​
Overview

This guide walks you through the technical setup process for Momentum’s Email Follow-Ups feature. Email Follow-Ups automatically generate personalized follow-up emails based on your sales calls, saving your team 90% of their email writing time.

​
Prerequisites

Before setting up Email Follow-Ups, ensure you have:

​
Step-by-Step Setup

​
Step 1: Organization-Level Settings

Access the Email Follow-Up Settings:
  1. Log in to your Momentum admin dashboard
  2. Navigate to the Email Follow-Up section in the left sidebar
Set Communication Guidelines:
  1. Define Tone and Style: Set the overall tone for follow-up emails
  2. Upload Example Emails: Provide sample emails that represent your brand’s communication style
  3. Configure Common Links: Add frequently used links with names and URLs that can be included in emails
Example Relevant Links:
  1. Security Portal URLs: Add links to your security portal or compliance documentation
  2. Product Pages: Include links to relevant product pages and resources
  3. Calendar Booking: Add team calendar booking links
  4. Pricing Sheets: Include links to pricing documentation

​
Step 2: Individual-Level Settings

Individual-level settings allow users to customize their email follow-ups beyond the organization-wide defaults. This personalization ensures that each team member’s emails reflect their unique communication style while maintaining brand consistency. Key Customization Options:
  • Personal Writing Style: Override default tone and formality settings to match your individual voice
  • Custom Email Examples: Create and save your own email examples
  • Personalized Links: Add your own frequently used resources and calendar links
These individual settings complement (but don’t replace) organization-wide guidelines, giving users flexibility while maintaining brand standards. Access Individual Settings:
  1. Navigate to the Momentum Home app
  2. Find the Email Follow-Ups product section
  3. Click “Configure” in the top right of your email list
Customize Personal Communication Style:
  1. Upload Personal Examples: Provide emails that reflect your personal communication preferences
  2. Adjust Tone Settings: Customize the tone to match your individual style
  3. Set Writing Preferences: Configure how formal or casual your emails should be
Add Personal Links:
  1. Personal Calendar: Add your individual calendar booking link
  2. Personal Resources: Include links specific to your role or territory
  3. Custom Templates: Upload any personal email templates you use

​
Best Practices

​
Email Content

  1. Keep It Concise: Focus on key points from the call
  2. Include Next Steps: Always include clear next steps
  3. Personalize: Reference specific points from the conversation
  4. Add Value: Include relevant resources or information

​
Timing and Frequency

  1. Send Promptly: Send follow-ups within 2-4 hours of the call
  2. Avoid Spam: Don’t send too many emails to the same contact
  3. Respect Time Zones: Consider recipient time zones when scheduling

​
Quality Control

  1. Review Before Sending: Always review emails before sending
  2. Test Templates: Test new templates with a small group first
  3. Monitor Performance: Track open rates and response rates
  4. Iterate: Continuously improve based on results

​
Regular Reviews

  1. Weekly: Check email quality and team adoption
  2. Monthly: Review performance metrics and adjust templates
  3. Quarterly: Assess overall Email Follow-Ups ROI

​
Support

If you encounter issues during setup, contact our support team: