Follow-Ups & Nudges
Follow-ups and nudges keep prospects from going cold. Today you can send a nudge by hand from any contact’s page. Automatic follow-ups and nudges are on the way.
Coming soon: automatic follow-ups and automatic contact nudges haven’t launched yet. The Follow-ups and Contact Nudges switches may already appear in Settings > General; treat them as an unsupported preview until launch. Until then, use Send Nudge on a contact’s page.
Send a nudge manually
- Connect your email in Settings > Integrations if you haven’t already. See Email.
- Open Contacts and select the prospect.
- Click Send Nudge.
- Choose a Nudge type, write your Message, and click Send.
The nudge goes out by email from your connected account.
Requirements
- Starter plan or higher
- A connected email account (Gmail, Microsoft 365, or SMTP)
- The contact must have an email address. WhatsApp and SMS nudges are coming soon.
Nudge types
| Type | Use it when | Plan |
|---|---|---|
| Check-in (idle prospect) | A prospect showed interest but stopped replying | Starter+ |
| Showing reminder | A prospect has a showing coming up | Starter+ |
| Post-showing follow-up | You want feedback after a showing | Pro+ |
| Prescreening incomplete | A prospect started pre-screening but didn’t finish | Pro+ |
| Scheduled — no reply | A scheduled contact hasn’t written back | Pro+ |
| Emailed — no reply | You emailed a prospect and heard nothing | Pro+ |
| Blast submission — no reply | A prospect submitted your blast form and is waiting on you | Pro+ |
| Re-engage | A prospect has been inactive for a long time | Pro+ |
What’s coming
When automatic follow-ups and nudges launch, you’ll be able to:
- Follow up automatically when a prospect hasn’t replied, with a delay and message count you choose
- Turn each nudge type on or off and set how long to wait before it sends
- Get a Follow-up due email before an automatic follow-up goes out
We’ll announce the launch in the Changelog.
Related
- Contacts: where the Send Nudge button lives.
- Email: connect the account nudges are sent from.
- Rental Workflow Guide: where follow-ups fit in the prospect flow.