How to schedule and manage a follow-up message through the app
Schedule a message to go out to the customer later, under your name, and it cancels itself if they reply before then.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
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A follow-up is a scheduled message within the conversation: in 1 hour, tomorrow, in 3 days, or on a date you choose. It can be canceled if the customer replies before then, and it can reopen the conversation if it has been closed.
Step by step
- Step 1:
Open the conversation with the customer and tap Follow-up, in the top bar.
- Step 2:
Choose when: Message in 1 hour, Message tomorrow at 9 AM, Message in 3 days or Message on date and time…. Reminder for me creates just a reminder, with no message.
- Step 3:
In Schedule follow-up, check When and write the Message (or tap Suggest with Izy, at no cost).
- Step 4:
Keep Cancel if replied turned on so it won't be sent if the customer writes first, and choose whether to Reopen if closed. Tap Schedule.
- Step 5:
The follow-up stays at the top of the conversation until it's sent. Edit changes the text or time, Cancel dismisses it, and the send button next to it sends it right away.
How to know it worked
The message goes out on the scheduled date, under your name, unless the customer replies before then (with Cancel if replied turned on).
If something goes wrong
The follow-up didn't go out.
If the customer sent a message before then, it's canceled. On official WhatsApp, outside the 24-hour window, it will only go out with an approved template.
Next step
Check the day's tasks and times in the Calendar.
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