Restart follow-ups

Automatic follow-ups stop when a parent answers. When the conversation goes quiet again, restart them from where they stopped or from day 0.

A deal from a form or a landing page gets automatic follow-ups: a planned series of calls, texts and emails over its first week, each put on the owner's list when it is due. They stop on their own when the parent replies, when someone reaches them on a call, when they enquire again, or when a tour is booked. You can also stop them yourself.

Where to see them

Open the deal. Details → Contact has a Follow-ups row with the state in words, for example:

  • Running, with the next one ("Next: day 3 text, Thu 9:00 AM") and a Stop button.
  • Stopped — Maya replied, with when, and Restart when a restart is possible.
  • Finished, with how many went out.
  • Off · added at the desk: deals you add by hand get no follow-ups.

When Monody asks

If your last message went unanswered for a few working days, the deal's Next card reads Went quiet · restart follow-ups?, with the message it is about. Press Not now to be asked again in a few working days.

Steps

  1. Press Restart, on the Next card or on the Follow-ups row.
  2. Under Where they start, choose Pick up where they stopped (it names the next one) or Start again from day 0.
  3. Read the line under it: when the first one is due, and whose list it lands on.
  4. Press Restart follow-ups.

The conversation shows a line where they restarted, and the next touch appears on the Follow-ups row.

When a restart isn't offered

  • The deal was added at the desk, has a tour booked (the tour reminders run instead), joined, or is closed.
  • They asked not to be contacted, or are flagged as hostile.
  • The last follow-up task is still open on someone's list. Finish it first.
  • The Lead follow-up cadence automation is off. An owner turns it on in Marketing → Automations.
  • A conversation that needs a person is never nudged: Monody does not ask while one is open.

A question these pages do not answer? Write to support@monody.app.