Follow up Templates

Sending emails to Customers from Leads

If you wish to send emails directly to your Customers you should check if you can add information for a SMTP server. Visit our SMTP page for further info.

How do Follow up templates work?

These templates are connected to the current user, a user that is logged in and using Mod24 Dispatch app. The user, in most cases a Sales representative, will have an option to select which template they want to send, so they don’t need to write out an email each time they want to follow up.

Creating Follow up Templates

Follow up templates can be created by following the Settings menu > Mailing > Follow up templates inside Mod24 Dispatch app or on this link.

Adding a new template will ask a user to enter a name (e.g. "First follow up"), add a subject and body for the template.

You can add Variables into your template so it can pull the appropriate data from any given lead. If you choose to add e.g. "Move date" as a variable, in the email sent to the Customer it will contain a date selected for that particular lead.

Using Follow up Templates

Once you've added Follow up templates and your SMTP server is set, you can proceed to any lead and select the option to follow up by email. The modal will give you a list of your templates. Selecting one of them will populate the subject and body with information from the current lead.