First Engaged 1 Year Anniversary

Christy Cook Updated by Christy Cook

Reach out to your customers on their 1 year Anniversary with an automated campaign. Just follow our steps below.

STEP ONE: Create a Dynamic Segment with our template

  1. Navigate to Segments from the top navigation bar Contacts > Segments or from the home dashboard button.
  1. Click on the hamburger menu for more options and select > Templates
  2. Click on the First engaged 1 year ago link and then click Create Segment.

Click here for more help with creating and working with dynamic segments.

STEP TWO: Create a Campaign

  1. Navigate to Campaigns > Create Campaign
  2. Name the campaign Happy 1 Year Engagement Anniversary or whatever you like. Click Create Campaign.

Click here for more help with creating and working with Campaigns.

STEP THREE: Create a Happy Anniversary Email or Text Message

  1. From within the campaign, select the Assets tab and then click + Add Asset.
  2. Create an email or text message for your customers to receive on their engagement anniversary.
  3. Click Save & Close.

Click here for more help with creating text messages or creating an email with the email designer.

STEP FOUR: Create Autopilot Automation

  1. From within the campaign, select the Autopilot tab and then click + Add Automation.
  2. Name the automation Anniversary Automated Message or whatever you like.
  3. From the Triggers tab, drag and drop the trigger When added to this campaign onto the canvas.
  4. From the Actions tab, drag and drop the action Send a text message or Send an email onto the canvas overlapping the previous step so it will drop into place. Select the text message or email to send and any restrictions on the day and time from the menu to the right.
Be sure to select the email or text message you want to be sent from within the campaign and be sensitive to the time you want it sent. If you choose "Immediately" it could get sent earlier or later than you really want based on when your sync is generated.
  1. Click Save from the top right of the screen and then click the back arrow next to the automation name.
  2. Now, slide the button to enable the Autopilot automation.

Click here for more help with creating automations with Autopilot.

STEP FIVE: Assign anniversary segment to the campaign

  1. From within the campaign, click on the hamburger menu in the top left to edit the campaign.
  2. In the Segments box, select the First engaged 1 Year ago segment (or whatever you named your segment in the previous step) from the list.
  3. Click Save & Close.

You're all set!

Your customers in the First engaged 1 year ago segment will automatically populate as new contact records fit the criteria of the segment. They will then automatically be added to the campaign and recieve your assigned anniversary message.

How did we do?

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