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Smart Follow-ups

Automate email follow-up timing, reminders, and labels to speed up deal closures and reduce manual effort with Mixmax Smart Follow-ups.

Updated over a week ago

Smart Follow-Ups automatically remind you when it’s time to follow up, so conversations keep moving without any extra work from you.

Available on SMB and above plans, Smart Follow-Ups is part of the Inbox Copilot offering.


Why You’ll Love It

  • Close more deals – follow up at the right time so opportunities don’t slip through the cracks.

  • Save time – no need to track every thread manually.

  • Stay focused – see clear inbox labels for what needs attention.

  • Get context-aware reminders – timing is tailored to each conversation.


How It Works

Here’s what happens after you send an email:

  1. Mixmax scans your sent message.
    It looks for signals like deadlines, requests, or silence that suggest a follow-up might be needed.

  2. Smart Follow-Ups auto-schedules a reminder.

    • Adds an “Awaiting reply” label to the email.

    • Switches it to “To do” when the reminder is due.

  3. You get an inline notification inside the thread.

    • The reminder appears as a Mixmax notification (not a real email).

    • You’ll see why the follow-up is suggested (e.g., “It’s been 5 days since you sent the proposal — ready to follow up?”)

  4. Take quick action

    • Click to follow up right away.

    • Or give feedback: Yes / Too soon / Too late / No — this helps improve future reminders.

  5. Manual reminders take priority.
    If you’ve already set a manual Mixmax reminder, Smart Follow-Ups won’t override it.


How to Enable or Disable

You can turn Smart Follow-Ups on or off anytime:

  1. Go to Settings → Inbox Copilot.

  2. Toggle Smart Follow-Ups on or off.

  3. Changes apply instantly to your inbox.


Tips for Best Results

  • Check your labels regularly:

    • Awaiting reply = we’re waiting on them.

    • To do = time to follow up

  • Use feedback options: Click “Too soon” or “Too late” to help train the system.

  • Let Mixmax handle timing: reminders are context-based and get smarter over time.


FAQ

Can I edit the follow-up timing?
No, timing is automatically chosen for each thread. Your feedback helps improve it.

Does it work on mobile?
Yes! Smart Follow-Ups use Gmail labels and drafts, so you’ll see them in Gmail webmail and mobile.

What if I already use manual reminders?
Manual reminders take priority. Smart Follow-Ups won’t override them.

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