How do I add a draft to my 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 Follow Up Series.

Step By Step Instructions

  1. Hover over the Messages tab and select Drafts.

    Hover over Messages and select Drafts

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

    Click Add to Follow Up Series from the Send Options menu

  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 Follow Up Series.

Message in the series

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