Open an existing follow-up template in Settings > Follow Ups, then change the subject and message body while keeping the variable syntax intact so the automation keeps running.
Open and edit a template
Existing templates are edited directly from the Follow Ups list.
Go to Settings in MCA Pilot.
Click the Follow Ups tab.
Hover over the follow-up row you want to change and click Edit.
Update the fields you want to change:
Subject: the email subject line.
Message Body: the email or SMS content.
Schedule: when and how often the message sends.
CC Emails: email addresses to copy on every send of this follow-up.
Click Save.
Change wording without breaking variables
Variables in the subject and body are replaced automatically when the email sends. Keep the single curly bracket syntax exactly as shown.
Variables must use single curly brackets:
{business_name}, not{{business_name}}.Do not change the text inside the brackets. If you need a different value, pick a different variable from the reference list.
If you previously hardcoded a phone number or name, replace it with the matching variable. For example, swap a static phone number for
{originator_phone}.
See Variables for Follow Ups & Request Info for the full list of placeholders and their descriptions.
Choose who sends the email
Automated emails can send from one shared address or from the deal originator.
One Email for Entire Workspace: every message sends from the Fallback Sender.
Each Deal's Originator: the system tries to send from the originator's Merchant-Facing Email Account. If that account is not connected or is missing, it falls back to the Fallback Sender.
If an originator's email account is disconnected, the follow-up will fall back to the Fallback Sender until the account is reconnected.
If follow-up emails stop sending entirely, verify that either the originator's Merchant-Facing Email Account or the Fallback Sender is connected and verified. When both are disconnected, follow-ups cannot send. Contact support to confirm which sender is set as your workspace Fallback Sender.
Who gets copied on the email
Each follow-up template has two copy options.
CC Emails: enter one or more email addresses, separated by commas, to CC on every send of this follow-up. CC recipients are visible on the email and stay on the thread when anyone replies all.
BCC Me On Reminder Emails: check this to receive a blind copy of every follow-up message. The blind copy is sent to the Fallback Sender address.
Rep CC settings apply to deal submissions, not follow-up emails. See How to CC a Rep on the Deals You Submit for submission copy behavior.
Test your changes before enabling broadly
Follow Ups run automatically on their schedule. Test with a single test deal first to make sure the message looks correct, then enable it for the full status.
To pause a follow-up without deleting it, toggle it off in Settings > Follow Ups.
After saving edits, review the preview or send a test to yourself before the next scheduled run.
If you need to create a new follow-up from scratch, see Send automated SMS and email follow-ups to deals