Overview: Here's how to create and use a separate check-back sequence to re-engage qualified contacts after they have completed their original email sequence.
Note: These steps are for once all contacts have completed a sequence.
Step 1: Create the New Check-Back Sequence
Create a new sequence from scratch.
Give it a clear name that connects it to the original sequence. For example:
[Original Sequence Name] – Check-BackAdd the two approved check-back emails. These were previously referred to as Email #5 and Email #6.
Confirm that the step-delay between the two emails is correct.
Set the sequence’s sending schedule to:
Friday
Sunday
Review and save the sequence.
Step 2:
Note: The below are recommended filters to re-engage your contacts, but you may want to customize (Example: Only re-engage contacts that have opened your emails etc.).
Go to “People” inside of your desired finished sequence
Click "Add filter" (Tip: You can name and save your filter for future use)
On the first property, select Bounces > Less than > 1
Add a new Property: Replies > Less than > 1
Add a new Property: Status: Opted Out > is>> False
Add a new Property: Email Validation Status > is > Valid
Add a new Property: Email Validation Status > is > Risky
Add a new Property: Opens >> One or More
Click “Save” so the filter can be available for future campaigns
Click “Apply”
Step 3:
Select all contacts that are populated from your new filter
Select "Move to Sequence" in the contact menu
Select your new check-back sequence and choose your desired settings
Turn your new check-back sequence on