Automated Follow-up
Reminders sent, nudges timed, quiet leads won back.
A proposal opened twice and not answered. A voucher still missing five days out. A traveller home for a week with no feedback asked for. Automated Follow-up sends the message you would have sent, at the moment you would have sent it.
Automated Follow-up overview
A traveller who has opened the proposal and gone quiet gets a short check-in, timed from when they last looked.
Vouchers, pickup details and ground contacts are chased from suppliers as departure gets close, with reminders escalating.
A thank-you, a request for feedback and a review ask go out on schedule. The thread stays open until anything raised is resolved.
How it runs
Days since the proposal was opened, days to departure, days since return.
From your templates, with the trip’s details filled in, on the channel the traveller uses.
The message goes out and appears on the thread as a step.
Whatever comes back lands on the thread, flagged if it needs a decision.
Where a person steps in
A reply that asks for a change, raises a complaint or needs a judgement is flagged to you with the context. Follow-up sends the reminder; it does not negotiate.
Autopilot runs the stages. You take the decisions. Start free on Showcase, and switch it on when you are ready.
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