Apex Motors

Automation

Approved boundaries for predictable follow-up and escalation.

Follow-up queue

pending

blocked

sent

failed

cancelled

blocked

Elena Christouemail · send acknowledgementNo EMAIL provider connected — message not sent

Jobs are cancelled automatically when a lead is won, lost, handed to staff, automation is paused, or a customer reply is recorded in REVDRIVE. Email sending status is shown below.

Fictional demo sequence, templates and deliveries.

Process due emails

Verified outbound email is connected. Due jobs send only when processed manually until the scheduler is live. Stop conditions are re-checked before every send.

Due now: 2 · Scheduled sending: Not configured

Reply handling

Reply capture: not configured. Replies currently go directly to the configured reply-to inbox and do not automatically cancel future jobs.

Delivery webhook: not configured — this does not stop emails from sending.

Email sequences

Sequences stop when a customer reply is recorded in REVDRIVE, a lead is handed to staff, marked won or lost, or automation is paused. Replies sent straight to an external inbox are not seen until reply capture is connected.

New lead follow-up

Trigger: new lead · 3 steps

active

1. ImmediatelyNew lead acknowledgement
2. 1 dayDay 1 follow-up
3. 3 daysDay 3 check-inrequires approval

Email templates

New lead acknowledgement

Thanks for your enquiry, {{first_name}} · v2

active

Day 1 follow-up

Still interested in the {{vehicle_model}}? · v1

active

Day 3 check-in

Can we help, {{first_name}}? · v1

active

Open email jobs

Elena Christou

Day 1 follow-up · due 21 Sept, 09:15

pending

Elena Christou

Day 3 check-in · due 23 Sept, 09:15

Awaiting human approval

blocked

Recent email deliveries

Thanks for your enquiry, Elena

Elena Christou · elena.christou@example.test · 20 Sept, 09:15

delivered

Thanks for your enquiry, Anna

Anna Georgiou · anna.georgiou@example.test · 21 Sept, 14:02

sent

Still interested in the GLE 63 S?

Isabella Costa · isabella.costa@example.test · 22 Sept, 10:00

Mailbox does not exist (fictional)

bounced

“Sent” means the provider accepted the email. Delivered, bounced and complaint states arrive only once the delivery webhook is configured.

Automation never improvises outside approved rules.

Price negotiation, finance advice, trade-in valuation and unapproved topics route directly to dealership staff.

New lead acknowledgement

Trigger

New inbound lead

Conditions

Consent confirmed

Action

Send approved acknowledgement

After-hours qualification

Trigger

Lead received outside opening hours

Conditions

Consent confirmed

Action

Ask approved qualification questions

Dormant lead reactivation

Requires human approval

Trigger

No activity for 30 days

Conditions

Lead not lost; consent confirmed

Action

Send approved reactivation message

Appointment reminder

Trigger

Appointment in 24 hours

Conditions

Appointment confirmed

Action

Send approved reminder

Price negotiation → human handoff

Requires human approval

Trigger

Price negotiation detected

Conditions

Any active lead

Action

Pause automation and alert staff

Finance advice → human handoff

Requires human approval

Trigger

Finance advice requested

Conditions

Any active lead

Action

Pause automation and alert staff

Trade-in valuation → human handoff

Requires human approval

Trigger

Valuation requested

Conditions

Trade-in declared

Action

Pause automation and alert staff