How to Schedule a Follow Up from Shipping

• Click on Shipping in the left navigation

• Click on the name of the shipment you want to schedule a follow up for

• Click on Follow Up

• Create a new follow up

  • Send Message

  • Run Bot

  • Run Drip Campaign

• Select your service

  • Shout to Shout

  • Customer Service

  • Marketing

• Select when the follow up will be sent

  • After Event (e.g. Paid, Delivered)

  • Schedule

  • Send Now

• Click Save

You can also schedule follow ups from the orders page.