If someone clicks on a link in a mailing, or when some other kind of event happens, Copernica can automatically execute or schedule follow up actions. This allows you to make fancy campaigns that trigger new mailings when things happen.

There are even multiple ways how you can configure these follow-ups. You can configure them in Publisher with a menu editor and in Marketing Suite with a script editor for programmers and a simple drag and drop editor for marketing specialists.

Follow-Up Manager (Marketing Suite)

Within the flowchart editor you can chain boxes together to create advanced campaigns using followups. In some boxes you can add extra functionality with the use of JavaScript. The available properties are the same as those of the script editor and can be found here. We designed the flowchart editor for marketers to create powerful campaigns with a clear beginning and end.

Follow-Up Manager (Publisher)

Follow-ups in Publisher are always accessible in the menu of the selected database, document, survey or web form. See the link for more information on creating followups in Publisher. The Publisher does not have a scripting API, but because it has been around for so many years, it has still evolved into a very powerful tool.

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.

Followup types

Followups consist of a cause and an action. For databases, documents, surveys and webforms there are different types of causes available. You can also set a delay and a destination. Different actions have different settings. More about all of this can be found here.


You can add conditions to follow-up actions to make sure they behave exactly as intended. You can check these conditions on activation (creation of the condition) or execution (of the followup). Read more about conditions here.

More information

There are many ways to create followups, so make sure you find out what works for you. There are different types of actions and triggers. You can also add a condition to indicate when to evaluate data. The articles below will teach you everything you need to know.