Follow-up
Don’t leave a good conversation unfinished.
Set up reminders and messages for new inquiries, review requests, and customer follow-up. Keep track of who has replied and who still needs attention.
A closer look
What you get
Inquiry reminders
Remind your team or follow up with a customer when a request is waiting.
Review requests
Ask for feedback after the customer has used your service.
Feedback follow-up
Make sure someone responds when a customer raises an issue.
Timing you can set
Choose when to follow up based on the request and channel.
Contact preferences
Respect opt-outs, recent contact, and customer exclusions.
Response reports
See recorded replies, review activity, and other follow-up results.
The work in practice
Choose the message, the timing, and when to stop.
Follow-up should reflect what the customer asked for and what has happened since. Set a relevant message and timing, check the contact preferences, and make sure a reply gets a person’s attention when needed.
A follow-up purpose
A reminder, review request, response to feedback, or invitation to continue a conversation.
Timing and recipients
Available rules for who should receive the message and when, including exclusions and opt-outs.
Replies to act on
Recorded responses and outstanding conversations for the team to review.
From setup to day-to-day
Getting started
Choose the follow-up
Start with a new inquiry, review request, customer issue, or return visit.
Set the message and timing
Review the wording and choose who should receive it and when.
Check replies
Respond when a customer answers and review anything still waiting.
Working together
Your part in the process.
What we need from you
- The situations that should trigger follow-up.
- Message preferences and appropriate timing.
- Customer contact permissions and an owner for replies.
What you’ll be able to review
- Message wording and the intended customer group.
- Timing, exclusions, and contact preferences.
- Recorded replies and requests still waiting.
Before we startAvailable automation rules depend on your setup. Aaptly respects opt-outs; your team still needs to respond when a customer needs help.
What can I follow up on?
New inquiries, review requests, customer feedback, and invitations to return.
Can customers opt out?
Yes. Messaging opt-outs and contact preferences are respected.
Can I use different timing for different requests?
Available rules let you adjust follow-up by source and customer group.
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See if Aaptly is right for you.
Tell us about your business. We’ll show you how it works and talk through the costs.