Email to new users in an account

Cobus Theunissen

• August 20, 2020 01:27

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?

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  Vijay

  • August 20, 2020 03:05

  Hey Cobus,

  How about using these kinds of criteria? There can be many ways and depends on your data...

  1. User create date in the last x days(for e.g 1-3) and "Not targeted by" current campaign x
  2. First Activity Date in the last x days (for e.g. 1-3) and "Not targeted by" current campaign x 

  Cheers

  Vijay

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  Cobus Theunissen

  • August 20, 2020 05:32

  Thanks Vijay,

  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.

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