Types of templates and conditions

This article aims to provide explanation of the various types of conditions and templates that can be utilized when setting up follow-up campaigns.

Watch a tutorial on targeting customers who missed your message.

Watch a tutorial on re-targeting customers who got your message.

Points to Note:

• Naming Your Campaign: Always give your follow-up campaign a clear and descriptive name for easy identification, like “Failed Follow Up” or something specific to the use case.
• Choosing Campaign Logic: Select between AND or OR logic to define how specific the conditions for your follow-up should be, ensuring you target the right audience based on their behavior.
• Conditions for Retargeting: Set up the conditions to target users who didn’t complete the desired action (e.g., failed transaction) or those who already received the parent campaign message.
• Template Selection: Choose the appropriate template—either reuse a Present Template for consistency or create a New Template if the follow-up message differs. Ensure new templates are pre-approved to avoid delays.
• Review and Launch: Before launching, preview the message to ensure it’s formatted properly, test the campaign, and then either schedule or launch it immediately.

In this article

• Types of templates and conditions
• Watch a tutorial on targeting customers who missed your message.
• Watch a tutorial on re-targeting customers who got your message.
• Points to Note:
• In this article
• Related Articles

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Overview - Follow up campaigns