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Onboarding Email Campaign

  • 6 March 2024
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We launched our community on Jan 8th 2024. I am now working on implementing community onboarding email campaign for new members: 5-10-30 Days triggers. 

Below are some questions I have based on this scenario - I publish the automated email campaign today with trigger ‘Registration: More than 5 days/10 days/30 days’,

My questions: 

  1. How can I ensure that everyone who joined the community between the launch date Jan 8th - March 4th, also gets these emails?
  2. If I activate the above mentioned email campaign, will it also send emails to members who joined the community before the campaign? For example: Day 10th email goes out to users who registered on Feb 25th? I hope not. 
  3. How can I exclude the employees from receiving the emails? We have not defined Custom Roles in the community yet as it's a tedious process. If that’s the only way, is there a way to bulk assign the custom roles to members? 
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Best answer by juan.delrio 6 March 2024, 18:25

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juan.delrio
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The way automated campaigns work is that they start counting days from the moment of activation.  So if you activated the campaign on Jan 8th, it would work with the correct timing of 5, 10,30 days after Jan 8th.

Automated Campaign will also only trigger once for a single user.

You can create a customer segment from anyone registered between 2 dates and use that as your sending list for a single email blast.  But at the moment, you can’t use segments as Automated Campaign targets.

  1. No, as they start counting from the activation of the campaign.
  2. You can select anyone with say “@domain.com” in your user list and bulk assign custom roles very quickly.   I use them for every customer / employee segmentation.

 

V
Rank
Userlevel 1

The way automated campaigns work is that they start counting days from the moment of activation.  So if you activated the campaign on Jan 8th, it would work with the correct timing of 5, 10,30 days after Jan 8th.

Automated Campaign will also only trigger once for a single user.

You can create a customer segment from anyone registered between 2 dates and use that as your sending list for a single email blast.  But at the moment, you can’t use segments as Automated Campaign targets.

  1. No, as they start counting from the activation of the campaign.
  2. You can select anyone with say “@domain.com” in your user list and bulk assign custom roles very quickly.   I use them for every customer / employee segmentation.

 

Thank you @juan.delrio 

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