Contactually

Changing Bucket Follow-Up Reminder rules

Last Updated: Jul 29, 2017 09:57PM EDT
What are Buckets, and how do they work?

Buckets organize and prioritize your contacts. Contactually sends you prompts to follow up with contacts based on the Buckets you've placed them in and the Bucket rules you've set.

Bucket rules, called Follow-Up Reminders, tell Contactually who your important contacts are and how frequently you want to be reminded to get in touch with them. For example, say you have a hot lead. You want to be sure to follow up every couple of days to ensure the lead doesn't get cold. You create a Bucket called Hot Leads and set the Bucket's Follow-Up Reminder interval to be every five days. If you aren't in touch within each five-day period, you're prompted to reengage with the contact.

The Follow-Up Reminder interval starts from the last time you emailed or logged an Interaction for each contact, so starting points are different for each contact. For contacts who have no email history, the starting point is the date the contact was added into Contactually.

Properly setting up your Bucket rules along with your Follow-Up frequency settings ensures no important contact falls through the cracks.
 



Changing your Bucket rules
 

To change the Follow-Up Reminder interval for a Bucket, go to the Buckets tab and click on the Bucket you want to adjust. Once on the page detailing that Bucket, find the box in the top right labeled "Reminder (Days)" and type in the number of days you want to wait between Follow-Up Reminders.





Related articles
 

How to create a Bucket
How to add multiple contacts into a Bucket at once
Generating Follow-Up Reminders
Snoozing Follow-Up Reminders

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