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Accessing schedule & tracking

To access these settings, go to:
Settings → Workspace → Schedule & tracking

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Follow-up configuration

In this section, you define how many follow-up emails FirstQuadrant should prepare after a reply message and at what intervals. After approval these follow-ups are automatically scheduled and generated unless the contact responds earlier. By default, FirstQuadrant creates three follow-up emails, spaced as follows:
  • 1st follow-up: 3 days after the first email is sent
  • 2nd follow-up: 5 days after the first follow-up (i.e., on day 8)
  • 3rd follow-up: 8 days after the second follow-up (i.e., on day 16)
This setup creates a gradually increasing delay between emails—also known as a progressive cadence—designed to reduce fatigue while maintaining engagement. The default recipe is used by FirstQuadrant when dynamically generating email replies. You can easily tailor this:
  • Add a new follow-up by clicking the + Add follow-up button and specifying the interval after the previous message
  • Delete a follow-up by clicking the delete icon next to any listed follow-up
You can customize as many follow-up steps as you want. These settings ensure that follow-ups are spaced intentionally and adaptively without needing to manually build sequences each time.
Info: If you want to change the content or tone of the follow-up emails generated by FirstQuadrant, you can do so by creating a general fine-tuning rule in the Fine-tuning settings. These rules let you guide how the AI composes responses for your entire workspace.

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Sending schedule

The sending schedule determines the days and times during which FirstQuadrant is allowed to send emails.
  • By default, emails are sent based on the time zone of the recipient.
  • You can override this and choose a specific time zone manually from the dropdown.
For each weekday, you can define active sending hours (e.g., 08:00–20:00). This is useful for:
  • Respecting working hours across geographies
  • Avoiding off-hour or weekend sends during bulk outreach

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Email tracking

At the bottom of the settings page, you can manage email tracking options:

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Open tracking

Control how FirstQuadrant tracks email opens:
  • Sampled tracking (recommended): Tracks a subset of emails to estimate open rates while preserving deliverability. You’ll see aggregate statistics at the campaign or input level.
  • Track all emails: Includes a tracking pixel in every email for precise, per-email open data. This provides maximum visibility but may slightly impact deliverability.
Toggle the “Include open tracking pixel in all emails” option to switch between sampled and full tracking modes. When disabled (default), FirstQuadrant uses intelligent sampling to balance tracking accuracy with deliverability.

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Click tracking

  • Click tracking: Tracks when recipients click on links within the emails
Deliverability considerations:
While full tracking provides complete visibility, sampled tracking is generally recommended for most use cases as it maintains optimal deliverability rates. Consider using full tracking only for high-priority campaigns where detailed engagement metrics are critical.
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