The Publisher Follow-up manager
The Follow-Up Manager within the Publisher provides a handy overview of all follow-ups that are linked to a database, document, form or survey. Also, from here you manage all follow-ups. You can create new follow-ups and edit or remove existing follow-ups.
Image: database with multiple collections and their follow-ups.
The Follow-Up Manager is located behind an additional tab at the database, form, document, or survey.
Image: This database has two follow-ups. When a new profile is created, an email will be sent to the profile. The other follow-up removes the profile entirely, 5 days after the a profile opted out.*
Create new follow-ups
You can make a new follow-up from the database, collection, document, form or survey menu. You will see a menu where you can choose a trigger and an action.
Existing follow-ups can also be edited by clicking on them.
Triggers
| Database | Collection |
|---|---|
| Profile created | Subprofile created |
| Profile modified | Subprofile modified |
| Profile created or modified | Subprofile created or modified |
| Subprofiel removed |
| Document | Survey | Webform |
|---|---|---|
| Document sent | Survey sent | Form submitted |
| Error registered | Specific answer given | New (sub)profile |
| Impression registered | (Sub)profile found | |
| Click registered |
Actions
A follow-up can execute the following actions:
- Send a Publisher document
- Send a Marketing Suite template
- Send a PDF document as fax
- Send a styled SMS
- send a text mail
- Send an SMS
- Create an action point
- Create a new (sub) profile
- Change (sub)profile data
- Delete the data of the addressee