Follow-ups
A follow-up sequence sends your client reminder emails after you send a proposal, and stops when they sign or decline.
Setting up
Follow-ups are available from the Pro plan.
- Edit your sequences in Settings → Follow-ups. Each step has a day, a condition, a subject and a body.
- In the editor, before you press Send, turn on Enable automatic follow-ups and choose a sequence. The workspace's default sequence is preselected.
- Declario sends each step to the client's email address, with a button that opens the proposal and your email address as the reply-to.
The default sequence
Every workspace starts with this default sequence. You can edit it, but not delete it.
| Day | Condition |
|---|---|
| 1 | If not opened |
| 3 | If opened, no response |
| 7 | If no response |
| 14 | If no response |
Conditions
Each step is sent only if its condition holds when the step is due:
| Condition | The email is sent when |
|---|---|
| If not opened | The client has not opened the proposal yet. |
| If opened, no response | The client has opened the proposal but has not signed or declined. |
| If no response | The client has not signed or declined, whether or not they opened the proposal. |
If the condition does not hold, the step is skipped and the sequence moves on to the next one.
Timing
A step's day is counted from when you sent the proposal. Declario checks for due steps once an hour, so an email goes out within about an hour of its due time.
Days are whole days, and the smallest is 1. The wait between two steps is the difference between their days, counted from when the earlier step was processed.
Variables
Three variables are replaced wherever they appear in the subject and the body of each email:
{clientName}— the client's contact name, or "there" if it is empty{senderName}— the name of the person who created the proposal, or "The team"{proposalTitle}— the proposal's title
Any other text in braces is sent exactly as written.
Hi {clientName},
I wanted to check that the proposal "{proposalTitle}" reached you. Let me know if anything is unclear.
{senderName}When a sequence stops
- The client signs or declines: the sequence is completed and nothing more is sent.
- The proposal or its client is deleted: the sequence is cancelled.
- Every step has been processed.
Submitting a proposal for approval, or approving it, does not start a sequence.