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Advanced Follow-up Campaigns

Boost your SMS follow-up success by leveraging smart filtering

Following up is the secret to getting more replies—if you send the right message to the right contact. Filters help you do just that.

Meet our example contacts: 

Lead

 

Response

 

Labels

 

Location

 

Group

 

Favorite

 

Lead 01

Never responded

No labels

Texas

Apartments

No

Lead 02

Responded in May

Hot lead

Texas

Land

Yes

Lead 03

Responded in May

Low interest

California

Land

No

Lead 04

Responded in June

Low interest, 6-month follow-up

California

Apartments

No


Types of filters you can use

1. Response filter - who answered (or didn't)

Target contacts based on how they've interacted with your previous messages - the foundation of effective follow-ups.

  • All contacts: Everyone in your campaign (includes all 4 leads)

  • No response to text: Only people who never replied (Lead 01)

  • Responded (text and call): Anyone who replied in any way (Leads 02, 03, 04)

  • Responded (text): People who texted back specifically

  • Responded (call): People who called instead of texting

Pro tip: In 90% of follow-up campaigns, you'll select "No response to text" to re-engage with silent prospects. Don't worry about unsent messages - they're automatically included.

2. Label filter - target by interest level

Labels transform generic campaigns into highly personalized outreach by categorizing contacts based on their interest and status.

  • "Hot lead" label: Targets your most promising prospects (Lead 02)

  • "Low interest" label: Reaches people who showed limited engagement (Leads 03, 04)

  • "6-month follow-up" label: Perfect for scheduled follow-ups (Lead 04)

  • "No labels" option: Finds uncategorized contacts (Lead 01)

Pro tip: Create entirely different messaging for different labels. Someone who's a "Hot lead" needs a very different approach than someone with "Low interest" - personalization drives conversions.

3. Response date filter - when they replied

Time your follow-ups based on when contacts responded - critical for maintaining momentum with engaged prospects.

  • May responders: Targets Leads 02 and 03

  • June responders: Only reaches Lead 04

Pro tip: This filter only appears when you've selected "Responded" options. Use it to prioritize recent interactions or create specialized campaigns for older leads that need re-engagement.

4. Area code filter - where they're from

Geographic targeting creates local relevance that dramatically improves engagement rates.

  • Texas area code: Targets Leads 01 and 02

  • California area code: Targets Leads 03 and 04

Pro tip: Buy phone numbers with local area codes to instantly boost credibility and response rates. Also perfect for timing messages appropriately across different time zones - send texts when people are actually awake!

5. Groups filter: Segment by category

Groups provide another powerful way to organize contacts by property type, lead source, or any other meaningful category.

  • "Apartments" group: Targets Leads 01 and 04

  • "Land" group: Targets Leads 02 and 03

Pro tip: Create groups based on what your contacts are interested in or how they came to you. The way you name your groups matters - use descriptive names that help you create more targeted messaging later.

6. Favorites toggle: VIP treatment

Quickly filter to focus on your starred high-value prospects that deserve special attention.

  • Favorites: Only targets Lead 02

Pro tip: Star your hottest prospects and use this filter to quickly create campaigns just for them - perfect for special offers or personal outreach.

Practical combinations that close deals

Re-engage silent prospects

  1. Select "No response to text"

  2. Click "Create a follow-up"

Who you'll reach: Lead 01

Fast-track your hot leads

  1. Select "Responded"

  2. Select "Hot lead" label

  3. Click "Create a follow-up"

Who you'll reach: Lead 02

Nurture low-interest prospects

  1. Select "Responded"

  2. Select "Low interest" label

  3. Click "Create a follow-up"

Who you'll reach: Leads 03 and 04

Create location-specific campaigns

  1. Select California area code

  2. Select "Apartments" group

  3. Click "Create a follow-up"

Who you'll reach: Lead 04

Honor follow-up timing requests

  1. Select "6-month follow-up" label

  2. Click "Create a follow-up"

Who you'll reach: Lead 04

Filter logic: Any vs. All (The powerful concept worth mastering)

This is the key to advanced filtering that many users find confusing - but once you understand it, you'll create super-targeted campaigns.

  • Any: Shows contacts matching at least one selected criterion

  • All: Shows contacts matching every selected criterion

Example with "Low interest" and "6-month follow-up" labels:

  • With Any logic: You'll get Lead 03 (has low interest) AND Lead 04 (has both labels)

  • With All logic: You'll get ONLY Lead 04 (the only one with both labels)

Pro tip: Use "All" to create laser-focused campaigns for specific segments. Use "Any" when you want to cast a wider net or reach more people.

Quick tips for crushing your follow-up campaigns

  • Personalization sells - use these filters to create tailored messages that speak directly to each segment

  • The more specific your targeting, the higher your conversion rates

  • Always use different messaging for different segments

  • For most re-engagement, start with "No response to text" filter

  • Name your groups and labels strategically for future targeting

  • Combine area code filtering with local phone numbers for maximum local presence

  • Test different filter combinations to discover what works best for your audience