How to add follow-ups to an email

Learn how to add follow-up emails that send automatically after the first one.

Overview

A follow-up is another email in the same series. The first email goes out, and each follow-up goes out after a wait you choose. A series can have up to five emails. Each email has its own tab, labeled 1st Email, 2nd Email and so on.

Follow-ups are available when your organization has them turned on, and they work with your ZoomInfo mailbox. They are not offered when the From field is set to Outreach or Salesloft. To manage a series you have already scheduled, see How to Use the AI Emailer in GTM One.

Add a follow-up

1. In the AI Emailer, finish the first email. See How to draft an email with the AI Emailer.
2. Click Add Follow-up next to the email tabs. In the narrow side panel of the Chrome extension, click the plus button instead.
3. Write the subject and body of the follow-up on its new tab.
4. In the Next step wait time field, choose 1 day, 3 days, 5 days or 7 days, or click Custom time to pick a date and time in the Schedule send for next email window.
5. To add more, click Add Follow-up again.
6. Choose when the series starts. On the 1st Email tab, open the Send at field and, under Schedule send time, choose Now, the tomorrow morning (9:00 AM) or tomorrow afternoon (2:00 PM) option, or Custom time.
7. Click Start Now to begin the series, or Start Later when you scheduled the start.

A follow-up must be at least one day after the previous email and no more than 99 days after it. The default wait is seven days.

Remove a follow-up

1. Click the tab of the follow-up.
2. Click the trash button (Delete follow-up) in the schedule field.

A message confirms "Follow-up deleted."

Switch to a mailbox that does not support follow-ups

If you change the From field to Outreach or Salesloft while you have follow-ups, the "Switch mailbox?" window warns that follow-ups are not supported by that mailbox and that switching deletes the follow-ups you drafted. Click Switch and delete follow-ups to continue or Cancel to keep them.

If you see an error

• "Connect an email account to add a follow-up" The Add Follow-up button is unavailable because no mailbox is connected. Connect one first. See How to connect an email account in the AI Emailer.
• "Your mailbox doesn't have permission to send follow-ups" The mailbox is not allowed to sync email for follow-ups. Ask your ZoomInfo admin.
• "Follow-up must be at least 1 day after the previous email" Choose a longer wait.
• "Follow-up cannot be more than 99 days" Choose a shorter wait.
• "Please complete 2nd Email: subject and body" Fill in the subject and body of the tab named in the message. The other ordinals follow the same pattern.
• "Failed to delete follow-up." The follow-up was not removed. Try again.
• "Failed to send follow-up email" or "Failed to cancel scheduled follow-up" The change did not go through. Try again.
• "Bulk follow-up emails are not supported. Please send each follow-up email separately." You tried Send all with follow-ups drafted. Send each recipient's series on its own.