How To Send Follow Up Emails Only To Those Who Don’t Click The Link – Part 2

We know it's so important to send follow up emails. Last week we looked at one option to send follow up emails only to those who don’t click the link in Keap. This week, we're looking at another way you can do this.

This alternate method is great for when you want to automate the process of sending follow up emails, but only to those who didn't take the desired action in the previous email.

We recorded this video when asked about how to do this by one of our amazing clients on a recent Q&A call. Best of all, this client is only too happy for us to share this recording.

IMPORTANT: If you haven’t yet seen our last post with Part 1 of this topic, please do so first. That way this video with Part 2 will make much more sense.

CLIENT’S QUESTION:
“I was sending out an email broadcast to the entire database, which I did last week, so I didn't actually follow up again. And then I wanted to know, how do I automate another follow up email to the same list? Because we added a tag to say, ‘if you clicked on the link, then remove them from the next batch of email’. And I didn't know how to set up that as a sequence.”

How do you do this as a campaign? And so you don't have to continually schedule new emails?

What you do is this:

You could go to Automation and we do it as an Advanced Automation.

I'll give it a name like…

CLIENT:
“Just say email automation… email sequence or something. So that I know I can go and get this template.”

I’ll call it email sequence showing Tzara, yeah? So, you know it's the one we were showing you.

You can have a trigger tag, but you don't have to have a trigger tag to start this.

And what's the trigger tag to start? Basically it’s the tag we use to put the people in. So that’s the tag we created previously, in our last video, with today's date.

And then you could have a Sequence. And then in the Sequence you can have an Email Message and then you could have a Delay Timer of two days, and then you could have another Email Message.

Then what I'm going to do in here is – and I'm going to use this one as an example – I'm going to choose my templates because it's how I get this one, which I've just saved.

So the first email would be this, and it should have the link. I'm just going to check what it is…  “clicked for confidence”. I'll save that back in.

I mark that as Ready. I’ll just make sure that's coming from you. Yes, it is. And I take out the “RE” because this would be the first email.

I’ll name this “First email book download – clicked for confidence tag” because I like to put the name of the tag there.

And then, say you waited three days or maybe you'll wait two days, on a weekday and maybe at a different time to the other one. Well, this would go straight away as soon as you did it, so you might put a delay timer in there as well. You can choose the time there.

We’ll name this one “RE: emails - clicked for confidence tag”.

Click View and Edit and then inside here we can go and grab that template and finalise that email. Then we could mark that from Draft to Ready. Then we’ll call this “Emails for book download”.

Next we would have this tag applied here and they could only get this tag from clicking through on one of these emails. And so the tag was ”clicked for confidence”.

Now what happens, whether we have a start or not – we don't have to have a start tag when someone gets email one:

1. If they click on the click for confidence link, they get pulled out of the campaign. And so if they get pulled out of the campaign, they won't get that email.
2. If they don't click on the link, then they'll get the “RE:” email that goes out two days later.

CLIENT:
“So say they clicked on the link, do we do something else then or not?”

Oh, you could absolutely. You know, you could do something like if they've clicked on the link and downloaded then they would go into the other campaign though. [NOTE: Another follow up campaign has already been set up for those who have downloaded this eBook.]

But if they clicked and didn't download, so if they didn't opt-in, then you could have a filter like this. And I'll show you what that is. We'll build out that component for you as well. Let me just go into that other campaign.

CLIENT:
“Because if they click and they download, they go in the confidence ebook automation sequence.”

Yeah. I just want to see what that confidence ebook tag is. I could probably just type in confidence ebook, but let's have a look and see what it is. So when they go into here, in the Welcome email, they get one tag which is Lead Magnet > Confidence eBook.

So in here, in the Rules for: Clicked and downloaded, if they clicked and downloaded it means they've got the tag Lead Magnet > Confidence eBook. In the rules we say that if the Contact’s Tags contains Lead Magnet > Confidence eBook.

Or Rules for: Clicked and didn’t download, if the Contact’s Tags DOESN’T Contain Lead Magnet > Confidence eBook.

So then basically if they've clicked and downloaded, they've got the tag already, because they've opted in. If they've clicked and didn't download, they don't have the tag.

And so then in the clicked and downloaded, there’s nothing to do in there. That's fine if they have clicked and downloaded.

If they have clicked and didn't download, then you can do another series of emails, getting them… saying like, “What are you doing? Why didn't you download it?” and follow up with them in that manner.

This won't go green. You can't publish this without this going green and this being complete, otherwise nothing will actually happen. Nothing is connected here at the moment. Even if I published that right now, see that? See it's not connected? That decision diamond isn't complete. And the only way that will complete, even though we've done the stuff in there, is this process would have to be green and published.

See, now that's gone green because this is green, okay? But in actual fact that's not complete, nothing's going to happen inside there at the moment.

CLIENT:
“Okay. And so let's say that decision isn't green, right… it's not working. If they've clicked for it, they're in that tag. They're automatically going to go into the other campaign anyway. So I don't necessarily need to have anything on the end there.”

Correct. Absolutely correct. This is just a next step because you said, “What if we can send to them after.”

Sure, sure, sure. Okay. Awesome sauce! Thank you. That was really good.

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