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Wholesale follow-up

Update wholesale email automations and surveys

Review each trigger and enablement state, update the email copy, and link a survey only to the follow-up that uses it.

4 min read Updated Managers handling wholesale retention and follow-up

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

Check the trigger and enabled state before editing a card. When an email asks for feedback, link the matching wholesale survey so the question and message stay together.

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.

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