Advanced Follow ups - User Guide

Advanced follow ups allows you to bolt a series of campaigns together using a series of actions completed or not completed

The below example gives you an Idea of how complex you can take your campaign, but this really is just scratching the surface. We would recommend that any follow up, based campaigns are carefully planned and recorded.

Campaign one

Campaign one

This is a standard campaign that can be setup as a refresh or static action type depending if you want to feed extra contacts in

The Email

The Email

Campaign One - The Trigger Action

We have set up two trigger actions here, based on the video link in the email

Campaign One - Follow Up Video Hit

Campaign One - Follow Up Video Hit

The time is set to a 1 hour delay

The action is based on the link specified being hit

The campaign to be sent is Campaign two (which was created prior to the master campaign)

Campaign One - Follow Up 'Video Hit' not hit

Campaign One - Follow Up 'Video Hit' not hit

The time is set to a 1 week delay

The action is based on the link specified being hit not

The campaign follow up is set to send the email again with the new subject line

Campaign Two

Campaign Two is setup with a type of "Follow Up Campaign"

Note: the audience tab no longer appears as it is driven from the action of campaign one

Important Note:

All follow up campaign with a type of "Follow Up Campaign" must be initiated prior to the Mast Campaign!

The Email

The Email

Campaign Two - The Trigger Action

Campaign Two - The Trigger Action

Campaign Two sends our recipients to Campaign Three; this contains a feedback survey based on the last set of emails.

Campaign Three

Campaign Three now sends out a feedback survey based on Campaign Two's document hit

With careful and strategic planning, you can continue to add triggered campaigns making the overall campaign very complex depending on your objectives.

Below is a couple of top level examples:

Campaign Four

Campaign four is sent as a thank you email based on the trigger action of Campaign Three's survey being completed

Campaign Five

Campaign Five contains a bonus video that is sent to any one has completed the Profile form on Campaign Four

Campaign Six

Finally, Campaign six is sent out after six months after Campaign Four being sent

1 Comments

Ryan Moore

We are starting to use this functionality now and it's working pretty well. I think the best feature is really being able to resend an email to those who don't engage. This has massive potential to increase engagement for those who simply received the original email on a bad day. Perhaps the recipient would've been interested, but the train was late, they had a meeting in twenty minutes and they just didn't have the time right then and there. So hails be is great work guys.

One thing I'd love to see is a connected results screen for these campaigns. So you could analyse the master campaign, and see statistics on how the audience engaged with all the connected follow up campaigns, rather than having to collate this manually. Any plans for this sort of feature?

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