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How to send an email when a customer enters a new Tier
How to send an email when a customer enters a new Tier

Send an email to welcome contacts to a new tier.

Lars Gielen avatar
Written by Lars Gielen
Updated over a month ago

How to send an email when a customer enters a new Tier:

  1. Create a new tier Email: ◦ Navigate to ‘Marketing’ and then ‘Automated Emails’. ◦ Click on ‘New Automated Email’. ◦ Choose ‘Marketing’ as your email category (under the ‘information’ tab). ◦ Select a template to use as a starting point for your design. ◦ Follow the steps to configure and complete your email design, making sure to finish with the ‘Publish’ step.

  2. Set Up Automation: ◦ After designing your email, click on ‘Automation'. ◦ Click ‘New Automation’ and choose ‘Empty Automation’. ◦ Select ‘Contact Updated’ as the trigger for your automation.

  3. Configure Automation: ◦ On the automation page, add a filter group on the trigger by clicking the ‘starting point’ box.

    ◦ Here, you may create a filter group that the contact attribute ‘Tier’ is equal to the respective new tier reached. ◦ Click the small plus sign to add an action and choose ‘Automated Email’. ◦ From the dropdown menu, select the new tier email you created.

  4. Activate Automation: ◦ Review your automation settings and give it a name. (Make sure re-enrolment is switched off!) ◦ Click ‘Activate’ when you are ready to enable the automation.

Now, customers will receive a welcoming email (and any points/deals attached) when entering this tier!

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