Overview
The Apollo Chrome extension enables you to automate your follow-up process within Gmail so that you can keep on top of your pipeline, reduce manual tasks from your workflow, and focus your time on the interactions that matter.
When you send an email in Gmail, you can schedule a follow-up sequence for multiple recipients within the same email thread.
Check out the following section to enroll your email recipients in a follow-up sequence within Gmail.
Add Contacts to a Follow-Up Sequence from an Email
You also cannot add the same email thread to more than one follow-up sequence at a time.
To add contacts to a follow-up sequence from an email:
- Launch Gmail and open the email with the contact.
- Click Add to follow-up sequence.
- Select a sequence, and click Continue.
Tailor your follow-up messages to the specific needs and pain points of your prospect. For example, if you just shared a demo and are following up to try and close the deal, your messaging should differ greatly from that to a contact who's been ghosting you. Check out Create a Sequence to learn more about creating and managing sequences. For some helpful tips to create powerful messaging for your sequences, review How to Write Effective Sales Emails.
- To view a brief outline of the steps in the selected sequence, click See steps.
- Click View sequence in Apollo to make any edits to the sequence before enrolling contacts.
- Apollo populates your default mailbox to send emails from in the sequence. Select an alternative mailbox if needed.
- If there are multiple recipients in the email, choose who to make the primary contact. Hover your mouse over the contact, then click Set primary.
When you add multiple recipients to a follow-up sequence, the primary contact is the main contact for emailing and managing sequence status. Apollo displays the other recipients on the activity feed of the primary contact. Apollo also uses the primary contact for the sequence ruleset. For example, if you set the sequence to finish when a contact responds, Apollo only stops the sequence if the primary contact responds. You can only set the same primary contact in one email thread per sequence.
- If you want to remove any recipients from the follow-up sequence, uncheck the contact's name. You can't uncheck the primary contact.
- Click Set follow-up to enroll the contacts in the follow-up sequence immediately.
- Alternatively, click Schedule follow-up and select a date and time for the follow-up sequence to begin.
- When finished, click Schedule.
You have now added the recipients from your email into a follow-up sequence. If the first step in your follow-up sequence is an automatic email, Apollo sends the message within the same email thread in Gmail.
If the first step in your follow-up sequence is a task, such as a manual email, LinkedIn task, or call, Apollo displays the next step in your Apollo tasks. Launch Apollo and click Tasks to execute the tasks in the follow-up sequence.