How do I add a draft to my Legacy Follow Up Series?

After creating a Draft message in your list, you have a few options for how to send it. This article will walk you through how to add your Draft to the Legacy Follow Up Series.

Step By Step Instructions

  1. Hover over the Messages tab and select Drafts.

    Select Drafts from the Messages tab

  2. Click the Send Options for the message you want to use as a Legacy Follow Up Series. Click "Add to Follow Up Series".

    Click Send Options then Add to Follow Up Series

  3. Next, you would be able to set the interval for this message.

    Message interval options

    Note: You can set a specific Send Window for this message and update the Message Options if you would like more control over how specifically it is sent.

    Send Window options

  4. Once you have chosen the Settings for this message, you can add it to the series by clicking "Add to Follow Up Series" in the bottom right.

    Add to Follow Up Series option

Congratulations! You can now access and edit this message in your Legacy Follow Up Series.

Message in the series

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