Email Center Pro Tip: Follow-up Emails

Email Center Pro does a great job of helping your team get to “Inbox Zero,” especially since conversations are auto-archived after you’ve dealt with them (by default, but this setting can be changed).  Most of our users are big fans of this strategy, as conversations only hang around in the inbox when they need attention, and otherwise they’re tucked away safely in the archive.  When a customer responds, the whole thread comes right back into the inbox, ready for your next move.  The reality for many organizations is that the conversation isn’t always so back and forth – for example you’ve sent a quote but haven’t heard back… you want to give people a bit of time to make their decision, but you also want to make sure not to lose track of these leads.
Follow-up Saved Search

Thankfully, with Email Center Pro’s saved searches feature, you’ll never lose track of another promising lead again.  I put together an example search (pictured) that will help your team keep tabs on these contacts.  When responding to a message to which you want to ensure some follow-up, add a simple tag such as “follow up.”  Then you can set up a saved search with the following 2 rules:

  • Tag is “follow up” (or any other tag/tags you wish to use for this purpose).
  • Action Date is older than 1 week (or your preferred follow-up window) – you could also specify Message Date as the criterion. The distinction is that internal activity such as adding a note, etc. will update the Action Date, whereas the Message Date is determined by the most recent message.

That’s it! Email Center Pro will track these threads for you and present you with a list of applicable conversations when the time comes to contact the lead again.  You can even set up alerts or an RSS feed based on this saved search and have the results delivered directly to your email or feed reader when there’s a conversation that needs some follow up.

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