Follow-up actions

Automating your contact moments helps you maintain the dialogue with your relation. It also requires less costs and effort and increases your response. Copernica Marketing Software is a strong and efficient solution for setting up different types of follow-up actions.

Various types of follow-up actions

You can define follow-up actions in Copernica at different levels. Set automated follow-up actions linked to a change in your database or based on a selection. This enables you to send your relation a confirmation mail, for example when he has just changed his profile in your database.

The different types of follow-up actions you can define in your database are:

• Sending a textual or formatted email
• Sending a plain or formatted text message
• Sending a PDF document by fax
• Edit or remove the contact’s data

Follow-up actions linked to your email

The previously mentioned follow-up actions can also be used as automated responses to your email. Use our marketing software to simply link an automated follow-up action, for example when a recipient opens an email or clicks on a hyperlink in the email.

Filling out a web form or survey triggers a follow-up action

An automated follow-up action might also be triggered when a web form or web survey is filled out. Use Copernica to specify the follow-up even further. Send an automated response after your recipient answers a specific multiple-choice question.

Use this feature to send a personalized welcome message, for example when someone has filled out a subscription form on your website. Overall these type of emails have a higher open and click through rate.

Scheduling follow-up actions

Have an automated response sent out immediately or schedule it to be sent at a predetermined moment. You can choose between these two options when setting up your follow-up actions. For example to schedule an email, text message or fax to be sent one day after a customer purchased a product.

Setting up a follow-up action for your selection

A specific event/change in your database or campaign is not the only possible trigger for a follow-up action. A follow-up can also be sent automatically to specific selections. A birthday mailing is a good example of such a follow-up. Adjust your settings so that the emailing is sent to the right recipient(s) each day. The selections created in Copernica are dynamic. This ensures your emailings will end up in the correct inbox(es) every time.

Copernica Marketing Software

Copernica helps you quickly set automated follow-up actions sent by email, text message or fax (PDF document). Our marketing software offers other advanced features such as content and user management and our SOAP API. This makes Copernica a complete and powerful product.

You can always rely on Copernica for help and support. Do you have any questions or suggestions concerning the software? Copernica is glad to offer you various forms of support.

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