Yes. With the Plus plan, go to your dashboard and click Flows to create and customise the automated email that is sent when someone saves your contact details.

Flows are automated email sequences that send when someone interacts with your profile. For example, when a new contact fills in your contact capture form, you can automatically send them a personalised welcome email.

• Subject line • Body text • Your contact details • Links (website, booking page, etc.) • Your branding

• Subject line: Write your own subject • Email body: Full control over the text and formatting • Links and CTAs: Add links to your website, booking page, or portfolio • Branding: Add your logo and brand colours • Timing: Send immediately or after a set delay (for example, 1 hour after meeting) • Multiple emails: Create a sequence of follow-up emails over several days

• Send the first email within an hour of meeting — speed builds trust • Keep it short and personal • Include a clear next step (book a call, visit your website, etc.) • Reference where you met them if possible

• Make sure the Flow is activated (not in draft mode) • Check that your contact capture form is enabled • Verify the trigger is set correctly • Test by submitting your own contact capture form from a different device

Yes. Team admins can create Flows that apply across the team, ensuring consistent follow-up for every team member's contacts.

Still need help? Start a chat with our team and we'll sort it out.