Setting Up a Follow-Up Campaign
A walkthrough of configuring Caska's automated re-engagement system — from setting email sequences and intervals to monitoring the Follow-Up dashboard.
This guide walks you through setting up Caska's automated Follow-Up system so customers who haven't ordered in a while receive re-engagement emails on a schedule you control.
How it works
Caska monitors each customer's last order date. When enough time has passed (as defined by your settings), it queues a follow-up email. If the customer still hasn't ordered, additional follow-ups continue on your defined schedule until they re-order or you manually remove them from the queue.
Before you start
You'll need outgoing email configured in Caska before any emails can send. If you haven't set this up yet, see Communication Settings.
Setting up the sequence
Go to Settings → Communication
Find the Communication section in your account settings.
Configure the trigger
Set Days since last order — this is how many days of inactivity before the first follow-up email sends. For example, 30 days means any customer who hasn't ordered in 30 days enters the queue.
Set the follow-up intervals
Define when subsequent emails send after the first — for example:
- Follow-up 1: 30 days
- Follow-up 2: 60 days
- Follow-up 3: 90 days
The system works through the sequence in order until the customer re-orders or you reset them.
Write the email content for each follow-up
Enter a subject line and email body for each follow-up number. Keep these personal and direct — remind the customer you exist and make it easy to reply.
Save
The system activates and begins monitoring customer order activity.
Monitoring the queue
Go to Follow-Up in the main navigation (Owners and Admins only) to see:
- Which customers are in the queue
- Which follow-up number they're on
- When their next email is scheduled
From here you can manually remove customers, mark them as re-engaged, or review who's been contacted.
Managing opt-outs
If a specific customer should never receive follow-up emails, remove them from the queue in the Follow-Up dashboard. They won't re-enter unless you reset their status.
Follow-up emails are sent via Caska's own email system (Mailgun) for reliability — not through your custom SMTP, even if you've configured one.
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