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Send a follow-up

Remind users to start or complete their assessments by sending a follow-up email directly from your campaign.

Overview

If a user hasn't started or completed their assessment, you can send them a follow-up email immediately.

You can send a follow-up to one user or select multiple users and contact them at the same time.

Send a follow-up to one user

  1. Open your campaign.

  2. Find the user you want to remind.

  3. Hover over that user row.

  4. Click Follow up.

  5. Customize the follow-up email or choose a template.

  6. Click Send Follow up.

Send a follow-up to multiple users

  1. Select the users you want to remind.

  2. Click Follow up in the bottom-right corner.

  3. Customize the follow-up email or choose a template.

  4. Click Send Follow up to send the email to all selected users.

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