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Add Follow-Up Messages in an Automation

Learn how to build follow-up message sequences after a connection request is accepted.

Terence Cassidy avatar
Written by Terence Cassidy
Updated over a month ago

πŸ—οΈ Follow-up messages are essential for generating responses, as most replies occur after several touchpoints. Users can build multi-step follow-up journeys using waits, messages and attachments.

⚠️ Important: If a recipient replies at any stage, the automation should stop further follow-up messages.

Add a Follow-Up After the Connection Is Accepted

  1. Go to the Accepted + No Reply outcome.

  2. Click Add Step, then select Wait to delay the next action.

  3. Add a Message step and personalise the text using tags such as name or company.


Build Multi-Step Journeys

  1. Add additional Wait steps between follow-ups to avoid rapid messaging.

  2. Include documents such as job descriptions or PDFs when relevant.

  3. Insert URL links to external pages such as job listings or company information.

  4. Continue building as many follow-up steps as needed, typically between 3–7 messages.


Handling Replies

  1. Leave the Accepted + Replied outcome blank to avoid automated responses.

  2. Allow consultants to manually take over communication after the reply.


πŸ’‘ Best Practices

  • Space messages by at least one day to avoid appearing intrusive.

  • Keep follow-ups short, clear and value-driven.

  • Avoid messaging for more than 6 months unless strategically intended.


πŸ€” FAQs


Q1: What if the system sends a follow-up even after someone replies?
Answer: This may occur occasionally due to automation timing. Support should review activity logs to confirm the sequence.

Q2: How many follow-ups are recommended?
Answer: Most users send between three and seven follow-ups depending on campaign length.

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