How can I schedule Follow-Ups with my customers?

StickyBid Professional (and higher) offers the ability to schedule email and text messages to automatically follow up with customers to keep your estimates at the front of mind.

Click on Settings in the sidebar and then on Company Settings / Follow-ups to navigate to the Follow-ups page.

How do I create a Follow-Up?

From the Follow-Ups page, click the “New Follow-Up” button in the top right corner. This will open a dialog where you can set the Follow-Up’s details. The options you have to choose from are as follows:

Document Type

Select whether this Follow-Up is for an Estimate or for an Invoice. Hereafter, we will use the term Document to refer to whichever of Estimate or Invoice that was selected at this stage.

Send Follow-Up if Document has been…

Select the initial condition for the Follow-Up: Sent or Viewed. This option will determine whether the Follow-Up will be scheduled for documents that have been sent to the customer but not yet viewed or responded to, or for documents that have been viewed by the customer but not yet responded to.

But the Document has not been…

Select the sending condition for the Follow-Up: Viewed or Responded. This option will determine whether the Follow-Up will send based on if it has not yet been viewed or responded to, or if it has been viewed but not yet responded to.

Send after…

The time period that needs to elapse between the initial and the sending condition to trigger the Follow-Up. Select from our recommended durations or enter a custom duration.

“Subject” is the subject line of the email while “Message” is the body of the email and, if applicable, the contents of the text message as well.

Here are some examples:

Example 1. Estimate – Sent – Viewed – 2 Days. This Follow-Up is for Estimates that have been sent and not viewed after 2 days.

Example 2. Invoice – Viewed – Responded – 3 Days. This Follow-Up is for Invoices that have been viewed and not responded to after 3 days.

How do I toggle Follow-ups for all documents?

On the Follow-ups page (Settings / Company Settings / Follow-ups), you will see each row has two checkbox columns. One labeled “Active” and another labeled “SMS”. If “Active” is checked, any new or existing documents of the appropriate type that match the initial condition will have that Follow-Up scheduled to send by email by default. If “SMS” is checked (only available if “Active” is checked) then the Follow-Up will send by text message as well.

How do I delete a Follow-Up?

On the Follow-Ups page (Settings / Company Settings / Follow-Ups), click the three dots icon on the right side of the Follow-Up you would like to delete. From the dropdown, select “Delete” and confirm in the dialog. This will remove the Follow-Up from your settings and cancel any scheduled sends that have not yet been triggered.

How do I edit a Follow-Up?

Click on a Follow-Up from the Follow-Ups page (Settings / Company Settings / Follow-ups) to open the Edit Follow-Up dialog. Here you can change any of the details you set earlier How to Create a Follow-Up. Edits will apply to all existing and new documents that match the Follow-Up details.

How do I toggle Follow-Ups for a single document?

Follow-Ups for an individual Document can be found on the right side of the black header bar of the Document. Click on the “Follow-Ups (x)” button to open the Follow-Ups dialog.

As for Toggling Follow-ups for all Documents, you will have the option to toggle “Active” and “SMS” for each Follow-Up that applies to this document. “Active” determines whether or not the email Follow-Up will send while “SMS” determines whether or not the text message sends. “Active” must be checked for “SMS” to be available.

Follow-ups in this dialog also have a Status column. This column shows whether or not the Follow-Up has been sent to the customer.

What Happens When a Follow-Up is Sent?

Follow-Up activity can be tracked in the Dashboard and also on the estimate directly. Once a Follow-Up has been sent, it cannot be edited.