Database follow-ups

Automation is the favorite buzzword of many marketeers. Follow-ups in Copernica can automatically execute or schedule actions based on triggers, making them a great way to automate your campaigns. For example you can design a campaign that sends an email when someone clicks your link, or to congratulate someone on their birthday.

There are several different ways to do this with Copernica software. If you are new to automating campaigns the easiest way to create follow-ups is with the user-friendly drag-and-drop editor in the Marketing Suite. Programmers can use the advanced script editor in the Marketing Suite. Our Publisher offers a menu editor.

Marketing Suite

With the flowchart editor you can create simple or created follow-ups by simply chaining boxes together. The user-friendly interface makes it a great tool for users inexperienced with followups. Those with more technical knowledge can enable the advanced mode to get access to powerful features, for example Javascript evaluation and execution boxes to write your own logic.


Follow-ups in Publisher are always accessible in the menu of the selected database, document, survey or web form. Follow-ups are created by combining a trigger and an action in the menu editor. The Publisher does not have a scripting API.

Script Editor

Programmers can use the full power of Copernica's follow-up system with the data-script attribute. You can enrich every hyperlink in an email, for example, to handle clicks exactly how you want.

More information

There are many ways to create follow-ups, so you can try which editor works better for you. You can also use both, but it is recommended that you don't create duplicate follow-ups. The articles below provide more information on how follow-ups work.