This article will assist you in setting up a new Follow-Up funnel with either built-in application functionality or a 3rd party application.
Please Note: If you are using the (BETA) Feature Send Follow-Up Funnel To Only New Contacts On a List, continue to proceed with this guide. If you Are simply creating a New Follow-Up Funnel please use this guide HERE.
Why you would need this
You would use create a new Follow-Up Funnel if you wanted to create a new follow up sequence for your email list.
What you will need
Step 1 Creating a New Follow-Up Funnel
- Click the Actionetics Dropdown Menu
- Click Follow-Up Funnels.
- Click Add New Follow-Up Funnel.
- Name your Follow-Up Funnel.
- Add a Group Tag (or select an already existing group tag from the drop-down).
- Select an Email List(s) to associate to this follow-up funnel.
Please Note: By default, only contacts newly added to the selected List will be receiving this Follow-Up Funnel.
- Select Send To All Existing Contacts On A List (BETA) (optional).
Important Note(s): By selecting send to all existing contacts on a list, all existing contacts on the selected list will be queued into this Follow-Up Funnel. If you don't want existing contacts from the selected list to be queued into the Follow-Up Funnel, do not select 'Send To All Existing Contacts On a List' when creating the Follow-Up Funnel.
Why you would and wouldn't use this option: You wouldn't want to use this feature when creating a new Follow-Up Funnel if you wanted the Follow-Up sequence to go out to your entire list and not just newly subscribed individuals. However, if you wanted it to go out to just the newly subscribed individuals you will see that 0 contacts will receive the Follow-Up Sequence so that you know only new contacts on the list will be queued.
- Click Create Follow-Up Funnel
Step 2 Add New Step
- Select Add New Step
- Select your desired action
Please Note: Day Delay maximum in Follow-Up Funnel Steps is 999 Days and Hours maximum is 23,976 hrs.
What you can do now
If you require further assistance, you can click the support icon in the bottom-right corner of this page.