an affiliate. This email sequence is designed for affiliates that have just signed up for your program.
Leads - A Lead is someone who gives you their email address (ie. signs up for your free newsletter) or signs up for a free trial. 
Customers - A lead who makes a purchase of your product or service.
Cancellations - Any user who canceled their order or stopped using your subscription service. 

Set Up Follow Up Emails

To set up follow-up emails, visit Tools > Follow Up Emails. 

To get started, click Add Email Sequence.

For each email in the sequence, specify the number of days to wait before the email is sent. To have an email sent immediately, enter “0” for this value. 

Select your sender email, enter an email subject and body. Click SAVE.

You can add as many emails to the sequence as you want. To test the effectiveness of each of your emails consider setting up Tracking Campaigns to know how often your links are clicked on and result in other

As always, are here to help. Contact us at any time and our Support team will be there for you.