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How do I set up a Follow-Up Reminder?

Mailbutler’s Follow-Up Reminder feature helps you to follow up on your emails when you haven’t received a reply yet by sending you reminders at the times you have set.

Set a Follow-Up Reminder

  1. Open Apple Mail or Gmail.
  2. Click on compose and start writing your email.

Apple Mail

3. Click on the follow-up reminder button to create a follow-up reminder. You can also add comments to the follow-up reminder.

4. Click on the calendar icon to customize the date and time.

Calendar Icon for setting up a desired date and time for follow-up reminders in Apple Mail

5. Set your preferred follow-up date and time. Now Mailbutler will send you a notification when the follow-up reminder is due.

6. Once you have followed-up on your emails, check the boxes from the menu bar app to mark these actions as complete.
check the boxes in the menu bar app after you have followed-up on your emails to mark them as completed actions

Gmail

3. Click on the follow-up button.

4. Next, select a time frame.

5. Click Confirm to set the reminder. Mailbutler will notify you when it’s time to follow-up on your emails.

Confirm button to set the follow-up reminder in Gmail

6. Once you have followed-up on your emails, check the boxes from the quick access Chrome extension to mark these actions as done.

Mark Gmail follow-up reminders when you are done following-up on that emails

 

Follow-Up Reminder notifications

If you are using a macOS computer, the follow-up reminders can be seen in the menu bar app under Tasks. If you are using Mailbutler as a Chrome extension, then all follow-up reminders are available by clicking on the quick access Chrome extension icon. Moreover, they are also be accessed in Mailbutler’s Dashboard under Tasks.

Before getting follow-up reminders notifications, you need to make sure that you have your notifications settings activated. If you are using Apple Mail follow these instructions to get notified.

If you are using Gmail:

  1. Go to Mailbutler Dashboard.
  2. Select Preferences.
  3. There, select Notifications.
  4. Check the Follow-up due option to receive notifications.

You will be reminded by Mailbutler that you need to follow-up on your emails through pop-up messages appearing at the top-right corner of your screen. If you have Mailbutler linked with other apps and depending on the notification settings of each app, you will also be reminded to follow-up on emails through that external services.

Syncing Follow-Up Reminders with other apps

Follow-up Reminders can be synched with 3rd party apps such as Todoist, WunderlistAsana, and many others. Depending on your settings you will get a notification from your task manager apps when it’s time to follow-up on your emails.

Configure Follow-Up Reminders

Here you will find more about how the follow-up reminders are automatically deleted, where can you find them, and how will you know when it’s time to follow-up on emails.

  • First, open your Mailbutler dashboard.
  • Click on Preferences on the drop-down menu next to your name (located on the right-hand side of the dashboard).screenshot of Mailbutler preferences tab on the dashboard
  • Under General, locate the follow-up preferences.
  • If you check the Delete follow-up after message reply option, the follow-up reminder you set for an email will automatically be deleted once you receive a reply in your inbox.
  • The Follow-up during working hours only option lets you receive notifications for follow-ups on unanswered emails during your specific working hours. Follow-up reminders preferences can be found in Mailbutler Dashboard
  •  You can define the default time to receive follow-up reminders by selecting the specific minutes, days or hours. 
    screenshot of follow-up preferences on Mailbutler dashboard
  • You can also specify additional time offsets to give you more options when setting your reminders manually.
  • When you are done, click save.
Updated on December 13, 2018

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