When a campaign is finished, a follow-up campaign lets you text the same prospects again: the ones who didn't reply, the ones who replied but went cold, or the ones who were skipped. You build it from the original campaign with filters that decide which prospects are pulled in.
The steps at a glance
- Open the finished campaign and click Create Follow-Up.
- Choose the filters for the prospects you want to recontact.
- Click Create Follow-Up, then send with a follow-up template category.
Resources
→ Using Sequences to Schedule Prospect Follow-Ups
→ SMS Template Categories and Auto-Rotate Capabilities
→ Prospect Action Buttons - Verified, DNC, Priority, Qualified, and Wrong Number
Give prospects time between messages
Wait at least 10 days before sending a follow-up, and we recommend following up about once a month. By default, Lead Sherpa skips any prospect contacted in the last 5 days. You can change this under Account Settings > Company > Days Threshold, but we don't recommend lowering it.
1. Open the follow-up form
Open the finished campaign and click Create Follow-Up in the top-right corner.
2. Choose your filters
| Field | What it does |
| Follow-up Campaign Name | The name of the new campaign. Give each follow-up a different name so you can tell them apart. |
| Retain Initial Outgoing Numbers | Yes texts each prospect from the number used in their most recent message. No assigns a new Lead Sherpa number to the conversation. |
| Use DNC Scrub | Skips numbers on the National Do Not Call Registry. |
| Lead Stage | Only pulls in prospects in the lead stages you choose. Leave it blank for all. |
| Include prospects who have responded? | Required. Yes pulls in only prospects who replied, No only prospects who didn't, and All both. |
| Prospects Who Are | Only pulls in prospects marked with the statuses you choose: Priority, Qualified, Owner Verified, Non Owner or Block List. Leave it blank for all. |
| Skip Reason | Pulls in only prospects who were skipped, for the reason you choose: Carrier Skip, 5-day rule or Any. Using this filter creates a skipped-only campaign. |
| Keywords | Only pulls in prospects whose messages contain any of the words you enter, for example "later". |
Filters are combined
Prospects have to match every filter you set. For example, if you choose the Appointment lead stage and the Priority status, only prospects who are both Appointment and Priority are pulled in.
Click Create Follow-Up when you're done. For large campaigns, it can take a few hours for all prospects to show up in the follow-up campaign.
3. Common follow-ups
| Goal | Settings |
| Recontact everyone who didn't reply | Set Include prospects who have responded? to No and leave the other filters blank. |
| Recontact people who replied | Set Include prospects who have responded? to Yes or All, then choose the lead stages, statuses or keywords you want. |
| Retry prospects who were skipped | Choose a Skip Reason. |
You can create several follow-ups from one campaign. A prospect pulled into a follow-up no longer belongs to the original campaign, so they won't be duplicated across your follow-ups.
Tips
- Open the follow-up's Notes tab to see which filters were used.
- Send with a template category made for follow-ups, for example "I'm still trying to reach...". Don't reuse the first message.
- For prospects who replied and then went cold, write more specific templates, for example: "I'm following up on our conversation earlier this year. Has anything changed? Are you thinking about selling now?"
Questions? Email support@leadsherpa.com.
For additional context on this topic, please refer to the video below.
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