Email to new users in an account Answered
How do you trigger an email campaign for new users in an existing account? I can easily send an email to all users of a customer when a new customer is created, but what if they add 10 new users to the customer? How can I trigger an email to them?
How about using these kinds of criteria? There can be many ways and depends on your data...
I guess option 1 requires my user records to have a create date... I don't have that information in my data model
And option 2 requires the user to have activity, but I would like to send the email regardless of activity (potentially to get them to have a first activity!)
I was hoping that there was some internal method to know when a user was added.
For the "first activity date" filter, some of the drop-down options within the Custom tab now include a "...or does not exist" parameter.
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