Difference between continue follow-up and restart follow-up [for your leads]

Look at the video below which explains the difference between continue follow-up and restart follow-up for your leads.

Continue Followup

Assistant stops sending any further messages to the lead after one of the below happens:

1. a response is received from the lead
2. all the messages are sent out as per the sequence for the lead

You may need to continue follow-up for situation 1 above. Or may have added more followup messages to the sequence and in that case may need to send the remaining messages from the sequence to the lead.

Continue Followup action helps you to let the follow-ups be continued from where it stopped.

You can do it for one lead at a time or for multiple. Lets look at the steps below for multiple leads.

Step-1

Go to ‘Leads’ and filter by the Processed state. Click on ‘Apply’.

All the leads in the processed state will show up.

Step-2

Select all the leads. To select all leads at once click on ‘Select all ‘n’ leads’.

Step-3

Go to ‘More Actions’ and select ‘Continue Followup’.

A message for continued follow-up will show up.

Step-4

Write the note to save, select the date and time for the messages to continue. The the number of leads for confirmation and click on ‘Yes’.

Note: All the selected leads will be continued as per the sequence and the next message in the sequence for that lead.

Restart Followup

Restart Followup will start sending the messages for the restarted leads from the first message in the sequence. This action is useful if you want to restart followup for certain leads on a different sequence.

Step-5

Go to ‘Leads’ and filter by Processed state. You can use other filters as required.

Step-6

Click on ‘Apply’.

All the leads in the processed state will show up.

Step-7

Select all the leads. To select all leads at once click on ‘Select all ‘n’ leads’.

Step-8

Click on ‘Restart Followup’.

A message for Restart follow-up will show up.

You can also edit the sequence or assign leads to other assistants.

Step-9

Click on ‘Restart’.

As you will click on restart all of them will start receiving new messages as per the given sequence.

Skipped to Restart

Some leads even if they are part of the restart leads list are skipped or not restarted because they may have been UnSubscribed or Deactivated(Invalid leads) with below sub-states:

List of Sub-States which are considered as Invalid leads for the DeActivated leads:

• InvalidEmail (Email was identified as Invalid when checked against the email validation solutions like debounce, zerobounce)
• BounceDeactivated (We received a bounce notification after an email was sent)
• BounceRisk (Email was identified as risky to send when checked against the email validation solutions like debounce, zerobounce)
• CannotDetermine (We received a bounce notification after an email was sent, it did not contain enough information to know the reason)
• ServerUnReachable (Email validation solutions like debounce, zerobounce, was not able to reach the email server for the provided email)
• SpamTrap (Is a Spam Trap so not a valid email)
• Disposable (Is a disposable email, so not considered valid)
• Retired (Received a notificaiton that the person has retired)
• MovedOut (Received a notificaiton that the person has moved out of the company)
• ReferredSomeone (Received a notificaiton that the person possibly retired and then referred someone else)

If you have any further doubts you can directly mail us at info@7targets.com.