Your first steps
Set up FollowThroo: the welcome questions, then plan, mailbox, contacts, template and campaign.
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Your Home screen shows the same checklist and ticks each step off as you finish it.
- Answer the welcome questions. A new workspace starts with five quick steps about your company. Finish them and 200 bonus credits are added, ready to spend once you choose a plan.
- Choose a plan. Every workspace needs one. The Test Drive lets you try FollowThroo on your own leads for 14 days.
- Connect a mailbox. Open Settings, then Mailboxes & domains. Connect Gmail or Zoho Mail with one click, or add another mailbox with its server details (SMTP). Campaigns stay in draft until something can send them.
- Add your contacts. In Leads, choose Add lead to import a spreadsheet or add someone by hand. To have enquiries arrive on their own, connect a lead source under Settings, then Lead sources.
- Write a template. In Templates, write a message once. Use variables such as {{firstName}} to fill in each person's details.
- Build and launch a campaign. In Campaigns, add the steps and how long to wait between them, choose who receives it, and launch. Replies land in Inbox, and everything sent is listed in Outbox.