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liz.huff
Helper ⭐️
August 20, 2026
Solved

onboarding email expiring

  • August 20, 2026
  • 4 replies
  • 50 views

Hi all! I need some help.

As we are coming upon the end of our first year open in Gainsight, our onboarding emails are expiring. I have them set to drip 1 day after registration, 7 days after registration, 14 days after registration and so on for their first 30 days.

After archiving and duplicating the emails, I need to set the triggers so that each email is only sent to new registrants and not everyone who registered more than 7 days ago 😳

I am wondering if this is where our segments would come into play… would love some guidance! Thanks!

      Best answer by akhilv

      Hey ​@liz.huff ,

      you don't need segments for this! When you duplicate and republish your automated campaigns, CC automatically excludes anyone who already matches the trigger criteria at the moment you publish. So anyone who registered long ago and is well past your 30 day window won't get the emails.

      The only users who will go through the sequence after you republish are those who registered recently enough to still hit the upcoming milestones, which is exactly what you want. Someone who registered 2 days ago will still get the day 7, day 14 email and so on as they hit those triggers, but that's the correct behaviour since they're genuinely new members who should be going through onboarding.

      So just duplicate, set your registration date triggers the same way as before, and publish and you're good to go!

      4 replies

      samanthahamlet
      samanthahamlet
      Gainsight Community Manager
      August 25, 2026

      Tagging in a couple of community members who may be able to share some guidance here! 
      ​@juan.delrio ​@Daniele Cmty 

        liz.huffAuthor
        Helper ⭐️
        August 25, 2026

        Hey ​@samanthahamlet thanks for tagging some folks. Could you share your insight here since we have an expiration date to deal with? Would love help sooner than later. Thanks!

        akhilv
        Gainsight Employee ⭐️
        akhilvAnswer
        Gainsight Employee ⭐️
        August 26, 2026

        Hey ​@liz.huff ,

        you don't need segments for this! When you duplicate and republish your automated campaigns, CC automatically excludes anyone who already matches the trigger criteria at the moment you publish. So anyone who registered long ago and is well past your 30 day window won't get the emails.

        The only users who will go through the sequence after you republish are those who registered recently enough to still hit the upcoming milestones, which is exactly what you want. Someone who registered 2 days ago will still get the day 7, day 14 email and so on as they hit those triggers, but that's the correct behaviour since they're genuinely new members who should be going through onboarding.

        So just duplicate, set your registration date triggers the same way as before, and publish and you're good to go!

        liz.huffAuthor
        Helper ⭐️
        August 26, 2026

        THANK YOU! Easy enough!! Thanks so much 🤩

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