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How to Tag & Email People Based On Login

With AccessAlly Pro, you can tag a user as soon as they log into the CRM. Once this happens, the user is filtered into a CRM automation loop that will send an email if they haven’t logged in in the past 2 weeks.

Step 1: Create A New Event

Go to ProgressAlly > Events > Add Event


Then, configure the new event as follows:

  • Event Trigger Condition: When user logs in
  • How often can this event be triggered: Each time the event happens
  • What action will take place when the event is triggered: Add tag(s)
  • Add the following tag(s) to contact: Logged_into_site (Or whatever your tag is named.)

Don’t forget to save changes.

Step 2: Create Your Automation

Next, go ahead an log into your CRM to create the following automation (detailed steps below):

  1. Trigger tag: Logged_into_site
  2. Remove tag: Logged_into_site
  3. Wait time: 2 weeks
  4. Send email
  5. Wait time: 2 days
  6. Send email #2
  7. Goal
  8. (Repeat)
Infusionsoft

You can set up your automation in Infusionsoft as follows:

  1. Goal: when the logged_into_site tag is added
  2. Sequence #1: Remove the logged_into_site tag
  3. Sequence #2: Wait for 2 weeks, then send a reminder email
  4. Sequence #3: (a repeat of Sequence #2) Wait for 2 weeks, then send another reminder email
  5. Goal: when the logged_into_site tag is added
Ontraport

ActiveCampaign

COMING SOON!

ConvertKit

COMING SOON!

Drip

Updated on October 15, 2018

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