With Automation360 users can set up automated series which will start on a special date mentioned on the mailing list.
This way you can send automated series to clients on their birthdays, to appreciate their staying with you for a period of time, or on the anniversary of their first or laеуst order, and so on.
First of all, check the mailing list and make sure it contains a column with the necessary variable.
If there is no such variable on the list, create it — go to «Mailing Lists» menu and click «Create Variable».
Be sure to create a variable of the Date type for dates. If it is a birthday date, the year of client's birth doesn't matter since you will be sending annual campaigns.
Now you are ready to start building automated series — go to the «Automations» section and click «Create new automation».
On the next step, users check Automation options:
Now select the «Special Date» option for the Flow start:
Select the mailing list with proper variables, pick the variable that will be linked to the automation start and specify when the automation will be sent — every year or once on a specific day.
Besides that, you can select a time interval to start the automation before or after the date reflected by the variable value.
Additionally, users can set up variable filters — select a variable, the value of which you need to filter and select the filter condition: is after, to, is, between:
Here is an example of an automated series launched on a special date
Let's say there is a webinar planned on a specific day, and there is a webform on the user's website.
Site visitors willing to participate in the webinar, signup via the webform.
Suppose we need to send three emails: first email — one day before the event, second email — two hours before the start of the webinar, and the third one — 15 minutes before the webinar starts.
Let's build an automated flow according to this logic:
Set the flow start — 1 day before the date.
1st email must be sent 15 hours later (that is if the webinar is scheduled for 15:00) — 15 hours after the start of the calendar date.
2nd email must be sent two hours before the webinar — let's set the sending time of this message for 22 hours after the first email — one day (24 hours) minus 2 hours (prior to the event) after the first email.
3rd email must be sent 15 minutes before the webinar — let's set its sending time for 105 minutes after the 2nd email: two hours left till the webinar (120 min) minus 15 minutes.
This is how the flow would look like:
In Automation360 Special Date flows start at 9:00 according to the timezone specified in the account settings:
This means, if a subscriber signs up after 9:00, the system will not send them anything.
Published: 2019-02-08 Last Updated: 2019-07-11