Re-engage
Follow-up that starts itself and knows when to stop
A sequence is a list of emails, texts and waits. It starts on a form, a date, a file or a status from your CRM, and stops the moment someone completes or opts out.
Re-engage
A sequence is a list of emails, texts and waits. It starts on a form, a date, a file or a status from your CRM, and stops the moment someone completes or opts out.
A form sent, an application left unfinished, a file imported, a renewal date coming up, a referral, or a status from your CRM.
Completed, converted, opted out or marked do not contact. Every send step checks again before anything goes.
The whole sequence is shown as it will go out, with the day each message is sent. An expired offer is seen and swapped in place.
How many emails and texts are due in the next day, week and fortnight, so you can check the wording before it goes.
An applicant leaves a secured-loan form unfinished. After an hour the sequence sends a text with a link back to where they stopped. Two days later, an email. On day five, the offer of a call.
If they finish the form at any point, the sequence stops and nothing more is sent.
Step three of a running sequence mentions an offer that ends this week. The queue shows 36 emails due in the next 24 hours and 148 in all.
You open the step, swap the email for the new one and save. Everyone still to reach that step gets the new wording.
Each sequence shows where people move on and where they stop. Ask, and AI reads those figures and the wording of your messages and suggests what to change next.
Step by step: how many people reached it, opened, clicked, replied, applied and became customers, and why the rest left.
AI proposes one to three changes with its reasons: a clearer subject line, a shorter wait, a different channel. Nothing about any person is sent to it.
Version B of that step runs beside the original for a share of new people. Nothing starts until you press Start.
Neither version is called ahead until both have reached 200 people. Keep the winner, and the sequence keeps its history of refinements.
Fourteen days with your own data. No card needed.
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