Lots of "not now, maybe later" replies

A postponing reply is not a rejection: "we have no money for it right now", "it's not relevant now, maybe later". Companies like these can become good customers later, if someone really does get back to them. In the example, postponers keep arriving on the campaign of a company that services company vehicle fleets.

This is for you if…

your campaigns get a lot of postponing replies;
you do not want "later" to be forgotten;
you do not have time to get back to every postponer one by one, at the right time.

What will be ready at the end

Postponers go into a that gets back to them on its own months later; the earlier postponers are in it too.

Five steps

Each step comes with the sentence you can copy into Apex, and what Apex does with it.

The first postponers: tasks
By default, every postponer becomes a task. Check whether they gave a time: if someone writes "get in touch in November", that is really interest, and it needs a personal reply.
Where: Tasks; the letter on the company's record, on the Touches tab
Ask ApexApex does it, with your approval
This company asked for a call-back in November. Add a task for 3 November, and reply that we'll be in touch then.
At the third postponer, Apex asks
As postponers pile up, notices too. When the third postponer arrives, Apex asks whether it should handle them with a follow-up campaign. If you say no, Apex accepts that and does not ask again on its own; you can ask for it at any time later.
Where: the conversation with Apex
Ask ApexApex guides you through
Yes, let's set up a follow-up campaign.
Writing the follow-up campaign
After your yes, the campaign comes first, because that is where the postponers will go. The letters of a say something different from those of the first campaign: the company already knows you, and said "later". The first letter goes out months later and says you are getting back to them, as they asked. You write the letters together with Apex.
Where: Customer acquisition › Campaigns
Ask ApexApex does it; you approve the launch
The first letter should go out in three months, remind them of what we wrote about the servicing, and ask whether it's relevant now.
Changing the rule
Once the campaign is ready, Apex changes the reply handling: new postponers go into the follow-up campaign instead of becoming tasks.
Where: What Apex knows › Reply handling, the "Get back to us later" row
Ask ApexApex sets it up, with your approval
From now on, put postponers into the follow-up campaign.
Earlier postponers can go too
New postponers now go into the campaign, but the earlier ones are still waiting as tasks. Apex moves them into the follow-up campaign in one step.
Where: the conversation with Apex
Ask ApexApex does it, with your approval
Move the earlier postponers into the follow-up campaign too.

What it costs

An example of the monthly fee. Plans are personal, per month, plus VAT.

A is a campaign like any other: you can send from the Start plan (€99) up, per month, plus VAT. Writing the campaign and handling the replies is 's work and comes out of the ; the allowance has a 5-hour part and a weekly part, and both refill on their own.

Frequently asked questions

What most people ask in this situation.

Can I go back to tasks?

Yes, with one request. Companies already in the stay there, and new ones become tasks again.

What happens if I stop the follow-up campaign?

New postponers wait in it without letters until you start it again. If you delete it, postponers become tasks again.

Pitfalls

What most people run into, and how to avoid it.

A postponer with a date in the campaign

If someone named a specific time, that is not a postponer but a prospect: it deserves a personal reply. If you see one like this in the campaign, ask to take it out.

The same letter as the first time

The letter in the should not repeat the first campaign; it should build on what the company said.

Basics for this situation

If you want to look behind a step.

What Apex does with replies

What it handles on its own, and what becomes a task.

Open

What you can change in reply handling

Postponers, automatic letters, owner: what you can change, and what you cannot.

Open

Set it up with Apex.

Tell Apex how many of you there are and how you work. Apex tells you which guide fits and, wherever it can, sets things up with your approval.

Free account, no card details · monthly fee, no minimum term