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John_Danielson1
John_Danielson1
New Participant
December 11, 2014
Solved

Only Send Lead an Email Once

  • December 11, 2014
  • 6 replies
  • 3632 views
I am trying to set up a flow that will allow us to continuously add members to a list, but only have the new members receive the email I am sending. What I am trying to figure how to say is if John Doe received "X" email do send it to him again. I figured out how to set up a flow that would REMOVE the lead from the list after the email has been sent to them, but ideally the flow would just not send the email to anyone who has received it already.

Thanks for the help in advance!

John
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Best answer by Dory_Viscoglio
Hi John, no problem. To start you will want to create a static list, I'll call this "imports" for this example. Then you'll want to create a smart campaign, with a smart list with the trigger "Added to List" list IS imports. The flow step will be "Send Email" email IS your email. If there's a chance that they've already received this email at a totally different time and you want to exclude those people as well, you can use the "Add choice" to the send email flow and say "Not was sent email" email IS your email, then send your email. Default is do nothing. I would change the scheduling of this to where someone is able to flow through only one time.

You won't want to use a filter of "Was added to list" because that will make this into a batch campaign that someone could qualify for multiple times.

Hope this helps!

6 replies

John_Danielson1
John_Danielson1Author
New Participant
December 11, 2014
Thanks Dory! 
Dory_Viscoglio
Dory_ViscoglioAccepted solution
New Participant
December 11, 2014
Hi John, no problem. To start you will want to create a static list, I'll call this "imports" for this example. Then you'll want to create a smart campaign, with a smart list with the trigger "Added to List" list IS imports. The flow step will be "Send Email" email IS your email. If there's a chance that they've already received this email at a totally different time and you want to exclude those people as well, you can use the "Add choice" to the send email flow and say "Not was sent email" email IS your email, then send your email. Default is do nothing. I would change the scheduling of this to where someone is able to flow through only one time.

You won't want to use a filter of "Was added to list" because that will make this into a batch campaign that someone could qualify for multiple times.

Hope this helps!
    John_Danielson1
    John_Danielson1Author
    New Participant
    December 11, 2014
    Dory,

    I'm not sure how I do that. Do you mean the Trigger "Added to List" or the Filter "Was Added to List" when I create the Smart List? And how do I make it so it only allows someone to flow through 1x?? 

    Sorry for all the questions. I'm a novice when it comes to this stuff!
    Josh_Hill13
    Josh_Hill13
    New Participant
    December 11, 2014
    If the lead becomes a member of the list, it will happen once and will fail if you try again.
    Scott_McKeighe2
    Scott_McKeighe2
    New Participant
    December 11, 2014
    If the lead is added to a list, you can set up a smart campaign to listen for that activity (trigger) and send the email (flow). You'd then modify the Schedule of that smart campaign to allow the lead through the flow Once. 
    Keerthi_Koukoti
    Keerthi_Koukoti
    New Participant
    August 12, 2020

    Will it work when 2 different leads are having the same email id. will it send email only once or twice?

    At what level, "Each person can run through the flow every time" it will consider whether emaild id basis or leadid basis?

    Thanks,

    Keerthi K

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    August 12, 2020

    At what level, "Each person can run through the flow every time" it will consider whether emaild id basis or leadid basis?

    Lead ID.

     

    But please open a new thread if you have further questions, thanks.

    Dory_Viscoglio
    Dory_Viscoglio
    New Participant
    December 11, 2014
    Hey John, you could use the trigger "was added to list", and then only allow someone to flow through 1x. This should be sufficient for them to receive the email only once, when they're added to the list. 
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