> ## Documentation Index
> Fetch the complete documentation index at: https://docs.momentum.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Follow-Ups Configuration

## 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:

* [Momentum AI installed with your preferred call provider](/how-to-install-momentum)
* Admin access to your Momentum Organization
* Slack workspace configured
* Salesforce integration active

## Step-by-Step Setup

### Step 1: Organization-Level Settings

**Access the Email Follow-Up Settings:**

1. Log in to your [Momentum admin dashboard](https://app.momentum.io/admin/email-follow-up-config)
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](https://app.momentum.io)
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:

* **Slack**: Use your shared Momentum channel
* **Email**: [support@momentum.io](mailto:support@momentum.io)
* **Documentation**: Review our [Email Follow-Ups best practices](/email-follow-ups)