Segment on activity
In this article we will go through two new custom field that we have released in Journey Builder. Now instead of creating segments, you can use the new the custom fields "Creation date" and "Latest interaction" directly when choosing a trigger when creating your flows. These fields will make it easier for you to see when your customers, for example, signed up and entered as a new member, or when your members last interacted with your mailings to catch these customers who are being lost.
Before you start, if you are new to that part of the platform, we recommend you read up, Journey Builder - Introduktion, and Journey Builder - Kom igång where we briefly go through how to navigate inside that part of the platform and how the Journey Builder works.
We will go through and give examples of how you can use them:
1. custom field Creation date
Creation date= when new members are added to your Rule account.
With this new custom field , you will easily be able to create both emails and SMS messages to new members or subscribers who come into your Rule account. For example, a welcome email or an onboarding loop. Previously you had to create a segment, but now you can communicate with your new customers and choose a trigger with two clicks!
Below is an example of how we have used this in our account:
- Click on the icon to enter the Journey view.
- Choose a segment where you have most of your members, who you want to communicate to!
- Click here to choose your trigger
- Select 'Relative date'
- Then select the "Creation date" member field and save!
Then you click on the plus sign or fill in the number of days you want the mailing to be sent. In this case, we want it to be sent on the day a new customer arrives so we leave it at "0".
Note that you cannot use a negative value here, i.e. minus days!
Done! Then just add as many emails or SMS messages as you want to this flow and choose the number of days you want the messages to be sent!
2. custom field Latest interaction
Latest interaction= when a member last interacted with your emails
With this new custom field you will be able to easily create mailings to try to win back those customers that you are losing because they have not interacted with you. Previously you had to create segments, but now you can communicate with those customers who have not opened your mailings with two clicks!
Below we show an example of how we have used this new release in our account.
- Click on the icon to enter the Journey view.
- Choose a segment where you have most of your members, who you want to communicate to!
- Click here to choose your trigger
- Select 'Relative date'
- Then select the "Lateset interaction" member field and save!
Then click on the plus sign or fill in the number of days you want the mailing to be made. In this case, we want a mailing to be made after 5, 14 and 20 days after our customers have not interacted with us!
Note that you cannot use a negative value here, i.e. minus days!
Done! Then just add as many emails or SMS messages as you want to this flow and choose the number of days you want the messages to be sent!
PS. Here you can learn more about segmentering i marknadsföring!