How to Schedule Automatic Follow-Ups

Automation

Schedule automatic follow-ups in UpBlick when the first message should not be the last message. A follow-up schedule helps you keep the conversation moving without sending reminders too early or too often.

Before you set the schedule

• Make sure the first message workflow is already clear.
• Choose reminder templates that match the follow-up stage.
• Decide how long customers should have before the next message.
• Keep the selected business location consistent during setup.

Step 1: Prepare follow-up templates

1. Open Automation > WhatsApp Templates.
2. Review the reminder-style template sections you plan to use.
3. Choose the correct language.
4. Confirm the templates are approved and active.

Different follow-up stages should use wording that fits the timing and purpose of the reminder.

Step 2: Choose the follow-up delay

For each automatic follow-up, decide how long UpBlick should wait after the earlier message or trigger. Good follow-up timing depends on the customer journey:

• A short delay works for quick reminders.
• A longer delay works when customers need more time to act.
• Later reminders should usually wait longer than earlier ones.

Step 3: Keep the sequence ordered

If you use multiple follow-ups, make sure the schedule moves forward in a clear order. For example, a second reminder should not be set to go out before the first reminder would normally happen.

Spacing the messages properly helps the sequence feel intentional rather than repetitive.

Step 4: Define when the sequence should stop

Every follow-up workflow should have a stopping point. UpBlick should not keep sending reminders after the customer has already completed the intended action or after the workflow is no longer relevant.

Step 5: Review follow-up activity after launch

After automatic follow-ups are active, monitor the workflow to make sure the reminder timing feels right and the messages are being sent when expected.

Best practices

• Start with fewer follow-ups before adding more.
• Use gentler wording in later reminders.
• Allow enough time between reminders.
• Stop the workflow once the customer has completed the action.
• Review real performance before changing the schedule.

Troubleshooting

Frequently asked questions

What is an automatic follow-up?

An automatic follow-up is a message that UpBlick sends after an earlier workflow step, based on timing and trigger rules you have defined.

Should every follow-up use the same wording?

No. Later follow-ups should usually sound different from the first message so the sequence feels natural and intentional.

How do I know if the schedule is working?

Review the related activity and reminder reporting after launch to confirm the messages are being sent at the expected stage and time.