Introduction

In this guide, you'll learn several ways to effectively follow up with contacts at a later time using StudioHub. Whether you want to remind yourself to reach out or schedule automated follow-ups, these methods will help you stay organized and engaged with your leads and contacts.  



Option 1: Mark the conversation as Unread
  • Use the "Mark as Unread" feature in StudioHub to keep conversations visible as a reminder to follow up. 
  • Start by clicking on the conversations tab on the left panel.


  • Click on "All"


  • Select the conversation of interest


  • Click on the "Mark as Unread" Option in the top right corner of the screen. This will move this particular contact or conversation to the Unread section and this way you can contact this client later on




Option 2: Mark the conversation as Star Conversations
  • Star conversations to create a favorites list for contacts you need to engage with later.
  • Click on the "Mark as Starred" option in the top right corner of the screen.

  • To access Starred conversations you can click on the "Starred" tab under the Conversations section.




Option 3: Schedule Messages for Later:
  • Schedule SMS messages to be sent at a specific date and time using StudioHub's scheduling feature. Access the Conversations tab


  • Select the conversation you want to schedule the message for 



  • Click on the "SMS" option below 


  • Compose the message and then click the Blue "Schedule" option in the bottom right corner represented by a clock.



  • Pick the date, time, and timezone, and then click on the "Send Schedule" button. 




Option 4: Create a Workflow:
  • Navigate to "Automation" in StudioHub



  • Scroll down and choose the "User Accessible" folder



  • Create a workflow, by clicking the "Create workflow" option.



  • Choose the "Start from Scratch" option, and click "Continue". 



  • Start by naming your workflow on the top



  • Click on the "Add Action" plus symbol.



  • In the Actions search bar type "wait" and click on the "Wait" option below it with a clock symbol.



  • Set the wait duration under the "wait" option. You can choose the number of days, hours, or minutes you want to wait before sending out the automation to clients. Once you've done that toggle the "Advance Window" option.



  • In the advanced options, you can select the day you want your message to be sent out, and also choose the time between which you want the message to be sent out. Click "Save Action" once done. 



  • Click on the "Add task" button again



  • Search for "SMS" and select the"Send SMS" option on the right panel



  • Compose a message and then click on the "Save Action" option 
You can add multiple actions by clicking on the "Add action" plus (+) symbol to your workflow

  • Click on the "Save" option in the top right corner to save the workflow



  • Toggle the "Publish" button to activate this workflow. Save the workflow again. 
 

Let's talk about how this workflow will work using an example scenario: If a client gets added to this workflow. 
  1. The workflow will wait for 1 day, Let's take today as Monday, it's going to wait until Tuesday. 
  2. It will check the time duration and if it's within the specified timeline that we've set it will then send the SMS to the client.
  3. It will then wait again for a day
  4. On the next day, it will send a new message that we typed between the timeline that we've specified. 



  • To add people to this workflow, go to conversations and choose the contact that you want to add. In their information section go to the "Active campaigns/workflow" section and click on "Add".



  • Click on the "Add Campaign/Workflow" field and from the list select the desired workflow



  • Select Date and Time



  • Click "Save"



Conclusion

Following up with contacts at a later time is essential for maintaining engagement and building relationships. By using features such as marking as unread, starring conversations, scheduling messages, and setting up workflows, you can streamline your follow-up process and never miss an opportunity to reconnect or engage with your leads and contacts.