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Follow Up Email

Automatically send a follow up email upon making a new connection.

Updated this week

When Follow Up Email is turned on, an introductory email will be sent to both the new lead and the Popl user after they connect. You can edit the email intro to be sent via your Popl dashboard.

If Follow Up Email is turned off, the new lead will be the only one to receive an email that will contain the Popl user’s digital business card info.

You can add attachments to Follow Up Emails, either via a template or within a member’s profile.

To add an attachment navigate to the Follow-Up Email tab, click "Add attachment" or drag and drop your file, and click the "Update" button to save.

You can schedule a time delay for Follow-up Emails. Set the amount of time between capturing a lead and sending the follow-up email. By default, the email is sent immediately upon lead capture without delay.

  • This can be set in individual profiles, templates, and campaigns.

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