I have 3 downloadable documents on my website. I’ve set up 3 automations for fulfillment, in which people fill out a form and receive an email through AC.
In each automation I’ve also set up a 1-day delay so that after 1 day, they get a follow up email.
I’m finding that most of my customers download more than one document. How do I ensure that they don’t get more than one 1-day follow up email? Even if they download all 3 documents, I only want them to get ONE 1-day follow up email. How do I do that?
You could add an “If/Else” action after the email that delivers the free report. The conditions could be “in automation B?” OR “in automation C?” The Yes path could be “end automation” and the No path could be the follow up sequence.
Or, to avoid recreating the follow up sequence in three automations, you could make it more modular. The follow up sequence is its own automation and then the free report delivery is three separate automations with the same “if/else” set up I described earlier. The Yes path would end the automation and the No path would be an action to “begin other automation” (the follow up sequence).
What about when I have 2 different documents, triggered by 2 different forms, that should delivered 3 differents follow-up emails? If I do as you say, the subscribers that sign up for both documents would ended up receiving none of the follow-up emails.
The If/Else question on both automation would cancel each other. What can I do in this case?
That’s a good question and you scared me for a moment that I gave bad advice earlier!
This approach will only end the second automation. As long as it is a send first and then immediately afterward the “if/else” condition, they’ll make it past the “if/else” of the first automation before the contact could possibly fill out the second form. Then the “if/else” in the second automation will end the second automation.
Let me know if that’s not clear or I’m missing your point.
Yes, the “If/Else” in the second automation would check for the “In automation 1” tag. If that tag exists, the contact will go down the “Yes” path and the only action on that branch would be “End this automation.”