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Email, SMS & follow-up
Email and SMS conversations, templates, reusable files, and automated follow-up.
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Send and receive
- Compose and send an email Write, preview, and send an email with attachments from a Neptune record.
- Receiving email replies Understand how replies reach Neptune and the sender's normal inbox
- AI email assistance Depends on plan Improve an email draft or use selected record context when AI assistance is available
Set up
Messages
Messages overview- Find and read email and SMS conversations Open the Messages inbox and filter or mark conversations for follow-up.
- Assign and reply to conversations Assign an email conversation, reply to a thread, or send an SMS from Messages.
- Review and import customer email threads Read customer emails, inspect outgoing status, and import an email into a record.
SMS
- SMS conversations Send SMS messages to customer and lead contacts and review the complete conversation.
- SMS templates Create reusable SMS messages and personalise them with contact and organisation details.
- Set up your SMS phone number Start Australian SMS number setup or arrange activation of an approved US number with Neptune support.
- Email and SMS backup Send a short SMS after important emails so customers know to check their inbox or junk folder.
Follow-up sequences
Follow-up sequences overview- Create a follow-up sequence Build an automated sequence of email, SMS, and reminder steps.
- Enroll leads and customers in a sequence Add individual records or selected lists to an automated follow-up sequence.
- Pause, resume, or stop sequence follow-up Track enrollments, recover from failed steps, and control follow-up when someone replies or converts.
- Stop someone receiving sequences Opt a lead or customer out of sequences, see how unsubscribes and replies opt people out automatically, and opt them back in.
- Set sequence quiet hours Choose when follow-up steps can send and allow selected overnight replies.
- Watch the sequence setup walkthrough Watch how automated email, SMS, and reminder follow-up works.
Reusable files
Reusable files overview- Upload and organise reusable files Upload brochures and other reusable files and organise them into categories.
- Find, edit, or delete reusable files View, filter, preview, edit, and delete files in the Files library.
- Attach reusable files to emails and templates Attach library files to emails or include them in reusable email templates.