Basic Follow Up Rule - User Guide

1. Create a new Campaign

Create a new Campaign

2. Select an action type of Static or Refresh Non-Recurring

Select an action type of Static or Refresh Non-Recurring

3. Attach your email

4. Create a new Follow Up Rule

Create a new Follow Up Rule

5. Click on the pencil to edit and setup the Follow Up Rules

Click on the pencil to edit and setup the Follow Up Rules

6. Select one of the timing options or set for immediate action

Select one of the timing options or set for immediate action

7. Select the action you require

Select the action you require
Please note: Follow Up Rules are based on ‘and’ commands by default (i.e. it recognises multiple action trigger actions),but this can be overruled by selecting the "Or Action" tick box.I.E the rule can be based on a contact that opened the email ‘and’ click on a linkor a contact that opened the email 'or' clicked on a link

8. Now select what campaign to send; in this case we are going to resend the same campaign email but with a different subject line

Now select what campaign to send; in this case we are going to resend the same campaign email but with a different subject line

9. Please note: You are able to set follow ups to send a completely new campaign based upon a trigger action, please refer to the advanced follow up guide for further information.

 Please note: You are able to set follow ups to send a completely new campaign based upon a trigger action, please refer to the advanced follow up guide for further information.

0 Comments

Add your comment

E-Mail me when someone replies to this comment