Red Beard University

Can I email contacts based on a date field?

Yes.

Here’s the map (click to enlarge):

email based on iMember login

The tag activated goal on the left is the tag you apply to start this email process. This can be applied by hand or from another campaign.

The top sequence is for people who have any content in the date/time field. In this case we are looking at whether a person has logged in to iMember360 or not. The date/time field is filled by iMember360. We just want to email people differently depending on whether they have logged in or not.

The top sequence applies a tag saying that the contact has logged in. This same tag stop the bottom sequence, which has a delay timer before the email is sent. Contacts only enter the bottom sequence if they don’t have the tag saying they’ve logged in before.

Brian Keith

Infusionsoft Certified Consultant and Principal at Red Beard Consulting.