What happens when I show my Follow Up Series in Campaigns?

You have the option to show a current Follow Up Series in the Campaigns page, giving you control of the opt-in method to trigger that series and also allowing you to pause the series. You will have this extra control under the Campaigns page, while still being able to edit messages and intervals in the usual Follow Up Series interface.

In this article, we will cover how to use this feature and get the most out of it.

Note: Once a follow up series is shown in Campaigns there would not be a way to remove it. No functionality will change in this process other than the options below.

Step By Step Instructions

  1. Click on "Show this Series in Campaigns" to move your series.

    Click Show this Series in Campaigns

  2. The series will be labeled as 'Follow Up Series' on your Campaigns page.

    The series will be labeled Follow Up Series

    To make any changes, click "Follow Up Series".

    Click the Follow Up Series label to make changes

  3. You'll have the option to change the On Subscribe trigger. As an example, we are going to set this series to only trigger for people coming through sign up forms. First, click "Add Filter".

    Click Add Filter

  4. Then choose the filter you want.

    Add a filter to your follow up trigger

    This makes it so only people that meet this requirement will be sent the Follow Up Series.

You also have the option to pause your Follow Up Series. This will stop any future subscribers from being able to join that series.

Note: subscribers already within the series will continue to receive those messages.  If you want to further pause the series, you can do so by changing the message interval.

Hover over the Active button and click Pause Campaign

You will still edit the Follow Up Messages and intervals from the Follow Up Series page.

Edit intervals and messages from the Follow Up Series page

 

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