What is the difference between a Follow Up List and a Client List?

  1. Follow-Up List:
    • Designed for one-on-one, personalized outreach to each client on the list.
    • Managed from your Dashboard under Follow-Up Buckets.
    • Ideal for individualized client engagement and follow-ups.
  2. Client List:
    • Created to segment clients for mass communication via campaigns.
    • Used to target an entire list with a single communication blast (e.g., mass email or text).
    • Managed as part of Mass Campaigns.

This distinction ensures that your outreach strategy is tailored to the appropriate level of communication, whether personal or broad.

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