How to Create and Manage Follow-Up Sequences in Email Campaigns

Follow-up sequences help organizers maintain consistent communication with attendees after a campaign has been sent. You can now create both automated and manual follow-ups directly from your campaign dashboard to reach users based on timing.

Overview

Follow-ups allow you to send additional emails linked to a parent campaign. These can either be:

  • Automated Sequences — sent automatically based on recipient actions (e.g., opened, clicked, not opened).

  • Manual Sends — scheduled manually for a specific date and time.

Both types of follow-ups appear under the parent campaign in the dashboard for clear visibility and tracking.

1. Automated Follow-Up Sequences

Automated sequences are triggered automatically based on user activity, eliminating the need for manual scheduling.

How It Works

  1. Open Campaigns Dashboard → locate your campaign.

  2. Click Add Follow-Up under campaign actions.

  3. On the Choose Type screen, select Automated Sequence → click Continue.

Step 1: Design Email

  • Create your follow-up email using the existing drag-and-drop builder.

  • You can also choose from your Saved Templates for quick setup.

Step 2: Schedule Automation Triggers

You’ll now define when and why your automated follow-up should send.

Trigger Condition Dropdown:
Choose what action should automatically send the email. Options include:

  • When email is opened

  • When email is not opened

  • When link is clicked

  • When email is delivered

Initial Delay:

  • Numeric input with unit selection (Minutes / Hours / Days).

  • Defines how long after the trigger event the follow-up will send.

Step 3: Review Sequence

Before completing setup, the Review Sequence screen summarizes:

  • Type: Automated Sequence

  • Trigger: Selected condition (e.g., Email Opened)

  • Initial Delay: e.g., 1 day

  • Total Emails in Sequence: Number of follow-ups created.


  • Complete Setup: Finalizes automation and adds it under the parent campaign on the dashboard.

Dashboard View

  • Automated follow-ups appear nested under their parent campaign.

This ensures clarity when multiple follow-ups exist under the same campaign.

2. Manual Follow-Up Sequences

Manual follow-ups let you schedule a follow-up message for a specific date and time rather than relying on triggers.

How It Works

  1. From the Campaigns Dashboard, click Add Follow-Up.

  2. On the Choose Type screen, select Manual Send → click Continue.

Step 1: Design Email

  • Use the drag-and-drop email builder to design your follow-up.

  • You can also select from your Saved Templates for faster setup.

Step 2: Schedule Send Time

  • Set a specific Date and Time for the follow-up email.

  • The system ensures time zone alignment with your event configuration.

Step 3: Review Sequence

The Review screen shows a summary of your follow-up setup, including:

  • Type: Manual Send

  • Scheduled Time: Selected date and time

  • Total Emails in Sequence

  • Add Another Email in Sequence:
    When we click on create follow up sequence then it opens up an popup to either another follow-up in the same sequence or save and exist.

Using follow-up sequences helps automate attendee engagement and simplify manual scheduling giving organizers more control over campaign timing, delivery, and audience behavior tracking. Whether you choose automated or manual follow-ups, all activity remains seamlessly organized under your main campaign, ensuring a unified and efficient communication workflow.