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Add, reorder or remove follow-up messages

The stage messages are arranged in their processing order.

Before you start

  • An existing pipeline available to your account.

Step by step

  1. Open the desired stage in Auto follow-up.

  2. Click + Message to add a step and enter its text.

  3. Use Up and Down arrows to reorder steps.

  4. Use the trash icon to remove a message that should not be sent.

  5. Review the delay between messages and click Save in follow-up settings.

Check your result

The stage messages are arranged in their processing order.

What you need to know

  • Each stage keeps between 1 and 10 messages.
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