Follow up conditions in automation campaigns

Define the follow-up action based on a customer’s behaviour in an automation flow by adding a follow up condition.

For example, you can choose to send follow up emails to contacts who have not opened the first email in your automation flow, or to contacts who have not converted to customers yet.

In the example below, Ometria will wait one week, then check which contacts have clicked on the automation email.

If any contacts have not clicked the email, Ometria sends a follow up:

Alternatively, you can re-target contacts who are not engaging with email via a different marketing channel such as Facebook, Instagram or Google Adwords.

To do this, select Add contacts to a static list as a follow-up action to add contacts to a list and then select the Sync option in the Saved segments dashboard to sync the contacts.

Period to consider

When setting up your follow up condition, you can choose which period of time the condition should consider:

• Since entering campaign - the condition only checks events which occurred (e.g. orders placed, website visits, emails opened etc.) since after the contact entered the automation flow.
• Since last send - the condition only checks events which occurred (e.g. orders placed, website visits, emails opened etc.) since after the last communication in the flow was sent to the contact.

For example, if you set up the condition 'Contact has placed their 2nd order', and the period to consider is 'since entering campaign', the contact will only meet this condition if they placed more than one order since entering the campaign - regardless of how many orders they placed before that.

Follow up conditions and exit conditions

Be aware that if you set an ‘if’ condition for order, with an action for ‘yes’ (i.e. contact placed an order), you must make sure the campaign doesn’t have an exit condition which removes contacts from the flow if they make an order.

This exit condition will override your follow up condition, and instantly removes the contact from the automation flow once they place an order.