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Auto Follow-Up Emails (Basic, Standard, and Enterprise)

Automatically send a follow-up email after lead capture to improve engagement and response rates.

Overview​

When enabled, Witzo sends an automatic follow-up email to captured leads. This works only if the lead provides a valid email address and your plan includes the feature.

When Emails Are Sent​

A follow-up email is sent when:

  • a lead is captured with a valid email address
  • your plan includes auto follow-up capability
  • no previous automatic follow-up was already sent for that lead

Plan Restriction: Available on Basic, Standard, and Enterprise.

Follow-up email screenshot

Duplicate Prevention​

Witzo prevents duplicate automatic follow-ups by:

  • checking whether an automated follow-up was already sent for that lead
  • storing send state internally
  • blocking repeat sends for the same lead entry

This helps keep the visitor experience clean and avoids accidental repeat emails.

Limitations​

  • only one automated follow-up per lead
  • no advanced multi-step email sequence in this workflow
  • no full email template editor documented in this flow
  • delivery depends on the configured mail service and a valid email address

Sender and Branding Notes​

  • Sender address configuration depends on your workspace setup.
  • If your team needs custom sender behavior, confirm the available configuration in your environment before promising it externally.
  • Review the final email content after any major branding change.