Email to new users in an account Answered

Cobus Theunissen

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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3 comments

Date Votes
  • Comment author
    Kristin Lisson Keeper of positive, active, and healthy conversations. Community moderator Totango Chef
    • Edited
    • Official comment

    For the "first activity date" filter, some of the drop-down options within the Custom tab now include a "...or does not exist" parameter.

  • Comment author
    Vijay

    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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  • Comment author
    Cobus Theunissen

    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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