How to Use Follow Ups
Manage every queued email, SMS and voice call � including multi-step voice follow-up cadences � and review the full dispatch history from one place in your inbox.
Follow Ups is your live view of every email, SMS, and voice call that is queued to send � and the full history of what has already gone out. It is the control layer sitting between your automations and your contacts, and the place to monitor and manage multi-step voice follow-up cadences.
Where to find it
Go to https://app.trustpager.com/inbox/dispatcher from any page in the app.
Follow Ups has two tabs:
- Scheduled � everything that is queued and waiting to fire
- History � every communication that has already been sent or cancelled
What lands in the Scheduled tab
Any communication that is not sent immediately lands here first. This includes:
- Automation actions that use a delay, business-hours window, or specific-time schedule
- Multi-step voice follow-up cadences � each step in the sequence appears here as a separate row so you can see exactly when the next call will dial
- Manual send-later emails and SMS messages
- Auto Schedule runs that have not fired yet
Each row shows the contact, communication type, scheduled time, and the automation or trigger that created it.
Cancelling a queued send
Click any row in the Scheduled tab, then hit Cancel to remove it from the queue. This is useful when you have moved an opportunity forward manually and do not want a follow-up automation firing after the fact.
You can also cancel in bulk � select multiple rows and use the bulk action menu.
When does Follow Ups auto-cancel a queued send?
Follow Ups watches for conditions that make a queued communication irrelevant and drops it automatically before it fires:
- Contact opts out of SMS � the contact's SMS opt-out flag is set, either by texting a STOP keyword (STOP, UNSUBSCRIBE, CANCEL, END, QUIT) or by an admin marking them as opted-out manually. Cancels pending SMS and voice calls to that contact.
- Contact replies � an inbound SMS cancels pending SMS and voice calls to that contact (since they are actively conversing on a phone-side channel). An inbound email cancels pending emails to that contact. A reply on one channel does not cancel scheduled sends on the other channel.
- Opportunity moves to Closed / Won � when a stage automation is configured to cancel on win, any queued sends tied to that opportunity are dropped.
- Opportunity moves to a disqualified stage � same logic applies for lost or archived stages when configured.
Auto-cancelled items move to the History tab with a "Cancelled" status so you have a full audit trail.
Reading the History tab
History shows the outcome of every queued communication � delivered, failed, cancelled, or bounced. You can filter by type (email / SMS / voice), by contact, or by date range. Click any row to see the full details including the message content and delivery status.
Troubleshooting
- An automation fired but nothing appeared in Follow Ups � automations set to "Send immediately" skip the queue and go straight to the provider. Only delayed or scheduled sends are visible here.
- A queued send disappeared before its scheduled time � check the History tab. Auto-cancel rules (SMS opt-out, reply, stage change) may have dropped it. The History row will show the cancellation reason.
- I cannot see a send I know was scheduled � make sure you are looking at the right tab (Scheduled vs History). If it is not in either, the automation may have failed before reaching Follow Ups � check the automation run log at https://app.trustpager.com/auto/automations.