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Does a user need to log in for the new rank to be awarded?

  • October 17, 2025
  • 5 replies
  • 64 views
Daniele Cmty
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Hi there, 
Does a user need to log in for the new rank to be awarded?


Use case

I’m asking because I have set up an email onboarding campaign flow that sends an email to users after 1 day, 7 days, 28 days after signup. (further segmented to whether they have published a post or not). But most of the users are not getting the email.

As I can only target by these five criteria… Primary role, Custom role, Groups, Registration date, Last activity date (and not by segment or posts, sadly..)

 

So I set up the following logic:

 

The custom role “trigger. joined 24h ago” is granted automatically to users as soon as they reach the rank Newbie, which is the lowest rank and gets awarded after 24h of signup (that’s the only criterion, all others are blank.)

 

 

 

However, many of my members over 24h of age do not get the role, and therefore they don’t get the automatic email. Is it because they did not log in after registration?

 

 

So my questions are

  • Does a user need to log in for the new rank to be awarded?
  • If yes: for the automatic email campaign to send approximately 24h after signup, is it enough to have just the one criterion  Registration date: Less than 2 days ago ? I just wanna make sure that my users don’t get that email immediately after registration (which is why I added that 24h custom role threshold).

Best answer by DannyPancratz

Automate a custom user role with whatever you have for automated workflows. 

  1. Trigger on new user created
  2. Delay until {your requirement}
  3. Add the role

After you add the role, they should be eligible for the automated email campaign and it’ll work. 

It’s the same concept as you had planned for the rank, but removes the need for them to log-in again to trigger the rank refresh. 

If you need to look at their activity, you can add a step between 2 & 3 to look up the user first. And set whatever filter criteria you need for that. 

I’m doing something similar to send an automated email after a user’s first post. 

5 replies

DannyPancratz
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  • DannyPancratz
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  • October 17, 2025

Yes, I believe ranks are calculated on log-in/visit unless you do a forced rebuild of ranks each day (no automated way to do this as far as I know, it’d be a manual push of the button to rebuild). 

I recall this from my first implementation 5 years ago, so it might be outdated. But at the time, we were sending some custom roles via the API to segment users into specific ranks and the ranks weren’t rebuilding like we expected. The answer was that the rank gets calculated and applied when they log-in / visit next. 

Daniele Cmty
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  • Daniele Cmty
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  • October 27, 2025

Hi ​@DannyPancratz thanks for confirming!
In that case, our workflow doesn’t make sense :(

Would anybody have a better ideas on how to trigger an email onboarding flow based on the criteria:

  • Account age (creation date)
  • Activity (e.g. # of posts or last activity date)
DannyPancratz
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  • DannyPancratz
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • Answer
  • October 27, 2025

Automate a custom user role with whatever you have for automated workflows. 

  1. Trigger on new user created
  2. Delay until {your requirement}
  3. Add the role

After you add the role, they should be eligible for the automated email campaign and it’ll work. 

It’s the same concept as you had planned for the rank, but removes the need for them to log-in again to trigger the rank refresh. 

If you need to look at their activity, you can add a step between 2 & 3 to look up the user first. And set whatever filter criteria you need for that. 

I’m doing something similar to send an automated email after a user’s first post. 

Daniele Cmty
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  • Daniele Cmty
  • Author
  • Helper ⭐️⭐️
  • October 28, 2025

Fantastic, Thank you so much buddy!! Will do it like that :)

 

I’m doing something similar to send an automated email after a user’s first post. 

 

May I ask what the email is? Is it a thank-you note and does it include any CTA?
(I’m always looking for best practices).

Out of curiosity (+ for additional product knowledge), is there a reason why you use an external automation tool for this specific trigger, as opposed to a rank? Wouldn’t the user automatically rank up after 1 topic/reply (if there is a rank set with that criterion), as they are currently logged in?


Best,
Dani

 

DannyPancratz
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  • DannyPancratz
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  • October 28, 2025

It’s to manage expectations, promote community adoption, and share some FAQs. 

My hypothesis is that it makes more sense to do this at the time of first post, rather than X days into community onboarding. (Community onboarding makes them aware of options to post). 

I have two versions of the email below: 

  • First post
  • First post of the year
Email

 

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