Relay for dealerships · Setup

Send follow-up texts and emails on a schedule

What this does

A follow-up sequence sends messages to a lead on the days you pick (for example day 1, 2, 5, and 14), by text or email. It can stop as soon as the customer replies.

Who it's for

Owners set it up. Managers and reps can view it.

Where to find it: Computer: Settings > Follow-Up

Build a sequence

Relay Follow-Up Sequence settings with Enable follow-up sequence and Stop future steps after any reply checkboxes, earliest and latest send times, and a list of available variables such as first_name, vehicle, and rep_name
Settings > Follow-Up. Day-based steps, a send window, and an automatic stop when the customer replies.

How to set up follow-ups

  1. On a computer, open Settings > Follow-Up. Only owners can save.
  2. Add a step. Set the Day Offset, the Channel (text or email), and the message.
  3. Repeat for each step.
  4. Set the Earliest Send Time and Latest Send Time.
  5. Keep Stop future steps after any reply ticked.
  6. Tick Enable follow-up sequence and save.

Messages can use {first_name}, {vehicle}, {rep_name}, {dealership_name}, and more. Texts also follow the 8 AM to 9 PM quiet hours.

Stuck on something this guide does not cover? Text the Relay team at 778-764-1975, call 1-855-467-2999, or email tej@razzytech.com. Back to all help guides.
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