Follow-up Campaigns
Stay on Track , Save Your Time ⌚️
The Follow-up Campaign feature helps you re-engage contacts who didn’t respond the first time. You can launch follow-up campaigns directly from the campaign list, a campaign’s details page, or in the dedicated follow-up section. The system keeps your contact history and phone numbers consistent, so you don’t lose track of conversations while saving time on setup.
Where to Find the Feature
You can start a follow-up campaign from several places in the platform:
-
Campaign list view: Use the “Follow-up campaign” button next to “New campaign” or click the follow-up icon on any completed campaign. You can also select up to 25 campaigns to create several follow-ups at once.
-
Campaign details page: A “Create a follow-up” button appears for ended campaigns.
-
Completed campaigns section: Shows all completed campaigns with a “Create a follow-up” option. If no campaigns have ended yet, you’ll see an empty state instead.
What You Will Need
Before you can create a follow-up campaign, make sure you have:
-
An active subscription for both your main and secondary accounts.
-
At least one completed campaign.
-
Contacts from that campaign who did not respond.
-
Phone numbers still available from the original campaign.
Filtering Contacts for Follow-up Campaigns
When setting up a follow-up campaign, you can narrow down your audience using the Filters modal. Filters are grouped into sections you can expand as needed.
Filter Logic
At the top, choose how filters should be applied:
-
Any (OR logic): Includes contacts that match at least one of the selected criteria.
Example: “Wrong number” OR “Do Not Call” will include contacts with either label.
-
All (AND logic): Includes only contacts that match every selected criterion.
Example: “Wrong number” AND “Do Not Call” will only include contacts with both labels.
By default, logic is set to All, but you can switch to Any using the dropdown.
Filter Options
Responses
Pick one response type to filter contacts by how they engaged in the original campaign:
-
All contacts (no filter)
-
No response to text
-
Responded via text
-
Responded via call
-
Responded via both text and call
Labels
Target contacts by labels:
-
All account labels are displayed.
-
Search for specific labels.
-
Choose “No labels” to include unlabeled contacts.
-
Select multiple labels to combine them.
Response Date
Filter contacts based on when they responded:
-
Select a date range from the campaign start date up to today.
-
Disabled if you selected “No response to text.”
Area Code
Target contacts by phone number area code:
-
All area codes from the campaign are listed.
-
Search or select multiple codes.
-
Shows “No area codes available” if none exist.
In Active Campaign (multi-campaign follow-ups only)
Choose whether to include contacts currently in another campaign:
-
All contacts (default)
-
In active campaign (paused or running with scheduled activities)
-
Not in active campaign (no scheduled activities)
Groups
Filter contacts by groups they belong to:
-
All account groups are displayed.
-
Search or select multiple groups.
-
Shows “No groups available” if none exist.
Favorites
Toggle this to only include contacts marked as favorites.
Want to get the most out of this feature? Explore advanced follow-up scenarios with optimal filters tailored for any situation.
With 💙,
Smarter Contact Team