How do I Create and Send a Follow-Up?

Select the "+" icon located in the upper left corner.

Choose "Follow-Up" from the list of document options.

Create a "New Client" or select an "Existing Client" to send your invoice.

If this is for a new client, the option to toggle, "Add Client Address" is available when inputting their information.

Add the Project or Event Name, Event Date, and Event Location.

Click on the image icon in the center of the window to upload a custom cover image or upload an image from your desktop.

Inly offers an entire catalog of free images for cover photos and if you click, "Search Free Images" you can type in exactly what you are looking for.

Once an image is selected, it will automatically show a preview for desktop and mobile. If you'd like to see the client preview for mobile, tablet or desktop click, "Preview Cover."

Now you can begin creating your Follow-Up. You can either select an existing template or start a blank Follow-Up.

You can select a cover image and greeting message for your client. This is what they will see first.

You can add a Form, Custom Page, and/or Products to your follow-up. You can also keep it short and simple and click No, Thanks. This will mean your follow-up is just the initial message that you wrote and the image you chose. If you choose this, you can skip to step 17.

If you select Form, Custom Page, and/or Products, what you select will appear in the sidebar. You can click the "+" icon to add additional pages.

For Forms, you can start a blank form or load an existing template. For more on Forms, you can visit our article How do I Create and Send a Form.

For a Custom Page, you have a lot of latitude for creating whatever you want. You can add images, photos, videos, and text, including links.

For a Products page, you can offer additional products or services as part of your follow-up.

Click "Add Product" to open a modal and add product details, cost, and media.

After you are finished building out your follow-up, click next. The next page will give you the option to allow a tip.

You can then elect to either send the follow-up now or schedule it to be sent at a later date.

Clicking Next takes you to the final page, where you can confirm the recipients of the follow-up.

If you have multiple documents in a Flow, such as "Invoice, Contract, and a Follow up," you will have the additional option to trigger different send dates for the Follow Up.

In order to do this, you need to set a start date at the beginning of the flow.

Fill out your documents and when you're ready to set up the send date for your Follow Up, click the "Send Date" section and you will see the different trigger actions available.

After this, you can hit "Next" and follow steps to complete the flow by either "Send or Save without Sending," as in Step 19.

For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.