Automatic follow ups

Automatic follow ups is a Missive rules template designed for sales teams that want to automatically follow up with their leads and prospects. With this rule, you'll be able to trigger a sequence of emails that will send on your behalf.

When enabled:

• The rule will allow you to automatically schedule a set of follow-up emails after you’ve sent an email that contains a specific set of keyword.

Here’s how it works:

• You need a consistent keyword or phrase in your trigger email

• You need a pre-determined sender

• You need to create a canned response for each follow-up email

• You need to create a label for easier tracking

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Outgoing email rule: Automatic follow ups

This rule is meant to help you follow up with prospective leads and prospects automatically, while ensuring the follow ups stop once a reply has been received.

Add to Misisve

There are 6 conditions and 4 actions to make this rule work.

1

It only looks at emails sent from a specific address and specific team (Optional, depending on your use case).

2

And it will only trigger for emails that contain your pre-determined trigger phrase in the body, for example “Here is the quote you requested.”

3

The rule explicitly excludes the follow-up emails as possible triggers using pre-determined phrases and keywords in the body of those emails.

Note: This is critical to making a perfect follow-up rule. It prevents any possibility of a feedback loop where any outgoing email would trigger the same outgoing rule over and over because the conditions are too permissive.

4

Once the conditions are met, the rule will schedule the selected canned response to send.

5

The template has follow-ups being sent 1, 3, and 7 days after the initial email. If a new reply is received in the conversation where the rule triggered, the remaining scheduled drafts are discarded automatically.

For example: If the customer replies on the 4th day, the 1st and 2nd auto follow-up will be sent but the 3rd one will be discarded.

6

To make tracking easier while a deal is in progress, a label is added to the conversation.

Component	Value
Condition 1	From is → Set the sender(s)
Condition 2	Team is → Set the team(s)
Condition 3	Message content contains → Set the key phrase from the trigger email
Condition 4-6	Message content does not contain → Set the key phrase(s) from the follow-up emails
Action 1-3	Schedule auto follow-up → Pick a response + Set Send after
Action 4	Add label(s) → Set a label(s)

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Triggering via API

You can trigger this rule from external systems (websites, CRMs, etc.) by sending the initial email via the Missive REST API.

When you send an email via API with send: true, outgoing rules run automatically. Include your trigger phrase in the email body to start the follow-up sequence.

See Automated email sequences in the API documentation for implementation details.