I can’t believe this idea doesn’t exist yet, as I’m nearly positive this was discussed during the betas for Segments and Email Campaigns. Maybe that’s why… perhaps it was mentioned as on the road map. Anyway, here’s the idea.
Current State:
Ideal State: Trigger Email Campaigns based on Segments
- When a user fits the criteria for a segment, they are added to the segment
- New users in the segment are sent the automated email
Use cases: Too many to list. Onboarding, engagement, you name it.
Current workaround:
- Create the segment based on the criteria
- Create a custom role
- Create the automated email based on the custom role
- Add the custom role via bulk action on the segment
- Automated email is triggered on add to that user
But that is very far from ideal, as it requires manual steps and can’t be fully automated. It blocks real-time use cases like this one I wanted to build: When a user creates their first topic, send them an email to provide helpful content, context, FAQs, etc.
