Automatic replies for new leads

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Neptune uses Sequences to send automatic replies to new leads. Your sequence can send an email or SMS immediately, then continue with timed messages or reminders for your team.

Before you start

  • Create the email template you want to use if your first reply will be an email.
  • Make sure new leads include the email address or phone number needed for the first message.
  • Decide whether the sequence should send only an acknowledgement or include further follow-up steps.

Create the automatic reply sequence

  1. Open Sequences from the Side Nav.
  2. Click New sequence.
  3. Enter a clear name, such as New lead response.
  4. Add an Email or SMS step.
  5. Set the step to run Immediately.
  6. Add any further messages or internal reminders your team needs.
  7. Leave Active turned on.
  8. Click Save.

See Sequences for more detail about step types, delays, and managing enrollments.

Apply the sequence to new leads

  1. Open Leads.
  2. Expand Lead settings above the leads table.
  3. Under New leads are auto-enrolled in, select your active response sequence.
  4. Wait for the Default lead sequence saved confirmation.

Every new lead created after you save this setting is enrolled in the selected sequence. Existing leads are not enrolled automatically.

Clear the selection when you no longer want new leads to enter a sequence. This does not stop leads that are already enrolled.

Troubleshooting

  • A new lead did not receive a reply: Check that the sequence is active, selected in Lead settings, and has a complete first step.
  • An email was not sent: Check that the lead has an email address and the sequence uses an available email template.
  • An SMS was not sent: Check that the lead has a valid phone number.
  • The wrong person received the reply: Update the lead’s primary contact before enrolling it again.