Follow-up and nurture workflows

Follow up on the replies that go quiet, move not-now leads into nurture and bring them back at the right time. 18 recipes, each with the steps in the app and the API request to create it.

Follow-up and nurture

Set a follow-up reminder 2 days after an interested reply

When a reply is labeled Interested and the prospect has the last word, Master Inbox sets a reminder for two days later, so the lead comes back to the...

Follow-up and nurture

Flag quiet prospects for follow-up 24 hours after your reply

24 hours after a rep answers, if the prospect has not replied, Master Inbox adds a Follow-up needed label and moves the thread to the Follow-up

Follow-up and nurture

Tag a lead Gone quiet after 4 unanswered follow-ups

When a lead who replied earlier has had four follow-ups from your team with no answer, Master Inbox labels the thread Gone quiet and removes...

Follow-up and nurture

Move leads who went quiet after replying into a PlusVibe nurture campaign

14 days after your team's last message to a lead who replied earlier, if they have not answered since, Master Inbox moves the thread to the Nurture...

PlusVibe
Follow-up and nurture

Enroll Not now replies in an Instantly nurture subsequence

When a reply is labeled Not now, Master Inbox adds the lead to an Instantly nurture subsequence and sets a 90-day reminder, so not right now becomes...

Instantly
Follow-up and nurture

Send reach out next quarter replies to a Smartlead subsequence

When a prospect asks you to come back later and the reply is labeled Future, Master Inbox moves them into a Smartlead follow-up subsequence timed for...

Smartlead
Follow-up and nurture

Add positive leads who went quiet to a QuickMail follow-up campaign

Five days after your team answers an interested lead, if there is still no reply, Master Inbox adds the lead to a QuickMail follow-up campaign and...

QuickMail
Follow-up and nurture

Set a 14-day reminder when a reply is out of office

When AI labels a reply Out of office, Master Inbox sets a reminder for 14 days later, so the lead comes back when the prospect is likely to be at...

Follow-up and nurture

Pause Smartlead for out-of-office leads and set a return reminder

When a reply is labeled Out of office, Master Inbox pauses the lead in Smartlead and sets a 14-day reminder, so cold steps do not pile up in an empty...

Smartlead
Follow-up and nurture

Resume the Smartlead campaign when an out-of-office reminder is due

When the 14-day reminder on an out-of-office lead falls due, Master Inbox resumes the lead in Smartlead and removes the Out of office

Smartlead
Follow-up and nurture

Restart out-of-office leads later with a Smartlead OOO subsequence

When a reply is labeled Out of office, Master Inbox moves the lead into a Smartlead OOO subsequence that waits two weeks and then picks the...

Smartlead
Follow-up and nurture

Start an instant reply sequence for positive replies that arrive on weekends

When a reply is labeled positive on a Saturday or Sunday, Master Inbox adds the label that enrolls the lead in your weekend sequence, so they hear...

Follow-up and nurture

Start the right follow-up sequence for each campaign's positive replies

When a positive reply comes from a campaign about one offer, Master Inbox adds that offer's sequence label, so each lead gets the follow-up that...

Follow-up and nurture

Set a reminder when a rep opens a hot reply but does not answer it

When an interested reply is opened in Master Inbox and the prospect still has the last word, a two-hour reminder is set, so read but unanswered...

Follow-up and nurture

Bring a thread back to the top of the inbox when its reminder is due

When a follow-up reminder falls due, Master Inbox marks the thread unread and moves it to a Follow up today list, so reps start the day with what...

Follow-up and nurture

Check in 2 days after sending pricing if the prospect goes quiet

Two days after your team answers a Pricing or Information request, if the prospect has not replied, Master Inbox labels the thread Check in and pings...

Slack
Follow-up and nurture

Add a lead to an Instantly nurture campaign when a rep moves them to Nurture

When a rep moves a thread to the Nurture list, Master Inbox adds the lead to your Instantly nurture campaign, so nurture starts with one

Instantly
Follow-up and nurture

Stop the Instantly nurture campaign when a lead leaves the Nurture list

When a rep takes a lead out of the Nurture list, Master Inbox removes them from the Instantly nurture campaign, so the drip stops the moment the lead...

Instantly

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