Haulix users can quickly send promo invitation follow-ups to one or more contacts by following these steps:
1. From your Dashboard, hover over the Email option at the top of the screen.
2. Click Manage Emails.
3. Find the email invitation you wish to remind contacts about and click the View Email Details option in the Subject column.
4. If you want to send a reminder to every person contacted, click the checkbox on the upper left side of the page.
If you want only to remind a few contacts, check the boxes beside those individuals' names.
5. Once you have selected the contacts you want to send a reminder to, click the orange Batch Follow-up button at the top of the page.
6. Confirm your decision.
7. Once confirmed, you will be redirected to start the promo invitation creation process. The promos and the contacts you want to remind will already be selected in steps 1 and 2. Review your selections and proceed with the email creation process to send or schedule your reminder.