If you’re sending a pile of follow-up emails by hand, you’re wasting time. Whether you’re chasing leads, nudging customers, or just trying to get a reply, automating those follow-ups is a no-brainer. This guide is for anyone who wants to set up real, actually-useful follow-up emails in Floqer—without getting lost in a maze of settings or falling for the “set it and forget it” myth. You’ll get step-by-step instructions, honest advice, and a heads-up on what’s worth your effort (and what isn’t).
Why Automate Follow-Ups in Floqer?
Let’s be real: most people don’t reply to the first email. If you’re not following up, you’re leaving money, connections, or opportunities on the table. Automating follow-ups with Floqer lets you:
- Save hours—No more copy-paste hell.
- Catch more responses—Second (or third) nudges work.
- Stay organized—No forgotten threads.
- Avoid awkwardness—No “Oops, sorry I forgot!” emails.
But don’t expect automation to magically solve everything. Bad emails sent automatically are still just…bad emails. The key is to set up a system that’s personal enough to not feel like spam, but efficient enough to not drive you nuts.
Step 1: Get Clear on Your Workflow
Before you touch Floqer, sketch out what you actually want to automate. Here’s what’s worth thinking through:
- Who are you following up with? (Leads, customers, partners, candidates, etc.)
- What action do you want? (Reply, click a link, fill a form, schedule a call.)
- How many follow-ups make sense? (Usually 1-3 is enough. More, and you risk being annoying.)
- How long between emails? (1-3 days is common. Longer for colder leads.)
- Do you need to stop follow-ups if they reply? (Yes. Always.)
Pro tip: Don’t try to automate everything at once. Pick one process (like lead follow-ups) and nail that before you go wild.
Step 2: Prep Your Email Content
Floqer doesn’t write your emails for you (and honestly, you shouldn’t want it to). Have these ready:
- Initial outreach email—The one that starts the conversation.
- Follow-up #1—A gentle nudge (“Just checking in…”).
- Follow-up #2 (optional)—A bit more direct, maybe offering value or asking if you should close the loop.
- Closure email (optional)—A polite “I’ll stop bothering you” message.
Keep it short and human: - Skip the fluff. No one wants a novel. - Use merge tags for names and details, but don’t overdo it. “Hey {{first_name}}” is plenty. - Avoid guilt trips or desperation (“I haven’t heard back, is everything okay?”—don’t be that person).
What to ignore: Don’t waste time crafting 10 follow-ups. Two or three is enough. If they’re not interested, move on.
Step 3: Set Up a Sequence in Floqer
Now, the nuts and bolts. Floqer calls these “Sequences,” and they’re the core of its automation.
- Log in and go to Sequences
- In Floqer’s dashboard, find the “Sequences” tab.
- Create a new sequence
- Name it something obvious, like “Lead Follow-Up May 2024.”
- Add your emails
- For each step, paste in your email content.
- Set the delay (e.g., send follow-up #1 two days after the first email).
- Personalize
- Use Floqer’s merge fields for names, company, etc. Don’t get carried away; keep it natural.
- Set stop conditions
- Make sure Floqer will stop the sequence if someone replies (or clicks, if that’s your trigger).
- Test it
- Send a test to yourself or a coworker. Check for weird formatting, broken links, or embarrassing mistakes.
What works: Short sequences, clear stop rules, and personal touches. What doesn’t: Overly complex branching logic. You’re not building NASA software—start simple.
Step 4: Import or Add Recipients
You’ve got your sequence—now you need people to send it to.
- Manual add: For small batches, add contacts one by one.
- CSV import: Floqer lets you upload a spreadsheet. Double-check your columns (first name, email, company, whatever you need).
- CRM integration: If you use a CRM that plays nice with Floqer, connect it now. But honestly, CSV is fine for most people.
Heads up: Clean your list. Bad or old emails will hurt your deliverability. If in doubt, prune ruthlessly.
Step 5: Launch and Monitor
Ready to let it rip? Here’s what to do:
- Start the sequence
- Hit “Start” or “Activate” (Floqer’s wording might differ, but it’ll be obvious).
- Watch what happens
- Floqer shows opens, clicks, replies, and bounces. Don’t obsess over every stat, but check in daily at first.
- Reply like a human
- When someone does respond, jump in manually. That’s the point—you’re automating the grunt work, not the conversation.
What works: Fast, friendly replies. People can smell canned responses a mile away. What doesn’t: Ignoring replies because “it’s automated now.” Automation gets you to the reply, not through the deal.
Step 6: Tweak, Don’t Overthink
No automation is perfect out of the box. After a week or two, look at:
- Response rates—Are people replying? If not, tweak your subject lines or first sentence.
- Timing—Are your follow-ups too close together? Too far apart?
- Email content—Is it too generic? Too pushy? Ask a coworker to give it a gut check.
Ignore: Vanity metrics like open rates. Focus on replies and actual conversations.
Common Gotchas and How to Dodge Them
- Spam Traps: Sending too many emails at once, or to a bad list, gets you flagged. Warm up your sending, and avoid sketchy lists.
- Over-automation: If your sequence is too robotic or too long, people will tune you out—or worse, mark you as spam.
- Not stopping on reply: Always set up “stop on reply.” Nothing kills a deal faster than an auto-follow-up after a real conversation starts.
- Generic content: If your emails sound like everyone else’s, expect the same (lack of) results.
Pro tip: If you’re not sure whether an email sounds spammy, read it out loud. If it makes you cringe, rewrite it.
Quick Checklist Before You Hit Send
- [ ] Emails are short, clear, and sound like you.
- [ ] Merge fields work (test with sample data).
- [ ] Stop rules are set up.
- [ ] List is clean (no obvious spam traps).
- [ ] You’ve tested the whole sequence.
Keep It Simple, Iterate, and Don’t Stress
Automating follow-ups in Floqer is about making your life easier, not more complicated. Start small. Get one sequence working smoothly. Pay attention to replies, not just reports. Don’t be afraid to tweak or scrap what isn’t working.
And remember: The best “automation” is the one you actually use—so keep it simple, stay human, and don’t let the tool get in the way of real conversations.