What is Follow-Up Email?
A follow-up email is Utas’ feature that allow you to send Thank You Emails to customers who have completed the consultation session.
The default status of this feature is Active. It means you don’t need to change the setting to activate it. The thank you email will be automatically sent to the customers when you complete a consultation session.
How to Use This Feature
You can activate or deactivate it anytime by following these steps:
- Log in to app.utas.co.
- Click the Consultations menu.
- Go to the Setting tab.
- Select the Consultation tab.
- Tick the Enable Email Follow-Up option to send an email automatically,
or untick the option if you do not want to send a follow-up email.
- You can also send a message with a customized subject and content by ticking the Enable Custom Email option. Then, fill in the blank field. (Optional).
- Click the Save Changes button.