Farin Farin
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Wholesale follow-up

Review and update wholesale email automations

Use wholesale automations to control follow-up timing, linked surveys, and email copy without losing track of which trigger runs each message.

4 min read · Updated Mar 18, 2026 · Managers handling wholesale retention and follow-up

Use Wholesale Automations when follow-up email timing or message copy needs work.

The goal is not to automate everything. The goal is to automate the right message at the right point in the customer relationship.

Quick facts

Start here

  • Each automation card shows the trigger that starts the email.
  • Linked surveys should match the message purpose instead of being attached everywhere.
  • Run All Now is best for supervised review, not casual clicking.

Step 1: Review the trigger and enablement state first

Read the card before you edit it

Open Wholesale Automations.

Check the trigger label and enabled state first so you know when the message will run and whether it is currently live.

Each automation card shows the trigger, delay, survey link, and email copy so managers can review the whole follow-up path together.
  1. 1 Read the trigger and enabled state before you change the message.
  2. 2 Link only the survey that fits the purpose of this follow-up email.
  3. 3 Keep the subject and body aligned with the trigger so the email still makes sense to the customer.

Step 2: Update the message carefully and save

  • Keep the subject plain so wholesale customers know why the email arrived.
  • Only attach a survey when the automation should actually ask for feedback.
  • Save after each meaningful change so the current card stays consistent.

Related guides

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