I've got a funny use-case for a client I'm volunteering on.
They're dealing with some legacy folks who work in Excel. Every week they send out an email to a series of people with an Excel sheet attached. Then they ask for it back. If they don't get it back within X days they want to follow up.
Right now I'm automating the sends by using Zapier to "watch" for a Google Drive file, perform a lookup based on the name, and send the email. It's awkward, but it works! The trouble comes on the follow-up side.
Strangely Gmail doesn't have a "reply" Zapier function. This feels like a job reply.io or hubspot could certainly handle, but I wonder if it's overkill.
How do you think about automating follow-up emails?
Hi, I have developed a product that does the automation of sending follow-ups for me. The product is fully developed now. Now I am working on the UI/UX, marketing and other things. Also, we are actively looking for new users to test out our product. I can set up a free account for you if you want.
This is actually a challenge with a lot of drip email services. I use Customer.io, and it can get someone out of a drip campaign if they open a message or click a link in a message—but it can't watch for replies, and so can't stop a campaign if someone replies.
So instead I've used Front, after starting to use it for customer support emails. It syncs with your email account and can watch for replies, and so could be perfect for this setup. Basically, you'd add your inbox to Front, create a new Sequence, add all the contacts who should get the email, write the first email with the spreadsheet, and then add a second email to the sequence. By default, the second email will show at the top "Followup in 2 days if no reply"—set that to the number of days you want to wait. That will then only send the followup email to the people who haven't replied yet. You can't start a Front sequence from Zapier, so it'd always be a bit manual in getting the initial email sent, but the followups would be automated.
Zapier does now have a Gmail Reply to Email action, so I think you could build this full workflow in Zapier though it'd be a bit tedious. I think basically you'd have to have one Zap that watched Gmail for new emails, and listed them in a Google Sheets sheet (or a Zapier Storage database) with their sender email, subject, email ID, and more. Then you'd have another Zap that has a say Google Sheets trigger to watch for new entries in a contact sheet to send emails, a Gmail action to send the first email, a delay to wait to send the followup, then a Google Sheets search action to check the first Zap's spreadsheet to see if the recipient had replied yet, and if not have a final action to send the followup email. You could maybe simplify this with a Gmail Find action instead of the spreadsheet log.
On a far more manual way, I've done stuff like this with Superhuman more than fully automating it. Typically the flow there is I'll email someone, then set a "remind me" for several days later, and Superhuman will put the original email back in my inbox on that date unless the recipient replies first. And now, Gmail itself has something similar built-in with its "Snooze email" feature. But that's better for one-on-one emails, not sending emails to a list of folks.
Hi @ezramechaber 👋 Rebump is an easy-to-use tool that integrates nicely in your Gmail.
You can create different sequences and add multiple bumps with custom follow-up dates and variables.
I've used for some months now and worth the value for sure. You can check it out here: https://www.rebump.cc
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