FollowUpThen works with any email client (since it is just based off of email). As far as your mail server, the only limitation currently is that Microsoft Exchange must be configured to accept IMAP connections. Otherwise, connecting FollowUpThen to your mail server is just like connecting any other mail client.
Does response detection work with aliases?
Yes! To enable an alias for response detection: Go to your inbox connections page Ensure your underlying inbox is connected (where you actually receive the emails) For the alias address, mark it as an alias. If you do not see your alias address, you just need to link it to […]
How should I enter my phone number for SMS messages?
On your general settings page, under “User Settings” you will find a place to enter your mobile phone number to receive SMS messages. If you are not receiving SMS messages, the first thing is to make sure your number has been entered, and entered correctly. US-based numbers are entered exactly […]
Will SMS alerts work with my phone / mobile provider?
Customers often wonder if our SMS follow-up feature is compatible with their country and mobile carrier. We’re delighted to assure you that our service is designed to be highly inclusive, supporting numerous countries and a wide range of mobile carriers. This means that, for supported countries, you can confidently use […]
What if my recipient doesn’t CC FollowUpThen on their reply?
If you have response detection enabled, we will detect the response and automatically cancel your followup. If you do not, and the recipient doesn’t ‘reply all’, we won’t know the message has a response and so will not offer to cancel the reminder for you. You can always cancel the […]
How do I disable connected services?
Go to your settings page and erase the relevant service listed in the ‘default flags’ box. This will prevent FollowUpThen from automatically associating future followups with external services. Note: If you have existing followups that were associated with a service at the time of scheduling, this yellow warning box will […]
How do I change my plan? And how do you handle the billing?
Change or cancel your plan from your billing page. Our system automatically pro-rates based on your plan’s billing date, and the date you change your subscription plan. This ensures that any unused portion of your old plan will be credited toward your new plan. As an example, if you pay […]
How do I cancel my free trial / subscription?
On your general settings page in the right-column there is a link that says “Change Your Plan”. Click that, then select our free plan. Your card will not be billed at the next billing date and your trial / subscription will end. Of note: You will stay on the same plan-level […]
How do I update my billing / payment information?
On your general settings page in the right-column there is a link that says “Edit Subscription”. Click that, then on the next page, click “Change or update credit card details”.
Can multiple users share one premium account?
We designed FollowUpThen for each user to have their own account. You can share login information with someone else but you would be giving them access to everything, including: Account settings The ability to delete your account Visibility into all your followups The ability to reschedule or delete any followup […]