How do I set up the follow-up email?

The Follow Up page lets you configure an email template and attach documents that are automatically sent to attendees after their lead is captured.

1. Go to the Follow Up page from the left sidebar.

2. Click the Email card to open and edit your follow-up email template (only if your event organizer has granted editing permission).

3. To attach documents, click the Documents card, then click + Add Document in the top-right corner.

   

1. Once saved, booth staff can select documents during lead capture. They will be emailed automatically to the attendee after submission.