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How Automated Follow-Ups Work

Attach a follow-up to a message so it sends itself if the traveler doesn't reply.

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Written by Katie Brian

When you send a message to a traveler, you can attach a follow-up that sends itself later if they never reply. It's a one-off, set on the message you're sending, not a rule that applies anywhere else.


Set the follow-up

The option sits in the compose window below the message body, as a row reading "If client doesn't respond in [ ] day(s) send [ ] at [ ] [timezone]".

Check the box, set how many days to wait (1 to 90, defaulting to 3), choose the email template to send, and pick a time of day.

Good to know: The checkbox and the template go together. Setting one without the other blocks sending until you fix it.

Good to know: The timezone shown is the one set in your Personal Settings. If you haven't set one, TripLoft defaults to EDT.

Compose window with the follow-up row showing the checkbox, days field, template picker, and send time

How the send time is calculated

The countdown starts when your original message actually sends, not when you compose it. Send on Monday with "3 days" at 9:00 AM, and the follow-up is scheduled for Thursday at 9:00 AM your time.


A linked Task appears automatically

TripLoft creates a Task on the trip so the pending follow-up is visible outside the message thread, titled "📧 Follow-up: [Template Name] if no reply". Its description carries the scheduled date and time, the recipients, and the template name.

The Task is a visibility record, not a control. Completing or deleting it does not stop the email.

Trip Tasks list showing an auto-generated follow-up task

The only thing that cancels a follow-up

The recipient replying before the scheduled send time. TripLoft picks up the inbound reply and cancels the pending follow-up to that person.

Good to know: On a message to several recipients, only those who replied drop out. Anyone still silent receives the follow-up.


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