Settings
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Follow-Up Process
Click a step in the path, then edit the timing, rules, and linked template copy in one place.
No-Contact Follow-Up Branch
Editable no-answer branch with the uploaded no-contact SMS and email templates, staff calls, and a day-4 break-up contact.
new leadActive19 steps
No-Contact Follow-Up Branch
Editable no-answer branch with the uploaded no-contact SMS and email templates, staff calls, and a day-4 break-up contact.
Day 1 · First Attempt
6Texts
Emails
Calls
Day 2 · Second Attempt
6Texts
Emails
Calls
Day 3 · Third Attempt
5Texts
Emails
Calls
Day 4 · Break-Up Contact
2Texts
Emails
Sequence settings
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Active
Sequence settings
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Tour Reminder
Sends appointment reminders before a scheduled tour.
tour scheduledActive6 steps
Tour Reminder
Sends appointment reminders before a scheduled tour.
Path
6Texts
Emails
Sequence settings
Rename this path, change its trigger, or add an advanced step.
Active
Sequence settings
Rename this path, change its trigger, or add an advanced step.
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Warm Response Reconnect
AI-generated reconnect texts and emails after a prospect has replied. Timing is adjustable per step.
warm reconnectActive9 steps
Warm Response Reconnect
AI-generated reconnect texts and emails after a prospect has replied. Timing is adjustable per step.
Day 1
3Texts
Day 2
3Texts
Emails
Day 3
2Texts
Emails
Day 4
1Texts
Sequence settings
Rename this path, change its trigger, or add an advanced step.
Active
Sequence settings
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Keep Warm Follow-Up
Fresh no-contact prospects get slower, finite nurture after the first aggressive branch ends.
keep warmInactive4 steps
Keep Warm Follow-Up
Fresh no-contact prospects get slower, finite nurture after the first aggressive branch ends.
Day 7
1Emails
Day 14
1Texts
Day 30
1Emails
Day 60
1Texts
Sequence settings
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Inactive
Sequence settings
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No-Show Follow-Up
Low-pressure follow-up after a missed scheduled showing.
tour no showInactive6 steps
No-Show Follow-Up
Low-pressure follow-up after a missed scheduled showing.
Day 1
3Texts
Day 2
2Texts
Day 3
1Texts
Sequence settings
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Inactive
Sequence settings
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Old Lead Reactivation
Prior-cycle or uploaded old leads get a clear reactivation ask before becoming Cold.
old lead reactivationInactive3 steps
Old Lead Reactivation
Prior-cycle or uploaded old leads get a clear reactivation ask before becoming Cold.
Path
3Texts
Emails
Sequence settings
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Inactive
Sequence settings
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Renewal Season Check-In
October through early spring resident renewal prompt.
renewal seasonInactive1 step
Renewal Season Check-In
October through early spring resident renewal prompt.
Path
1Emails
Sequence settings
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Inactive
Sequence settings
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Review Request Season
August through November review request for resident or positive-experience contacts.
review seasonInactive1 step
Review Request Season
August through November review request for resident or positive-experience contacts.
Path
1Texts
Sequence settings
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Inactive
Sequence settings
Rename this path, change its trigger, or add an advanced step.