Once you have no more prospects to message in a campaign, you’re ready for a follow-up campaign. Wait at least 10 days before sending your follow-ups so your prospects don’t feel like they’re being spammed. We personally recommend sending a follow-up just once a month. Prospects can not be messaged more than once within a five day span, they will be skipped.


There are a few ways to create a follow up campaign...


To recontact all of the prospects who did not reply:

1. Go to the campaign you'd like to create a follow up from

2. Click Create Follow-Up in the top right corner

3. Rename the campaign if desired

4. You may toggle off the option to Retain Initial Outgoing Numbers if you want to try messaging them with a new number, should you wish to send a message that says something like "Did you receive my last message?" you'll likely want to keep the retain number ON.

5. Leave everything else in the default settings - this will only include the prospects that did not reply the first time around.

6. Create follow-up


To recontact prospects who did reply, but you want to only do so with a specified list:

1. Go to the campaign you'd like to create a follow up from

2. Click Create Follow-Up in the top right corner

3. Rename the campaign if desired

4. You may toggle off the option to Retain Initial Outgoing Numbers if you want to try messaging them with a new number, should you wish to send a message that says something like "Did you receive my last message?" you'll likely want to keep the retain number ON.

5. Change the filter for "include prospects who have responded?" to either YES or ALL

6. Specify the lead stage you want to follow up with, as well as any other statuses, like priority

7. You may also look for leads that responded with certain keywords like "later" for those who said "contact me later" for example

8. Keep in mind that there is an AND between each of these filters. That is, if you select the Appointment lead stage and the Priority status, you will ONLY pull over the prospects that have BOTH been marked as Appointment and Priority

9. Once you create your campaign, you may access the Campaign Notes tab to review the filters that were used


To recontact prospects that were skipped:

1. Go to the campaign you'd like to create a follow up from

2. Click Create Follow-Up in the top right corner

3. Rename the campaign if desired

4. Select the skip reason that you would like to send a message to again. Using this filter will create a skipped-only campaign.


You may create numerous types of follow-up campaigns from one single campaign. When a prospect is pulled into a follow up campaign, they no longer belong to the original campaign, so you will not end up with duplicates across the different types of follow ups.


Tip: Choose a message template appropriate for follow up (something starting with “I’m still trying to reach…” for example). Avoid using the same message that was initially sent to avoid being flagged or looking like spam.
Tip: For recontacting leads that DID reply but went cold, create an even more specific template, for example "I'm following up after a conversation we had in April 2019, I'm not sure if you recall, but has anything changed? Are you looking to sell your home now?" The more specific our templates are, the more interest we will generate.


To see how we do it, watch this YouTube video.