A Follow-Up Nudge Automation functions as a reminder that encourages contacts to reply or take a desired action. This Automation can be leveraged to re-engage contacts, boost interaction with your texting service, and reduce agent workload.
For example, your sales team could automate a Follow-Up Nudge to send to prospective customers who haven’t responded yet to previous messages. Ideally, the follow-up message will prompt the customer to respond or take action.
Let’s look at how to set this Automation up on the Textline platform.
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">1</div><p class="step-text" id="step1">In the Automations window, click New Automation.</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">2</div><p class="step-text" id="step2">Select Build From Scratch. </p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">3</div><p class="step-text" id="step3">Name your Automation. </p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">4</div><p class="step-text" id="step4">Select the Timer Automation Type.</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">5</div><p class="step-text" id="step5">Customize your Timer Condition.</p></div>
<p style="padding-left: 32px">For a Follow-Up Nudge, select Conversation is/has been from the first drop down option and waiting for a contact response for in the second drop-down. Then, select the amount of time that should elapse between an initial message and the Follow-Up Nudge.</p>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">6</div><p class="step-text" id="step6">Add any other conditions you want met.</p></div>
<p style="padding-left: 32px">Conditions are rules that trigger or prevent the Automation from firing. If you only want the Follow-Up Nudge to send in certain scenarios, select Message body must exactly match and type the exact message your agent previously sent. </p>
.webp)
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">7</div><p class="step-text" id="step7">Click Add Action and select Send a message. Then, type your follow-up message.</p></div>
<p style="padding-left: 32px">You can also check any or all of the three boxes below the message. To learn more about what these options mean, take a look at our Send a message help page.</p>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">8</div><p class="step-text" id="step8">Review your conditions and proofread your message.</p></div>
<p style="padding-left: 32px">You can also choose to save your Automation as a template for future use. </p>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering">9</div><p class="step-text" id="step9">Finally, click Create Automation to start encouraging your customers to take action.</p></div>
Need some follow-up message ideas to get started? Here are some customizable templates for your business.
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">1</div><p>Hi there! We haven't heard from you in [X] days. Are you still interested in booking an appointment with [Business]?</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">2</div><p>Hi [Name]! Just checking in. Can you please confirm your appointment on [Date] at [Time]?</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">3</div><p>Hey [Name]! It’s been a while! Are you still interested in coming to the [Event] on [Date]?</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">4</div><p>Hi [Name]! It’s [Agent] from [Business]. I’m following up on my previous text about [XYZ]. Do you have any updates or questions for me?</p></div>
<div class="recipe-numbering-wrapper"><div class="recipe-numbering-step">5</div><p>Hi [Name]. Have you had a chance to think about [XYZ] yet? Let me know if I can help in any way!</p></div>
With Textline, automating follow-up messages is a breeze. Try Textline to see it in action.
