To follow up only with guests who have not filled in your Sarbacane Forms form, put the respondents in an opt-out list, then add this list to your follow-up campaign in Sarbacane Campaigns. The respondents are then excluded from the sending. The method works with a standard email campaign as well as with an automated campaign.
A Sarbacane Campaigns licence.
A Sarbacane Forms form that has already received responses.
The list of guests to follow up with, in Sarbacane Contacts.
In Sarbacane Contacts, open the list of form results. In the top left, next to the list name, click •••, then export the list.
Still in Sarbacane Contacts, create an opt-out list, for example "Respondents – event name".
Add the contacts from the exported file to this list, as for a standard list.
Create your follow-up campaign, email or automated, for the list of guests.
Add the respondents list to the campaign's opt-out lists, in addition to the default opt-out list:
email campaign: in the recipients step, open the ••• menu, then the opt-out lists option;
automated campaign: gear icon in the top right of the Trigger block, Settings window, field for the opt-out lists to use.
Send the campaign, or activate the scenario.
Important The export is a snapshot of the responses at a given time. Someone who responds after the export will still receive the follow-up. Before each follow-up, export again and update the respondents list.
Note The added list only applies to this campaign. If you duplicate the campaign, the copy keeps this list: remove it if you no longer need it.
Only guests who have not responded to the form receive the follow-up.
To see the method on video: demo video (in French).
Check, in this order:
They responded after the export: update the respondents list before the next follow-up.
The email address is the same in the guests list and in the respondents list.
The respondents list was added to the campaign's opt-out lists.
