Creating a follow-up

Here's an overview video:

https://www.loom.com/share/808dc2ea93604def958994348d3d3889

Here are steps that you can follow 😀

1. Choose 'Follow Up' from the Messaging menu on the left

2. Click the green 'Create New Follow Up' button

3. Enter details: Follow Up Name and List

4. Leave messages off or use the toggle to turn messages on

5. If messages are turned on, choose message details: when to send the follow up message, along with the message

6. Click the green 'Save changes' button to create a new follow up

Editing a follow-up

Here's an overview video of how you can edit a follow-up:

https://www.loom.com/share/4af0ad83be8343ab8fb6639f88aba296

Here are the steps you can follow 😀

1. Choose 'Follow Up' from the Messaging menu on the left

2. Find the follow up you'd like to edit

3. Click the button with the 3 dots to show more options

4. Click 'Edit'

5. Make desired changes

6. Click the green 'Save changes' button to edit a follow-up

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