How do I customize the messages in my follow-up sequence?

Created by Shanta Adhikari, Modified on Fri, 6 Jun, 2025 at 9:11 AM by Shanta Adhikari

Steps:

  1. Go to “Automations > Workflows.”

  2. Click on your follow-up workflow (e.g., New Lead Nurture).

  3. Scroll through the steps and click on any SMS or email message.

  4. Edit the message content.

  5. Save and publish changes.

Tip: You can insert dynamic fields like {{contact.first_name}} to personalize messages.

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