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How to schedule a follow-up task
How to schedule a follow-up task

How to effectively schedule a follow-up task

Anil Vithani avatar
Written by Anil Vithani
Updated over a year ago


What is a follow-up task?

With this option available while composing an email, you can effortlessly set reminders to follow up with contacts who haven't responded within a specified time frame. This comprehensive guide will walk you through the process of scheduling follow-up tasks, guaranteeing a 100% follow-up rate and seamless communication with your contacts.


Accessing Follow-Up Task Scheduling

1. Log in to your SuperReach account.

  • Compose an email to a contact or select an existing draft.

2. Enabling Follow-Up Task Scheduling

  • At the bottom of the email text box, you'll find a toggle labelled 'Schedule Follow-Up Task.'

  • Turn on the toggle to access the follow-up task scheduling options.


Key Features of SuperReach's Follow-up Tasks

Setting Follow-Up Time Frame

  • Select the number of days after which you want the follow-up task to be triggered if the contact doesn't reply.

  • For example, you can choose to follow up after 3 days if there is no response.

Choose the Follow-Up Action

  • Once the time frame is set, you'll be prompted to select the follow-up action. Two options are available:

    • Remind to Follow Up: This option will add a task to your daily task reminder, reminding you to manually follow up with the contact.

    • Enrol in Sequence: Alternatively, you can choose to enrol the contact in a predefined email sequence for automated follow-up.

  • Go ahead and send your email with the guarantee of a follow-up!

Whether you choose to set reminders or enrol contacts in sequences, this feature guarantees that no follow-up falls through the cracks. Start scheduling follow-up tasks today and elevate your communication game. Happy reaching!

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