Follow-ups

Admins, Reviewers and Task Reviewers can send Follow-ups. Members can read them. See Roles.

A Follow-up is one or more questions you can send to a Connection during the course of a Review. Use it when information provided is missing, unclear, or doesn’t match.

Each Follow-up is a thread. The business can see your question in the context of their Onboarding, reply to your question, and/or update their Onboarding accordingly.

Create a Follow-up

There are two ways to create a Follow-up, depending on what you’re asking about:

• About a specific piece of information. Click the Follow-up button next to the relevant information, for example inside a Review task. Your question goes to the business together with that information, and their reply comes back attached to it.

• About anything else. In the Follow-ups panel at the bottom of the Review, click Add custom follow-up. Choose a recipient, write a subject and your message.

Any new Follow-up you create starts as a draft.

Send a Follow-up

When you’ve written everything you want to ask, click Send follow-ups. All drafts go out at once, so the Connection gets a single email containing all your questions.

Sending hands the Onboarding back to the business so they can update their information. The Review’s status becomes Awaiting reply until they resubmit.

You can’t accept a Review while a Follow-up is a draft, awaiting a reply, or has a reply you haven’t resolved. Resolve or delete every open Follow-up first. Declining isn’t blocked.

Track responses

You can find all Reviews awaiting a response from the Connection and assigned to you in the my follow ups tab.

Inside a Review, the Follow-ups panel shows every Follow-up you have created on it, along with its status. When the business replies, you can resolve the Follow-up to close it, or write back to clarify further.