Question about "Follow up" Email

AlexR

I am using Community Builder's CBSubs plugin to sell memberships. When someone signs up for free they get added to a "free member email list". If they later upgrade CBSubs automatically unsubscribed them from the "Free member list and adds them to the "Paid member email list".

When a user is unsubscribed from one list and subscribed to another, I want to send them a specific email and I learned the "Follow Up" Email feature is the way to do this. However, I am not sure how I only select sending to people who were unsubscribed from one list and subscribed to another.

I do not want anyone who originally was added to the "paid member" list to get this email since the email I want to send above will contain messaging related to users upgrading.

This "Thanks for upgrading" email would also replace sending a welcome email that the original subscribers would have gotten from the beginning.

I hope this makes sense.

Thanks

mihha

Why don't you use Welcome email for that purpose?

Each list can have its own welcome email and I would say that this is a correct email feature to welcome users and give them instructions

AlexR

From what I can see the Welcome Email option does not allow me to select users that unsubscribe from one list and get added to another.

To reiterate, I have 3 types of users each to get a different email messages

Free User. They are added to a free user list and they get a welcome email. Yes, i can use the “Welcome Email” option for this.
Free User who upgrades to Paid: This user would be automatically subscribed to the “Paid User List” and unsubscribed from the “Free User List”

I would like to be able to select two conditions as to whether they get the “Thank you for Upgrading Email message”

Paid User Paid User List”. They get a different welcome message. If I use the Welcome Email option, user #2 above would also get this email, which I don’t want.

So what I would need to do with this subscriber is conditionally select them as well.

What I am essentially asking is if it possible to select the condition:

Unsubscribed from “Free User List” AND Subscriber to the “Paid User List”

If so, which email type let me set this condition?

Thanks,
Alex

mihha

Follow-up email is not a good feature for this kind of functionality if you ask me

You should check Automations feature because something like this could be implemented using that feature

Please open a support ticket using our contact form, so we can discuss this further after we take a look at the exact configuration and setup of your environment

AlexR

Ah yes. Automations! I overlooked that section. I will take a look and reach out if I run into difficulty!

Thank you!