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How to create additional check-back emails inside of a sequence
How to create additional check-back emails inside of a sequence

Instructions for how to check back with contacts after a sequence has finished / add additional steps.

Ashley Hovanes avatar
Written by Ashley Hovanes
Updated over 8 months ago

Overview: Here's how to create "check-back" steps for a finished sequence to generate additional engagement from non-responsive contacts.

Note: These steps are for once all contacts have completed a sequence.

Step 1:

  • Go inside of the desired sequence and make sure all contacts have made their way through the sequence and are marked as "Finished".

  • Go to “Steps

  • Add additional Step(s) to your sequence

  • Tip: You may need to update your sending schedule

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 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

  • Change the status for all filtered contacts to "Active"

  • Activate your campaign.

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