K2MailerAutomation managers

Send automatic follow-ups to a segment

Connect segment criteria, a saved campaign, and a sending server for recurring follow-up processing.

In the appAutomation → Auto Follow Up

Create a follow-up

  1. 1

    Create the segment that identifies eligible recipients.

  2. 2

    Create and save the follow-up campaign.

  3. 3

    Open Auto Follow Up, give the rule a name, and leave it active only when ready.

  4. 4

    Select the segment, campaign, and sending server, then save.

  5. 5

    Review results under the Auto Follow Up statistics views, including sends, opens, clicks, unsubscribes, bounces, spam, logs, and exports.

When to use automatic follow-ups

Automatic follow-ups work best for recurring situations rather than one-time sends: contacts who opened a campaign but did not click, subscribers who have not engaged in a set number of days, or customers who reached a particular stage in a segment. Because the rule runs continuously against the segment, new contacts who later match the criteria are picked up without you creating a new send each time.

This makes auto follow-up a lighter-weight alternative to a full drip campaign when you only need one well-timed message rather than a multi-step sequence. It also complements triggers, which can start a campaign or drip series from list or date events instead of ongoing segment matches.

Segment and campaign design tips

Keep the segment definition narrow enough that the follow-up feels relevant. A segment built from “opened but did not click” combined with a recent date window usually performs better than a broad, unfiltered list, because the message reads as a timely nudge instead of a repeat blast.

Write follow-up copy that acknowledges the first email rather than repeating it verbatim; referencing the earlier subject or offer gives the recipient a reason to open a second time. Review sends, opens, clicks, and unsubscribes regularly under Auto Follow Up statistics, and pause a rule that is generating unsubscribes faster than clicks.

Frequently asked questions

What happens if I edit the segment after saving a rule?
Auto Follow Up continues to evaluate the live segment definition, so edits take effect on future runs.
Can one contact receive the same follow-up twice?
That depends on how the segment is defined; excluding contacts who already received the campaign keeps the rule from repeating unnecessarily.
Is auto follow-up the same as a drip?
No. A drip runs a multi-step sequence, while auto follow-up sends one campaign whenever the segment match occurs.

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