Leads, forms and bookings

How do I send automatic follow-up emails to new leads?

Checked against the product · For Launch, Growth, Pro

Turn on Follow-ups. The suggested flow sends four emails: an Instant thank-you right away, a 24-hour follow-up, a 48-hour booking nudge (with your booking link, or asking them to reply with a couple of times) and a 5-day last check-in.

You can change each email’s name, timing, subject and words, tap “Send me a test”, and choose who gets them: every new lead, contact form only, or AOS chat only. “Let AOS personalize this one” rewrites the thank-you to fit what they asked, for 1 credit each. The law requires a mailing address in the footer, so add one first; a PO box works.

Follow-ups start with your next new lead. Each flow can have up to 4 emails on Launch, 6 on Growth and 8 on Pro. They’re email only; texts come with the AI Receptionist.

Step by step

  1. Open Follow-ups.
  2. Check the four emails and change any words or timing.
  3. Under Settings, pick who gets them and add your mailing address.
  4. Tap Save changes.
  5. Tap Turn on follow-ups.

Open Follow-upsOpens in your AOS Sites dashboard

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