parcelvoy / platform

Parcelvoy: Open source multi-channel marketing automation platform. Send data-driven emails, sms, push notifications and more!
https://parcelvoy.com
Other
188 stars 32 forks source link

Q: How do I activate a new journey for old users? #448

Closed mattes3 closed 3 months ago

mattes3 commented 3 months ago

These questions are about a topic that I had with every email automation system:

  1. How do I make sure that users who sign up for one of my SaaS products get a certain journey? This is easy to answer: Make the SaaS product fire a user_signed_up event and make the journey entrance trigger on that event.
  2. But: How do I make sure that all users who signed up in the past (before the new journey even existed) also get the same journey delivered to them? They have a field in their user profile that indicates they have signed up for a certain product.

Is there a way to do the second one correctly?

pushchris commented 3 months ago

Create a list that contains your existing users (could either upload manually or create a dynamic one that adds any users created before a certain date) and then add a second entrance to your journey that adds the users from that list. You can have as many entrances to a journey as you want.

mattes3 commented 3 months ago

Ah, thank you!

Just for clarification: Do you mean a scheduled entrance so that the system checks daily whether there are any new users that satisfy the criteria? It looks like I could let it run once and then remove the additional entrance when it has added the people to the journey, right? 👇

CleanShot 2024-04-16 at 08 55 20@2x
pushchris commented 3 months ago

Correct, though definitely confusing given that currently adding from a list is mainly meant for recurring pulls. Just added an additional Once frequency to better handle situations like this. Just pick a date to run all of the users in the list through and it'll stop running that entrance after that single first time

mattes3 commented 3 months ago

Very cool, thank you Chris! 👍

The resulting journey diagram has simplicity and beauty. Let's keep the fingers crossed, the new "schedule once" entrances should trigger tomorrow:

grafik
mattes3 commented 3 months ago

"Schedule once" worked. Good!