We are working on building a tech touch program and working on crafting communications filtering around our platform metrics and usage (# of Trainings, # Saved Reports...etc, i.e. only send this email chain if they have 0 saved report). We are trying to prevent customers from receiving too many emails in a short period of time so we are filter our contacts out if they have received a communication with in the last 30 days.
Is there a way to prioritize the order in which a customer will be added to these programs if they were to fit the filtered criteria? Can we rank the programs? Some customers will eventually hit multiple/all of the programs over time but it makes sense to receive some before others.
Any insights or ways that people have acheived a similar goal would be great to hear.
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Hi Nicholas,
One thought that you might consider is to add a check in your participant selection to pull in data on the last time they were emailed and then use that as an exclusion critieria. For example, if you only want to email your customers no more than 7 days, you could exclude participants who were emailed <7 days ago.
And then as far as prioritizing which they should receive, you could do that by setting your daily scheduled launch time in order of highest priority to lowest, so as soon as someone meets the critieria of an email program, they would be sent the highest priority one that they qualified for, but only once every 7 days.
One thought that you might consider is to add a check in your participant selection to pull in data on the last time they were emailed and then use that as an exclusion critieria. For example, if you only want to email your customers no more than 7 days, you could exclude participants who were emailed <7 days ago.
And then as far as prioritizing which they should receive, you could do that by setting your daily scheduled launch time in order of highest priority to lowest, so as soon as someone meets the critieria of an email program, they would be sent the highest priority one that they qualified for, but only once every 7 days.
we are definitely using the last emailed as an exclusion. Scheduling the launch time on the same day and having them run in order is a great idea.
What datapoint do you use to find when they were last emailed?
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