When follow up email is turned on, both the new lead and the Popl user receive an introductory email after connecting.

You can customize this intro message anytime from your Popl Dashboard to match your tone and goals.

You can toggle the follow up email on or off in the settings of the mobile Popl app.

You cannot edit the follow up email in the mobile app, only the dashboard.

Easily customize the timing and tone of your follow up emails - adjust the cadence to fit your workflow and keep leads engaged your way.

By default, the email is sent immediately upon lead capture without delay.

You can choose if you'd like to send the follow up email upon connection, or set a scheduled delay. You can set it by hours and/or minutes.

When turned on, the follow up email will be sent to each new lead as well as the Popl user's email. Choose to add Cc or Bcc recipients.

The email will be sent to any added recipients each time a new connection is made.

A default message is provided to get you started. You can customize the wording to match your business tone or personal style.*

Feel free to add or remove variables to personalize your message.

Available variables include:

Tailor the message to make every follow up feel personal and impactful.

You can include attachments in your follow-up emails.

Attachments are a great way to provide extra value, like PDFs, brochures, or custom content.

To add an attachment:

After customizing your follow up email, you can preview it on the right side of the screen to see how it will look.

Want to see it in action? Click Send test email at the bottom of the editing screen to send a sample to your inbox and make sure everything looks just right.