Nurture connections with Follow-upsUpdated 2 months ago

The Follow-up section empowers you to maintain meaningful connections with personalised communication workflows. You can create template-based follow-up messages that automatically send when someone saves your card, helping you capitalise on new connections without manual effort.

Curate custom follow-up sequences with our intuitive template editor, where you can:

• Personalise messages with dynamic fields that automatically insert recipient details
• Schedule precise timing intervals (immediate, 24 hours, 3 days, 1 week, etc.)
• Insert your profile link to invite your connection back to see more, or book an appointment.
• Insert external links to your website, or even to a freebie or giveaway like a PDF.
• Insert bullets to guide the eye to your CTA / link.
• Use strikethrough, underline and bold formatting options to emphasise discounts and incentives.

The live preview on the right hand side shows your exactly how your connection will receive your message.

Still like to see more detail? Select "Test email" to send yourself a test.