Automated follow-up keeps an inquiry from being forgotten, while the sales owner remains responsible for reading replies and handling exceptions.
Before you start
Have a tested campaign, a lead source or starting condition, and a clear rule for when a person takes over.
In Releventful
Open Automations & Operations > Manage Campaigns and choose the campaign for new inquiries.
Review its starting condition, message recipients, and timing. Open every step and check the actual email or text.
Set the campaign’s reply behavior so follow-up stops or pauses when a lead answers, then save the campaign.
Submit a test lead through the intended source. Click Pipeline in the top bar, click the lead card, and inspect Activity for the scheduled first message and owner.
Enable the campaign for real inquiries only after the test is correct. Review new replies in the lead conversation or Rae Inbox if Rae assists with them.