Automated buyer follow-up (email series)
Use Email series to send reviewed messages after an application is accepted, before pickup, or at another useful point in a buyer relationship. A series needs at least one step, approval on every step, and activation before it sends.
Create the series
- Open Dashboard, then select Selling, Email series, and New series.
- Choose the sender and enter a private Series name.
- Choose an optional Species for the starter wording. Limit to group narrows automatic enrollment and the series page's Enroll buyers list to one animal group.
- Choose an Auto start trigger, or keep Manual only if you want to enroll each buyer yourself.
- Select Create series.
Automatic triggers include an accepted application, captured deposit, paid balance, and confirmed pickup. They use real Creatures activity. A manual series can include only people who already have an application, reservation, or invoice relationship with that sender.
Set the timing
The sender appears under Series detail and cannot change after creation. Settings holds the series name, species, group limit, and automatic trigger. Draft my series can add fixed starter copy to an empty series, but it is only a starting template. Review and approve every message yourself.
Each step needs:
- an Anchor of Series start or Go-home date;
- an Offset days value before or after that anchor;
- a subject and body; and
- your Approved selection.
For example, Series start with +1 schedules a message one day after enrollment. Go-home date with -7 schedules it one week before pickup. A go-home step waits until that buyer has a go-home date.
Use placeholders such as {buyer_first_name}, {animal_name}, and {go_home_date} to personalize the copy. Help me write can draft a body for you. Select Save step, then open Preview in email layout to check the saved message with sample details.
Review, activate, and pause safely
The activation gate shows how many steps are approved. Activate only after the preview, timing, and sender all look right.
If adding or editing a step leaves the series with an unapproved step, it returns to Draft and stops sending. Removing its last step also pauses it. Archive stops sending too, but does not delete waiting messages.
When you activate it again, overdue waiting messages become eligible to send, with the daily limit below. Before reactivating an old series, review its messages and enrollments so buyers do not receive outdated advice. Use Stop on an enrollment you do not want to resume.
Active series are checked on a regular schedule, usually within about ten minutes. Creatures sends no more than one series email per buyer from the same sender in a day. A stopped enrollment, changed sale context, missing email, or buyer opt-out can also prevent a send.
Every series email includes an unsubscribe option. That opt-out stops future series mail from this sender, but it does not stop account, security, or transaction messages.
To enroll one current buyer while viewing their relationship, use Start a series in Your buyer pipeline. This individual action is not restricted by Limit to group. For the system-managed after-pickup survey, see Buyer questionnaires.
Related information
Updated on: 03/09/2026
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