You can easily turn your follow up series into a campaign. By switching to campaigns, you get some additional functionality like the ability to add open and click automations to your messages and hyperlinks. You can also use your campaign to apply tags to your subscribers and trigger multiple campaigns within one list. There are a lot of different use cases for tags, but they essentially allow you to further automate your campaigns and group subscribers together.
After you turn your follow up series into a campaign, you can have new subscribers receive the campaign, but your existing subscribers will continue to progress through the series. Once your existing subscribers have completed the series, you can phase out follow ups altogether. In this article, we are going to walkthrough the steps to help you discontinue using the follow up series.
How do I turn my Follow Up Series into a Campaign?
You must first turn your existing follow up series into a campaign using the sharing code. You can do this by following the instructions in our Knowledge Base article found here. You will want this campaign to trigger "on subscribe" so that your new subscribers will receive these messages. Then, you can pause your follow up series following the instructions in the section below.
How do I stop new subscribers from receiving the Follow Up Series?
- First, hover over the "Messages" tab and click "Follow Up Series."
- Then, click the "Show this Series in Campaigns" button.
- Once you click that button, the follow up series will become managed from the campaigns page. Please note: clicking this button does not turn the series into a campaign like when you import the sharing code. This step simply allows you to filter the trigger of your follow up series or pause it. In order to pause the series, hover over the "Messages" tab and click "Campaigns."
- On the "Campaigns" page, you will see the "Follow Up Series" at the top of the list. Click the "Active" button to the right of the series.
- Then, click "Pause Campaign."
And that's it! Pausing the series will prevent any new subscribers added to the list from receiving those messages, but any existing subscribers who were already progressing through will complete the series. For example, if you have four follow up messages and a subscriber is on follow up number two, then they will continue to receive messages three and four at the wait intervals you have set up.
How can I keep track of the subscribers who've finished my Follow Up Series?
- Although you can't apply tags to follow up messages, you can keep track of the subscribers by creating a segment based on their last message numbers. To do this, first hover over "Subscribers" and click "Manage Subscribers."
- Then, use the search options to search for Last Message # > is > the number of the last message in your series. In this example, the last message is number four.
- After you search, a green bar will appear with the subscribers that match the criteria. Create a name for the segment and then click "Save."
And that's it! Segments are dynamic, so as subscribers reach the last message in your series and fit that search criteria, they will be automatically added to the segment. After a few days or weeks have passed (depending on the number of messages you have and the wait intervals), you can delete the follow up messages and work solely with campaigns.